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WHAT A team of experienced professionals assist high net worth elderly with healthcare, long-term care arrangements, medicare benefits, financial matters, home sales, everyday needs and even funeral arrangements.
WHYTo provide a wealth and life management solution and help identify and coordinate services which elderly may need. To be at service when loved ones are not around to take care of the large and small picture items that need to be taken care of.
WHEREWells Fargo.
Certain Locations in USA.

Program Description

"At Wells Fargo Elder Services we deliver customized care plans based on individual needs, resources and goals. We start with a comprehensive assessment of each situation, including an evaluation of physical, medical and psychological requirements... may include an analysis of home safety and other potential hazards, mobility issues, nutrition and diet, and is coordinated with a review of other relevant medical, financial and legal services and programs in conjunction with other professional advisors including healthcare and life insurance coverage, assets and liabilities, legal documents, preparations for the event of incapacity, and overall estate planning."

A Wells Fargo Elder Services banking specialist works with high net worth seniors, their families, and a lawyer to put together a customized, comprehensive plan providing seniors with asset management and person-centered care.

A health and wellness assessment is done by a registered nurse or social worker with geriatric experience.

Medicare, and insurance benefits are evaluated on the elder’s behalf.

Personal in-home care and health care can be arranged such as assistance with cooking meals, running errands, and home repairs. The "Wells Fargo Elder Services" Program may assist in evaluating retirement communities and long-term-care facilities if required.

Finances are taken care of by managing assets, assisting with making payments for taxes, insurance, and daily bills. Assets are invested according to risk tolerance and income needs.

Tax preparation is handled to help get any benefits the elder is entitled to receive.

Documents are drawn up or updated such as: Health care documents, powers of attorney, advanced directives, estate planning documents, funeral plans and the settlement of an estate.

Find out more about the “Wells Fargo Elder Services” Program

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