Services

In times of life transition or profound loss, we offer guidance, advocacy and practical day-to-day support that helps you weigh your options, navigate bureaucracies, complete paperwork and address the time consuming and often uncomfortable tasks that are brought on by change.
Personal services will commence following a consultation, and can include but are not limited to:

Insurance Claim Review and Resolution
Review Explanation of Benefits
Organization
​​Submission
Appeal if necessary

​Insurance Policy Review
Research
Options
Recommendations

Document Organization
Personal Inventory Workbook creation
Review and organization of key documents

Personal Advocacy and Assistance
Name changes
Policy holder changes
Address changes
Official notifications

Professional Referral Resource

Financial Advisors

Elder Care Attorneys

Home Care Services

Senior Move Managers


Dedicated Support and Guidance Provided Throughout Each Process


IMpact Advocates - For Life's Transitions