Helping co-ordinate day to day care needs

An elderly, long-standing client of the firm wanted help to manage her affairs. She told us:

“I need someone I can trust to help make decisions about financial matters as well as arrangements for the care and support I need at home. It has to be someone who I know will act in my best interests.”

How we helped

We recommended that our long-standing client make a Lasting Powers of Attorney (LPA). One of the Partners was appointed as the client’s attorney. The Partner was able to step in and assist with managing our client’s finances. This included reviewing our client’s financial situation as well as registering as an attorney with the various institutions our client had accounts with. Once we had a picture of her finances, the Partner was able to set up a care package for our client. In addition to this, we are now able to assist with our client’s day to day needs, including helping with her health and well-being by working with the carers to arrange her daily medication. 

The outcome

All aspects of the client’s day to day life are now managed for her, giving her security and peace of mind and with the help of daily care support. Our client knows that we are always only a phone call away should she need advice and at the same time, we know that our client’s best interests are being served.