1185 Broadway Ave Ste. 2302, Seaside, CA 93955 United States
Site Content
Care Management
Power of Attorney (Financial and Healthcare)
Personal Representative Payee
Our Care Management team provides comprehensive oversight for clients navigating medical, cognitive, or aging related challenges. We coordinate care, advocate for client needs, and ensure safety and stability across all settings - home, hospital, rehab, or long-term care.
What we provide:
- Comprehensive assessments and care planning.
- Coordination with physicians, hospitals, and care facilities.
- Crisis intervention and stabilization.
- Medication, appointment, and transition oversight.
- Ongoing monitoring of wellbeing and safety.
- Support for families who are overwhelmed or out of the area.
We ensure clients receive the right care at the right time, with dignity and clarity.
Personal Representative Payee
Power of Attorney (Financial and Healthcare)
Personal Representative Payee
For clients who need assistance managing their income and essential expenses, we serve as a Personal Representative Payee to ensure financial stability and protection.
We handle:
- Receiving and managing benefit payments.
- Paying essential bills and living expenses.
- Monitoring for financial risks and exploitation.
- Maintaining accurate records and reporting.
This service provides structure and safeguards for vulnerable individuals.
Power of Attorney (Financial and Healthcare)
Power of Attorney (Financial and Healthcare)
Power of Attorney (Financial and Healthcare)
As a neutral, professional Power of Attorney, we step in to support clients who need assistance with financial and medical decision-making.
We assist with:
- Managing finances, bills and accounts.
- Coordinating medical care and communicating with providers.
- Ensuring decisions align with the client's values and best interests.
- Monitoring safety, capacity, and well-being.
This service is especially valuable for clients experiencing cognitive decline or for families who live out of area.
Trust Management
Special Needs Administrator
Power of Attorney (Financial and Healthcare)
As professional trustees and cotrustees, we administer trusts with neutrality, transparency, and strict adherence to fiduciary standards. We protect assts, support beneficiaries, and ensure the grantor's intentions are honored.
Our responsibilities include:
- Managing trust assets and distributions.
- Coordinating with attorneys, CPAs, and financial advisors.
- Providing clear, timely reporting.
- Supporting beneficiaries with financial and care related needs.
- Reducing family conflict through neutral decision making.
We bring structure, stability, and professionalism to complex trust situations.
Conservator of Estates
Special Needs Administrator
Special Needs Administrator
As a court appointed Conservator of the Estate, we manage and protect the financial affairs of individuals who are unable to do so themselves.
Our duties include:
- Managing assets, income, and expenses.
- Preventing financial abuse or mismanagement.
- Coordinating with legal and financial professionals.
- Providing court required reporting and documentation.
We ensure the client's estate is preserved, protected, and responsibly managed.
Special Needs Administrator
Special Needs Administrator
Special Needs Administrator
We administer Special Needs Trusts and related arrangements to protect benefits, support long term stability, and enhance quality of life for individuals with disabilities.
We provide:
- Management of trust assets and distributions.
- Coordination with benefits programs to maintain eligibility.
- Oversight of care related expenses and services.
- Transparent reporting to families and professionals.
Our approach balances financial stewardship with compassionate support.
Guardianship
Social Security Representative Payee
Social Security Representative Payee
When an individual is unable to make safe personal or medical decisions, we serve as a court appointed guardian ton ensure their wellbeing, dignity, and protection.
Our role includes:
- Overseeing personal care, medical decisions, and living arrangements.
- Monitoring safety, capacity and daily needs.
- Advocating for appropriate medical and social support.
- Ensuring the client's rights and preferences are respected
We act with compassion, neutrality, and a commitment to the client's best interests.
Social Security Representative Payee
Social Security Representative Payee
Social Security Representative Payee
As an approved Social Security Representative Payee, we manage Social Security benefits for clients who cannot safely manage funds on their own.
Our responsibilities include:
- Receiving and allocating Social Security Income.
- Ensuring funds are used for basic needs.
- Maintaining compliance with SSA reporting requirements.
- Protecting clients from financial misuse or instability.
We ensure benefits are used appropriately and in the client's best
Case Management
Social Security Representative Payee
Case Management
Case Management provides structured, hands-on support for clients with complex medical, social, or financial needs. We coordinate services, solve problems, and ensure continuity across all aspect of the client's life.
Our support includes:
- Organizing services and resources.
- Coordinating with community agencies.
- Managing transitions and crises
- Providing regular updates to families and professionals.
We bring clarity and organization to situations that require ongoing oversight.
Jan Fiduciary Services
1185 Broadway Ave. Ste 2302, Seaside, California 93955, United States
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.