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DIANE MENIST
Professional Fiduciary and Supportive CAre for Older Adults
What we Do
We bring a holistic and practical approach to aging and end of life planning. We take time to learn about and understand your financial, real and personal property, health care and daily living needs to help you navigate these transitions as well-supported as possible.
At times, loved ones may not have the capacity to or be the most appropriate choice to handle these matters. We can serve as an outside third party when families need help navigating the needs of care management for aging loved ones. At times, we may also serve as court appointed guardians or conservators.
The following are services offered:
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Financial and health care management:
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Health Care and/or Financial Agent - Power of Attorney
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Patient advocate and navigator
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Trustee / Successor Trustee
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Executor of estate
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Financial Management Services
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Property and asset management
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Assessment and selection of location for ongoing physical care
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Coordinating of personal care and caregivers
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Facility assessment and selection
Supportive care for older adults:
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Referrals to accountants, financial advisors, and attorneys
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Coordination of personal care and caregivers
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Home and facility assessment and selection for aging in place or alternatives for longer term care
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Legacy Projects, such as family history summaries, oral histories and life reviews
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Practical needs for the dying:
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Education and support around the physical, emotional, mental and spiritual components of dying
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Planning for support and communication with extended family and friends
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Completion of the legal and practical planning aspects of dying with licensed providers
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After care/death, funeral and memorial planning
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