Role Clarification: We assist individuals serving as Power of Attorney in understanding their responsibilities and how to navigate their role.

Authority Establishment: Guidance on activating POA authority and managing related processes.

Navigation Support: Assistance in addressing challenges like financial management, healthcare decisions, and communication with service providers.

Coaching Through Complexity: We guide families and POAs through high-stakes care decisions, offering clear strategies for navigating medical, legal, and emotional challenges.

Conflict Navigation: We provide compassionate mediation and advocacy when families face disagreement or uncertainty.

Tools for Clarity: From structured decision-making frameworks to communication tools, we help families move forward together with confidence.

Proxy Activation & Oversight: We support clients and families in designating and activating a healthcare proxy, ensuring clarity around roles and expectations.

Serving as Proxy: When formally appointed, we act as healthcare proxy, advocating for decisions that reflect the client’s wishes, values, and best interests.

Medical Collaboration: We maintain close communication with providers to coordinate care, respond to changing needs, and uphold each client’s plan with consistency and compassion.

Annual Evaluations: We conduct comprehensive annual evaluations of beneficiaries to ensure their needs are being met under the terms of the trust.

Recommendations for Eligible Expenses: Based on evaluations, we provide recommendations for items such as adaptive equipment, home modifications, or other supports that align with the trust's guidelines.

Collaboration with Trustees: We work closely with trustees to ensure the trust is utilized effectively to enhance the beneficiary’s quality of life.