We offer professional fiduciary services to seniors, persons with disabilities or other individuals in need. Our role encompasses more than just business management, decision-making and guardianship – we strive to support mental, emotional and physical well-being and help our clients, and their families, from a position of trust and good faith.
Trust and Estate Administration
Trust and Estate Services are offered under Fiduciary Associates of Naples, a sister company of Senior Advocacy Group.
Power of Attorney
An Agent under a Durable Power of Attorney acts on your behalf for financial decision-making if you are unable to due to incapacity or illness.
Services may include:
- Invoice review and bill payment
- Bank deposits, withdrawals or other transactions
- Property purchases, sales and management
- Information assistance for tax return preparation and filing
- Retirement benefits distribution assistance
- Contract management and negotiation
- Regular accountings and reporting
- Coordination with necessary professionals, such as attorneys and CPAs
- Law enforcement and judicial system coordination, when necessary, for exploitation protection
Healthcare Surrogate
A Healthcare Surrogate carries out your wishes regarding your healthcare if you are unable to communicate them due to a short or long-term illness.
Services may include:
- Care managers or care givers supervision
- Personal wellness check visits and care management
- Engage necessary professionals, such as doctors and physical therapists
- Coordination and communication with all engaged service providers
- Medical records management
- Insurance and benefits administration
Professional Guardian
A Professional Guardian is appointed by a court if you are incapacitated and don’t have a Power of Attorney and/or Healthcare Surrogate in place.
Services may include:
- Administration and management or disposal of real, personal, intangible and business property
- Benefits and income acquisition
- Budget management and bill payment
- Coordination and communication with all engaged service providers
- Medical records and mental/personal care services management
- Insurance and benefits administration
- Medical decision-making
- Physical appearance and condition assessment and preservation
- Living condition monitoring and safeguarding
- Family communication and intermediation