Putting client needs first

There are times when seniors and other adults may no longer be able to prudently manage their business affairs.

Bills and taxes might go unpaid. Insurance coverage can lapse. And, it’s well documented senior adults can become vulnerable to self-serving individuals.

Often, a family member is able to step in and protect the individual’s resources. There are many instances, however, when that is not practical or possible. In those instances, families turn to Senior Concepts. Working one-on-one with each client, we develop an understanding of their needs, circumstances and interests.

Every action Senior Concepts takes on our client’s behalf is guided by his or her needs.

Senior Concepts employees provides four primary services

Guardian of the Estate

Working under court supervision, Senior Concepts’ private professional guardians manage every aspect of a client’s financial matters. We make certain our clients’ needs are met while guarding their resources.

Power of Attorney

At the request of an individual, Senior Concepts employees serve as Power of Attorney and helping manage property or other resources. In this role, Senior Concepts serves at the client’s discretion and acts under their direction.

Trustee

Senior Concepts employees accept individual appointments as Trustee and manage trust property in accordance with the terms set forth by the person who set up or created the trust.
When an individual’s trust instructs how his or her resources should be distributed, we make certain the instructions are followed.

Administrator/Executor of the Estate

After the death of a family member, Senior Concepts employees have the experience to effectively and compassionately resolve their final affairs (bills, taxes, property disbursements, etc.).
Senior Concepts can simplify potentially overwhelming matters by coordinating the services of CPAs, attorneys, insurance companies, and other professionals.