Life Management Services

There are times when an older adult may need help managing their affairs, due to physical or cognitive challenges or life-changing events. Elder Life Directions can provide that assistance with our Life Management Services, enabling those individuals to feel supported while giving their families peace-of-mind.

Life Management Services include:

Assist with setting up electronic bill pay
Liaise with financial advisors
Gather/upload tax documents for accountant
Assist with document management and organization
Assist with keeping insurance documents current (Long-Term Care Insurance, Home, Car)
Assist with setting up private home care/nursing/VNA services
Set up Life Alert system
Assist with driver’s license/ID renewal
Assist with cell phone management
Assist with downsizing/rightsizing
- Coordinate with real estate agents and vendors
- Manage property clean-out and item donations
Connect with resources:
- Elder Law/Estate Planning Attorney
- Financial Planner
- Accountant
- Geriatric Care Manager

"As a solo ager without an extensive family support system, Judy helped me to focus in on areas where I needed assistance. She was able to interpret my long-term care insurance policy, organize my tax documents and evaluate my financial picture for future planning. When I made the decision to move to a retirement community, Judy provided emotional support, in addition to managing all aspects of the move. She helped build my confidence, enabling me to make sound decisions as I transitioned to my new home."

J.M.