Legal and Financial Referrals

A great deal of planning is often required to coordinate an individual's resources in a cost-effective manner that will serve them best. Senior Solutions Team Inc. Care Managers provide the following referrals to enhance your options and support your choices related to:

		Reverse mortgage specialists
		Advance directive completion
		Durable power of attorney for healthcare and finance completion
		Guardianship / Conservatorship
		Trusts / Living wills
		Medi-Cal applications
		Tax preparation and advice
		Assistance with entitlements
		Insurance benefits / claims / entitlements
		Long-term care insurance services
		Financial Planning
		Notary services
		Referrals to Geriatricians and medical specialists