For Professionals

A dependable care management partner for the people you serve.

We work alongside elder law and estate planning attorneys, financial advisors, healthcare teams and senior living professionals, so your clients and patients have steady, skilled support on the ground.

How a referral works

Simple for you. Steady for your client.

From your first message to steady updates, here is what working with us looks like.

Step 1

Send a referral

Anytime

Use the short referral form. A name and the best way to reach the family is enough.

For youA few minutes of your time, nothing more

Step 2

We reach out

1 to 2 business days

We contact the family, listen to what is happening and confirm we are the right fit.

For youNo chasing or follow-up on your end

Step 3

Assessment and plan

Weeks 1 to 2

We assess the situation in person and build a clear care plan with the family.

For youA plan grounded in what we see firsthand

Step 4

You stay informed

Ongoing

With your client's permission, we share updates so you are never in the dark.

For youA partner who closes the loop

Refer a client Book a 15-minute call

When to refer

Situations where we can help

A client's family is overwhelmed or in conflict about care
An older adult is returning home after a hospital or rehab stay
Adult children live out of the area and need local oversight
Safety, memory or medication concerns are growing
A care plan is needed after legal or financial planning is done
A family is weighing home care, assisted living or memory care

What you can expect

A partner who follows through

Prompt response to every referral
Guidance from a certified care manager
Updates shared with your client's permission
Care coordination only, never legal or financial advice
Respect for the relationship you have with your client
One point of contact for your client's family

Who we partner with

Built for collaboration

When your client or patient needs more support than your role allows, we step in and follow through.

Elder law & estate planning attorneysOn-the-ground support for clients after the legal plan is in place, and insight into care needs that inform planning.

Financial advisors & trust officersA clear view of care needs and costs so you can help clients plan with confidence.

Hospitals & discharge plannersSafer discharges with a professional who follows through after the patient goes home.

Rehab & skilled nursingSmoother transitions home or to the next level of care.

Senior living & home careA partner who helps families make good decisions and settle in well.

Professional guardiansCare coordination support for the people you are appointed to protect.

Get to know us

Let's grab a coffee.

We love getting to know the attorneys, advisors and care teams who serve South Florida's older adults. If you would like a trusted name to call when a client needs more support, we would love to meet.

Set up a coffee chat or call (754) 241-4283

Where we work

Palm BeachJupiter to Boca Raton

BrowardDeerfield to Hallandale

Miami-DadeAventura to Coral Gables

Local to the families you serve.