Our Experience

The experience I bring to you is very personal.

Managing Estate and Fiduciary Duties

Sometimes you don’t know your skills and strengths until they are called upon.  I administered the estates of my mother, my husband, and a beloved uncle.  After coordinating medical and Hospice care, coping with their passing, and organizing memorial services, I served as Executor of their respective estates and gained much experience in navigating the overwhelming legalities and logistics of this process.

How I’ve helped clients.

Research and Problem-Solving for a Senior in a Crisis Situation

I provided research and next steps for a 70+ year old client who is handling the aftermath of a tragic motorcycle accident that left her adult son with a traumatic brain injury.  I helped to demystify the application process for the AZ Long Term Care Medicaid Program, researched bed-to-bed air medical transport from Chicago to Phoenix, identified long-term skilled nursing facilities, uncovered strategies to comply with residency requirements, identified an advantageous financial trust instrument, and vetted a list of people to serve as resources for my client as she navigates the next several months.

Helped a Senior Who Was Overwhelmed by Clutter

I worked with a senior gentleman who was feeling overwhelmed by the clutter and disorganization of several spaces in his home.  I helped him make tough decisions about what to keep, discard and donate.  This was an emotional process for him since he felt an attachment to many memories and files from his life and career as an attorney. 

Assistance in the Aftermath of a Serious Injury

I helped a single dad cope with the aftermath of a serious skiing accident that left him hospitalized and in rehab for months.  I helped him organize his medical bills and insurance paperwork, make payments, facilitate his short-term disability application, manage medical equipment issues, and coordinate his ongoing medical and physical therapy appointments.  In addition, I assisted with the transition and organization of work files to his home office and many logistics issues pertaining to his 5-year-old son, including having the school district bus route changed to accommodate easier drop offs/pick ups.

Helped a Woman Following Surgery 

I helped a woman who needed assistance with important errands following a surgery that prevented her from driving.  She said that she felt “very awkward” not being able to do these things for herself but appreciated how comfortable I made her feel.  Sometimes it’s the smallest things that make the biggest difference.

Testimonials