Care Management Services
Needs Assessment & Analysis
Personalized Care Planning & Management
Communication and Advocacy with:
Physicians
Hospitals
Retirement Communities
Government and Social Service Agencies
Families
Engagement and Monitoring of Caregivers
Fiduciary Services
Collaboration & Advocacy with:
Financial Institutions
Pension Plans
Insurance Companies
Government Agencies
Power of Attorney
Conservatorships of Estate and/or Person
Trust Administration
Special Needs Trust Administration
Representative Payee for Social Security
Estate Administration & Probate
Want more details?
For a detailed list of our Care Management services and capabilities
click here.
For a detailed list of our Fiduciary services and capabilities
click here.
Marchi & Smith | 311 Miller Avenue, Suite H | Mill Valley, CA 94941 | phone: 415.383.9777 | toll free: 800.924.9202