Care Management and Fiduciary Services
IOA Recommended
Five Wishes Advanced Directives
Five Wishes Advance Directive forms are available at no charge through IOA. Email us today and request a Five Wishes form.
Care Management and Fiduciary Services provides care coordination, household management, personal support, bookkeeping, and other assistance to help protect your financial affairs. Since 1989, Care Management and Fiduciary Services has provided the highest quality of assistance, establishing a strong reputation with clients, attorneys, financial planners, and other professionals in Marin and San Francisco.
Our Service
All services begin with a needs assessment and an individualized plan of care. Regular updates are provided to family members and other caregivers. We work closely with clients’ existing professional support teams, such as attorneys, financial advisors, banks, health care providers, and other professionals. All services are bonded and insured.
Our staff
Our staff includes licensed clinical social workers, court-certified/state-registered professional fiduciaries, and bookkeepers--all with extensive experience managing the complex needs of older adults.
Care Coordination & Household Management Services
- Coordinating health care needs and accompanying clients to medical appointments
- Ensuring that the home is well-maintained and safe
- Securing and overseeing home care
- Researching and arranging moves to an alternate living situation
Personal Support & Bookkeeping
- Arranging for companionship, shopping, or escorted travel
- Providing basic bookkeeping, bill paying, and budgeting
- Reconciling bank statements
- Sorting through mail, organizing papers, and pulling together end-of-year tax information
- Filing medical claims
- Managing cash used for daily purchases
Planning Ahead
- Helping to arrange power of attorney, advance directives
- Referral to legal assistance
- Five Wishes Advance Directive forms are available at no charge through IOA. Learn more about Advance Directives.
Private Professional Fiduciary Services
- Our professional fiduciaries act as attorney-in-fact, trustee, or designated agent, and are governed by the California Probate Code.
- We also accept Court Appointment to serve as conservator, trustee, or personal representative of an estate.
- Each fiduciary is a member of the Professional Fiduciary Association of California, and exceeds its stringent educational, ethical and experiential standards.
Save the dates - May 4 & June 23, 2010
IOA Professional Education
Mind, Body Spirit - Pathways to Improving Health
Register today for IOA's 2010 professional education series. As we age, the
mind, body and spirit interact, helping us cope with limitations, grow in
new ways and understand the aging process differently. CEUs available. Learn more about this
professional education opportunity.
Tuesday, May 4: Integrating Mental, Emotional and Spiritual
Health
Wednesday, June 23: Understanding and Managing Clients Who
Challenge Us as Professionals
Register Online: Early
bird registration now open!
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Contact Information
Care Management & Fiduciary Services
San Francisco & the Peninsula:
3330 Geary Blvd.
San Francisco, CA 94118
Phone: (415) 750-4111
Toll Free: (877) 750-4111
Marin County:
1005 A Street, Suite 207
San Rafael, CA 94901
Phone: (415) 456-8692
Email: care@ioaging.org
Hours: 9am - 5pm
IOA's Senior Campus
Affordable housing, affordable health care and community programs to help older adults live independently. IOA's state-of-the-art Senior Campus is scheduled to open Fall 2010.
Donate Goods & Services
IOA benefits from donations of all kinds. Household and office items are used directly by our programs. Volunteers bring their care and experience to serve our clients. And financial support ensures that IOA may continue to help seniors live healthy, safe lives at home.
Donate household & office items.
Donate your time & experience.
Provide financial support.