Legal And Financial Referral Services

For Estate Planning, LTC Insurance And More

Coordinating your loved one’s limited resources in a cost-effective manner requires a great deal of planning – and the right connections to the services they need.

Whether your loved one needs help with estate planning, reverse mortgages or long-term care (LTC) insurance, Keen Home Care offers legal and financial referrals to enhance your options and support your choices.

We’ll gladly provide you with a professional referral for any of the following services:

  • Senior reverse mortgage specialists
  • Advance directive completion
  • Durable power of attorney for healthcare and finance completion
  • Guardianship
  • Conservatorship
  • Estate planning
  • Trusts and living wills
  • Medi-Cal applications
  • Tax preparation and advice
  • Assistance with entitlements
  • Insurance benefits, claims and entitlements
  • Long-term care (LTC) insurance services
  • Financial planning
  • Notary services
  • Referrals to geriatricians and medical specialists
Learn how to develop a detailed care plan for your loved one's safe and  worry-free return to living at home after time spent in the hospitalDownload  Your Free Guide