Paralegal Services and Geriatric Advocacy
Putting the ‘care’ back in Caregiving
As our loved ones age the process of caring for their health and finances has become increasingly difficult to navigate.
We help our clients manage the care and legalities of their loved ones so they can enjoy their time with their family.
Fiduciary Services Group handles arrangements from setting up estate planning, basic day-to-day needs like paying bills, finding appropriate care arrangements for current or future needs, transitioning from individual housing to community life, serving as an advocate for vulnerable clients to their families or caregivers, and so much more!
Each of our clients has different needs and we adapt to your needs rather than asking you to adapt to ours. This is your life, we are here to help you live it!
How we can help you
All our services are customized to your needs,
some services we can provide are:
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Explaining and guiding you through the estate planning process.
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Preparing you for and/or accompanying you to meetings with lawyers, accountants, real estate agents, and more.
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Advising and advocating for you.
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Make geriatric care arrangements that fit your needs.
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Helping downsize or transition to retirement communities
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Manage the intricacies of geriatric care.
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Maintaining clear communications with families for those who have difficulty or impairment.
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Assisting with day-to-day tasks including organizing mail, paying bills, scheduling appointments, and making phone calls.
Fiduciary Services Group's principal advisor, Susan, has over 30 years experience working as a paralegal in law firms, as a bank trust officer, and as the president of her own independent paralegal business. She specializes in estate and trust administration, estate planning, and geriatric care management.
Susan Gabrielson