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Directory of Advocates and Advisors for Seniors


A Directory of Advocates and Advisors for Seniors

Professionals and Services for seniors and retirees seeking out advice and assistance for: the set-up of new business entities. Advisors and consultants on wills, trusts, estate planning, retirement finance, senior financial planning. Online notary services and online legal forms for DIY legal documents. Also advocates can represent the elderly and disabled in complex or simple transactions (i.e. purchasing a car, or selling a home).

Our Advice: *though we vet our providers as much as possible before showcasing them here…Before engaging, please always check reputations on sites like TrustPilot, Google Reviews, Yelp (good for local), and/or the Better Business Bureau.

FAQ About Advocates and Advisors for Seniors

Why would an elderly person need an advocate?

An elderly person may need an advocate for several reasons, particularly if they are facing challenges related to their physical, mental, or emotional well-being. Here are some common scenarios where an elderly person could benefit from having an advocate:

  1. Healthcare and Medical Decisions: As individuals age, they may encounter complex medical conditions, multiple medications, and various treatment options. An advocate can help ensure that the elderly person receives appropriate medical care, understand their diagnosis and treatment options, and communicate their preferences to healthcare providers.
  2. Legal and Financial Matters: Dealing with legal and financial matters can become more complex as people age. Legal advocates for elderly people can assist with managing financial affairs, such as bill payments, budgeting, and safeguarding against financial exploitation. They can also help navigate legal issues like estate planning, drafting wills, and ensuring the elderly person’s rights are protected.
  3. Long-term Care and Housing: Many elderly individuals require assistance in determining appropriate housing options, such as independent living, assisted living, or nursing homes. An advocate can help assess their needs, research suitable facilities, and negotiate agreements with housing providers to ensure the elderly person’s safety and well-being.
  4. Social and Emotional Support: Aging can sometimes lead to social isolation, loneliness, and a decline in mental health. An advocate can provide companionship, emotional support, and help the elderly person maintain social connections within their community. They can also advocate for access to appropriate mental health services, if needed.
  5. Safeguarding Rights and Abuse Prevention: Unfortunately, elder abuse, neglect, and exploitation are issues that some elderly individuals may face. An advocate can serve as a trusted ally, ensuring the elderly person’s rights are protected, reporting any abuse or neglect, and connecting them with the necessary resources to address the situation.
  6. Communication and Advocacy: Elderly individuals may face challenges in effectively communicating their needs, concerns, or preferences. An advocate can help bridge the communication gap between the elderly person, their healthcare providers, legal professionals, and other relevant parties. They can ensure that the elderly person’s voice is heard and respected in decision-making processes.

Overall, an advocate can provide support, guidance, and representation for an elderly person, helping them navigate the complexities of aging and ensuring their best interests are upheld.

Please see additional resources in our content linked below:


What is an advocate for the elderly called?

An advocate for the elderly can go by several names or titles, depending on their specific role and the context in which they work. Here are some common titles for advocates who support and represent the interests of the elderly:

  1. Elder Advocate: This is a general term used to describe someone who advocates for the rights, well-being, and quality of life of elderly individuals. Elder advocates can work in various settings, such as healthcare, legal services, social work, or community organizations.
  2. Geriatric Care Manager: Geriatric care managers are professionals who specialize in assisting older adults and their families in navigating the complexities of healthcare, housing, and other related services. They coordinate care, provide guidance, and advocate for the elderly person’s needs and preferences.
  3. Elder Law Attorney: An elder law attorney is a legal professional who specializes in issues affecting older adults. They provide legal advice and representation in matters such as estate planning, guardianship, healthcare directives, long-term care planning, and elder abuse cases.
  4. Long-Term Care Ombudsman: Long-term care ombudsmen are trained advocates who work on behalf of residents in long-term care facilities, such as nursing homes and assisted living facilities. They investigate and resolve complaints, protect residents’ rights, and advocate for improvements in the quality of care.
  5. Patient Advocate: Patient advocates, also known as healthcare advocates or healthcare navigators, assist individuals in understanding their medical options, coordinating healthcare services, and ensuring their rights and preferences are respected in the healthcare system. They can also focus specifically on advocating for elderly patients.
  6. Social Worker: Social workers specializing in gerontology or working with the elderly population can serve as advocates. They provide emotional support, assess needs, connect individuals with resources and services, and advocate for their clients’ well-being and rights.
  7. Aging Life Care Professional: Aging Life Care Professionals, formerly known as geriatric care managers, are professionals with expertise in addressing the complex needs of aging adults. They provide comprehensive assessments, care planning, coordination of services, and advocacy to enhance the elderly person’s quality of life.

It’s important to note that the specific roles and titles can vary based on geographical location and the organization or agency providing the services. However, these terms generally represent professionals who work to advocate for the rights, well-being, and needs of the elderly.

What are the differences between Financial Planners, Accountants and Fiduciaries?

Financial Planners, Accountants, and Fiduciaries for seniors and the elderly are all professionals who play different roles in managing financial matters, and there are some subtle differences between them. Here’s a breakdown of their roles and distinctions:

Financial Planner: A financial planner is a professional who helps individuals and families develop comprehensive financial plans based on their goals, financial situation, and risk tolerance. They provide guidance on various aspects of personal finance, including investment strategies, retirement planning, tax planning, insurance, and estate planning. Financial planners typically work with clients to create a roadmap for achieving their financial objectives and offer ongoing advice and adjustments as needed.

Accountant: An accountant is a professional who specializes in financial record-keeping, analysis, and reporting. They are skilled in areas such as bookkeeping, tax preparation, financial statement analysis, and compliance with financial regulations. Accountants help individuals and businesses manage their financial records, ensure accurate and timely reporting, and assist in tax planning and filing. They focus on maintaining accurate financial records, ensuring compliance, and providing insights into financial performance.

Fiduciary: A fiduciary is an individual or entity that has a legal and ethical obligation to act in the best interests of another party. Fiduciaries are entrusted with managing and safeguarding assets on behalf of another person, typically referred to as the beneficiary or client. Fiduciary relationships can be established through various roles, such as trustees, executors, guardians, or financial advisors. Fiduciaries are legally bound to act in the best interests of their clients, avoid conflicts of interest, and exercise a high standard of care and loyalty when making decisions or providing financial advice.

One key distinction is that financial planners and accountants generally provide services based on their expertise and professional recommendations, whereas fiduciaries have a legal obligation to act in the best interests of their clients. Fiduciaries are held to a higher standard of care and are required to prioritize their clients’ interests above their own.

It’s worth noting that individuals can have multiple roles or titles, and professionals in these fields may offer overlapping services. For example, some financial planners may also be accountants or fiduciaries, and some accountants may offer financial planning services. It’s important to clarify the specific services and responsibilities of professionals in each case to understand their expertise and how they can assist with financial matters.

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