Private Professional Fiduciary Services

• Our professional Fiduciaries are licensed under the State of California and hold the National Certified Guardian certification.
• They act as Attorney-in-Fact, Trustee or Designated Agent, and are governed by the California Probate Code.
• We accept Court Appointment to serve as Conservator, Trustee and 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.

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 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

• Provide consultation and advice regarding Powers of Attorney and Advanced Directives for Health Care
• Referral to legal assistance
• Five Wishes Advance Directive forms are available at no charge through IOA. Learn more about Advance Directives.

Who is eligible

There are no eligibility requirements for Support Services for Elders.

Payment Options

Payment Options	Long Term Care Insurance	Private Pay
Fee Is Covered
Notes	—	Payment plans are available.

Marin County’s Support Services for Elders joined IOA in 2002. Through the experience and expertise of Support Services for Elders, IOA expanded to provide help with legal matters, fiduciary services and financial management to seniors.