Life & Legacy Planning

Peace of mind during the golden years and the final chapters. We want our clients to spend time focusing on the important things in life: traveling, playing games, family time… But with the vast reams of documentation associated with medical, financial and legal affairs to deal with, caring for a loved one can quickly become an administrative burden. That’s why Aegis Care Advisors can help you manage all of it, and become the single source of information and insight for you and your family.

Financial  / Medical Matters

• Counsel on healthcare reimbursement
• Insurance policy reviews and benefit assessment
• Filing claims for Long Term Care and Medicare
• Managing Medicare appeals
• Exploring benefits from public programs (Veterans Affairs, Medicaid, Medicare Part D)
• Creating asset & liability inventories
• Facilitating end-of-life instruction related to insurance, banking, re-titling of assets
• Assistance with monthly financial budgeting
• Coordination with financial planners/banking institutions
• Identifying cost-effective care with the best clinical outcomes

Legal / Medical Affairs

• Ensuring advance directives/DNR/living wills exist and are appropriately filed and accessible,
• Creating HIPAA-compliant documents for hospital admissions, discharge, and referrals
• Formalizing Financial and Healthcare POA and estate executor appointees, etc.

Housing & General Living issues

• Evaluating long-term care housing and care delivery options
• Exploring free or low-cost products and social services