Planning Services
We help our clients plan for the lifestyle they envision. Our unique and individually tailored services allow you to take this monumental task in stride as we tackle each component in manageable bites. Growing older comes with many life changes – relationships, lifestyle, purpose, connection, and needs. Since no two people experience aging the same way, our approach must be supportive, personalized, and most importantly, HOLISTIC.
Enlisting Professional Support
Our first step in the process is to ensure you have the best professional support for your needs. Aging is not a one-size-fits-all journey. As you begin to explore your options, you may need to evaluate the professionals that are supporting you now and if there are others you need to enlist for the future.
When it comes to hiring an expert in the various fields of elder care, you need to make sure you have found someone that understands your needs and will help make your desires a reality.
Professional support:
- Elder Law and Estate Planner
- Financial Planner
- Family Mediator
- Divorce Attorney
- Care Manager
If you are not sure what you need, our complimentary consultation will help you determine your next steps and where to begin.
Options Counseling
With an ever-growing list of options to choose from, it is imperative to gain a deep understanding of the differences among them and what works best for your unique needs both short and long-term.
At Dovetail Companies, we are Senior Living experts. As Certified Senior Advisors® and Care Manager Certified® we have guided thousands of families through this process to provide clarity and peace of mind. Our goal is simple: to ensure that you are well-educated on your options, you have a clear understanding of the offerings and you can easily make an informed decision, for yourself or a loved one. Our team of experts are here to support you along the way and provide ongoing guidance.
Services offered:
- One-on-One Consultation
- Educate
- Advocate
- Provide Targeted Recommendations
- Schedule and Attend Community Tours
- Facilitate Family Conversations
- Arrange for Pre Move-In Support
Caregiver Resources
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Recommended Support:
- Bullet Point
Managing a Recent Diagnosis
Oftentimes we experience the loss of a loved one or a client and we are left overwhelmed by the thought of where to start. Dovetail Companies works directly with the family, friend, or professional in charge of managing an estate to seamlessly execute all that is required.
If you are a family member, trustee, professional, or family office, we are here to help seamlessly organize the process to ensure a smooth transition from the former owner to the estate.
Services offered:
- Inventory of Client Belongings
- Management Oversight of an Appraisal, Estate Sale, Donation Coordination
Solo Aging
Oftentimes we experience the loss of a loved one or a client and we are left overwhelmed by the thought of where to start. Dovetail Companies works directly with the family, friend, or professional in charge of managing an estate to seamlessly execute all that is required.
If you are a family member, trustee, professional, or family office, we are here to help seamlessly organize the process to ensure a smooth transition from the former owner to the estate.
Services offered:
- Inventory of Client Belongings
- Management Oversight of an Appraisal, Estate Sale, Donation Coordination
Bereavement Services
Oftentimes we experience the loss of a loved one or a client and we are left overwhelmed by the thought of where to start. Dovetail Companies works directly with the family, friend, or professional in charge of managing an estate to seamlessly execute all that is required.
If you are a family member, trustee, professional, or family office, we are here to help seamlessly organize the process to ensure a smooth transition from the former owner to the estate.
Services offered:
- Inventory of Client Belongings
- Management Oversight of an Appraisal, Estate Sale, Donation Coordination
Getting Started
It all begins with a complimentary consultation. Our team of experts will meet with you for an in-depth discussion to determine your unique situation and needs. From there, we will develop a comprehensive timeline and plan to support you in navigating the road ahead.
Request a Complimentary Consultation
