Support Services for Elders –
Care Coordination & Fiduciary Services
Program Overview
Support Services for Elders (SSE) provides care coordination, household management, personal support, bookkeeping, and other assistance to help protect your financial affairs. Since 1989, SSE has provided the highest quality of assistance, establishing a strong reputation with clients, attorneys, financial planners, and other professionals in Marin and San Francisco.
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 SSE services are bonded and insured.
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.
What We Offer
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.
Eligibility & Fees
There are no eligibility requirements for SSE care coordination or fiduciary services. Published hourly fees are charged for services. Payment plans are available, and long-term care insurance is accepted for care management services.
Contact Information
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
Business hours: 9am-5pm
Steven Harris, Program Director