Personal Affairs Management

Understanding the complexities of Social Security, insurance, Medicare and Medicaid can be confusing. And managing the maze of mail (is it junk or not?) and bill paying can be time-consuming.


Call CareLinkTM today so you can relax tomorrow.


CareLinkTM can help you with:

Personal Affairs

  • Prepare correspondence
  • Interface with financial, legal, service, and other professionals
  • Set up appointments
  • Provide transportation
  • Provide Notary Public services
  • Offer personal visits
  • Create care planning sessions and attend nursing home care planning sessions
  • Provide other services as needed
  • Help identify and implement solutions to problems

Financial Affairs

  • Balance bank statements
  • Establish and monitor positive cash-flow
  • Pay bills and deliver bank deposits
  • Negotiate with creditors
  • Organize tax documents
  • Process medical expenses and insurance claims
  • Verify bills and prepare checks
  • Reconcile medical bills and health insurance
  • Resolve Medicare and Medicaid claims
  • Help establish monthly budgets

Business Affairs

  • Provide organizational assistance and record keeping
  • Initiate and process all business, household,
  • and automobile insurance bills, forms and claims
  • Review, process and file mail
  • Provide file-maintenance of important documents
  • Prepare correspondence for client’s signature

CareLinkTM is always just a phone call or email away.