Comprehensive support from early planning through every stage of your journey.
Our Circle of Life Services
Initial Consultation & Assessment
Your journey begins with a comprehensive, no-obligation consultation where we take time to understand your family's unique situation, goals, and concerns. This is your opportunity to ask questions, explore options, and determine the best path forward.
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Free 60-90 minute consultation session
Assessment of current situation and immediate needs
Review of existing documents and planning efforts
Identification of gaps in current planning
Discussion of financial, medical, and legal considerations
Customized roadmap of recommended next steps
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Clear explanation of our services and pricing
Legal Document Review & Analysis
Proper legal documentation is the foundation of effective senior planning. We provide expert analysis of your existing documents and coordinate with our vetted legal partners to ensure everything is properly prepared and aligned with your wishes.
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Wills and trusts review and analysis
Power of attorney documents (financial and healthcare)
Healthcare proxies and living wills
HIPAA authorization forms
Guardianship and conservatorship matters
Coordination with estate planning attorneys
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Document organization and accessibility planning
Legal Document Review & Analysis
Proper legal documentation is the foundation of effective senior planning. We provide expert analysis of your existing documents and coordinate with our vetted legal partners to ensure everything is properly prepared and aligned with your wishes.
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Wills and trusts review and analysis
Power of attorney documents (financial and healthcare)
Healthcare proxies and living wills
HIPAA authorization forms
Guardianship and conservatorship matters
Coordination with estate planning attorneys
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Document organization and accessibility planning
Asset Protection & Financial Planning
Protecting your family's legacy while preparing for potential long-term care costs requires strategic planning and expert guidance. We help you understand your options and implement strategies that preserve assets while ensuring quality care.
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Comprehensive asset inventory and analysis
Medicaid eligibility planning and spend-down strategies
Trust planning and asset transfer guidance
Long-term care insurance evaluation
Coordination with financial advisors and investment professionals
Legacy planning and wealth preservation
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Tax-efficient strategies for asset protection
Ongoing monitoring and plan adjustments
Medicaid Application Process
Navigating the Medicaid application process can be overwhelming and confusing. We bring decades of experience to guide you through every step, ensuring accuracy, compliance, and maximum benefits for your loved one.
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Initial eligibility determination and planning
Document gathering and organization
Application preparation and submission
Communication with Medicaid officials
Response to requests for additional information
Appeals process assistance if needed
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Recertification support
Ongoing compliance monitoring
Housing Transitions & Living Arrangements
Whether your loved one wants to age in place, transition to assisted living, or requires skilled nursing care, we provide comprehensive support for every housing scenario. We also assist with the practical aspects of home sales and estate cleanouts.
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Aging in place planning and home modifications
In-home care coordination and provider selection
Assisted living facility research and placement
Skilled nursing facility evaluation and selection
Memory care and specialized care placement
Real estate coordination for home sales
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Estate cleanout and downsizing services
Moving logistics and transition planning
Medical equipment and supply coordination
Resource Coordination & Professional Network
You gain access to our extensive network of vetted professionals across every aspect of senior care. We've spent decades building relationships with the best providers, and we connect you with the right experts for your specific needs.
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Elder law attorneys specializing in estate planning
Financial advisors and investment professionals
Real estate agents experienced in senior transitions
Estate cleanout and downsizing specialists
Home health agencies and care providers
Medical equipment suppliers
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Assisted living and memory care facilities
Skilled nursing facilities
Hospice and palliative care providers
Geriatric care managers
Crisis Management & Immediate Needs
When urgent situations arise (a sudden hospitalization, unexpected decline, or immediate placement need), we provide rapid response support to help you navigate crisis decisions with confidence.
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24-48 hour response for urgent situations
Hospital discharge planning coordination
Emergency placement assistance
Rapid document review and preparation
Crisis-driven financial planning
Family meeting facilitation
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Coordination with medical teams and social workers
Ongoing Support & Care Coordination
Senior care needs evolve over time. We provide ongoing support to ensure your plan remains effective as circumstances change, offering peace of mind that someone is always watching out for your loved one's best interests.
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Regular plan reviews and updates
Ongoing communication with care providers
Quality of care monitoring
Financial plan adjustments as needed
Family advocacy and support
Transition planning for changing needs
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End-of-life planning and support
Ready to Get Started?
Schedule your free consultation today and discover how we can help your family navigate this journey with confidence and peace of mind.