📞 Call or text us anytime: (408) 663-1939

Support built around your family

Non-medical coordination, errands, advocacy, and the everyday logistics of caring for a parent or running a busy household.

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Senior Support

  • Medical appointment scheduling, tracking & accompaniment
  • Groceries, pharmacy & prescription pickups
  • Transportation arranged & accompanied — we don't drive clients ourselves
  • Companionship & social engagement visits
  • Family wellness reporting & regular check-ins
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Family Support

  • Errand management & local task coordination
  • Life admin — paperwork, deadlines & vendor follow-ups
  • Special event & occasion management
  • Appointment & schedule coordination
  • Weekly family coordination & progress updates
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Document Organization

  • Overall needs assessment
  • Mail sorting & correspondence management
  • An "important documents" locator for legal & financial papers
  • Safe deposit box cataloguing
  • Move evaluation & planning
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Family Communication

  • Communication & support around eldercare decisions
  • Dispute resolution & mediation to find the best path forward
  • Coordination with your CPA, estate attorney & other professionals
  • Advocacy at medical & professional appointments
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Social Coordination

  • Travel arrangements
  • Event planning
  • Social engagement & companionship coordination
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Well-Being & Healthcare Advocacy

  • Navigating healthcare systems, providers & bills
  • Help resolving Medicare & insurance reimbursements
  • Coordinating Advance Directives, Healthcare POA, DNR, POLST & Five Wishes (with the proper professionals)
  • Appointment scheduling
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Tech Support

  • Phone, tablet & computer setup and troubleshooting
  • Video calls with family — set up & made easy
  • TV, streaming, Wi-Fi & smart-home device help
  • Spotting scams & staying safe online
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Vendor Sourcing & Coordination

  • Research & recommend trusted, licensed & insured vendors
  • Request quotes, schedule & book on your behalf
  • Provide access & oversee that the work is done as scheduled
  • Single point of contact between your family & the vendor
  • We coordinate — vendors do the work; you pay them directly

Alongside your fiduciary, attorney & CPA

We don't handle money, legal, or estate decisions — we make life easier for the professionals who do. When your family already has trusted advisors, we're the practical, everyday support that keeps their work moving.

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Records & Benefits Support

  • "Important documents" locator & organization
  • Tax-record gathering for your CPA
  • Mail sorted so bills reach the right person, on time
  • Social Security & benefits research and appointment support
  • Unclaimed-asset research
  • Household inventory & estate-sale coordination
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Coordinating With Your Advisors

  • Gathering & organizing the documents your attorney or fiduciary asks for
  • Accompanying your parent to appointments — and taking notes
  • Single point of contact between the family and the professional team
  • Keeping far-away family informed of what's been decided
  • Charitable gifting research
  • Following through on the to-dos that come out of those meetings

To be clear about where we stop: we don't handle client money, pay bills, prepare bank deposits, give legal or financial advice, or administer estates. Those belong with your licensed fiduciary, attorney, or CPA — and we're glad to work hand in hand with them.

Simple, honest pricing — no surprises

Every plan includes personal attention, the same trusted person, and peace of mind — with no hidden fees, ever.

Essentials · Entry Point
Up to 5 hrs/month
An easy place to begin · pricing shared at your consultation

  • Every appointment scheduled, tracked & coordinated
  • Groceries, pharmacy & errands handled
  • Transportation coordination
  • Family kept informed — always
  • Same trusted person, every time
One-time registration fee applies
Get Started
Comprehensive Care · Most Hands-On
Up to 15 hrs/month
The most hands-on support · pricing shared at your consultation

  • Everything in Premium, with the most involvement
  • The highest number of monthly hours
  • Weekend & holiday priority response
  • One trusted person who knows your family
One-time registration fee applies
Get Started
Custom · Tailored
Let's talk
Project-based pricing, quoted in writing

  • Built entirely around your family's situation
  • Couples Care Plan — discounted support for both
  • Scales up or down as needs change
  • One trusted person who knows your family
Registration fee: per agreement
Request a Quote
1

Free Consultation Call

We talk through your family's situation, what's working, what isn't, and what you need most.

2

We Build Your Plan

Together we map out a personalized plan — services, schedule, preferences, and how we'll keep you updated.

3

Support Begins

We show up, handle the details, and check in regularly — so you can focus on being family.

Book Your Free Consultation