Our Services

We guide families through complex legal, financial and healthcare issues

Safe Harbor Elder Care Services, LLC is a Tampa Bay area consulting company that specializes in helping seniors and their families navigate the complex legal, financial, and healthcare issues they face in today’s aged lifestyle environment. Our services are tailored to meet the individual needs of each client, covering a wide range of services including the role of fiduciary, guardian and patient advocate. With our combination of expertise and experience, we can provide a compassionate, knowledgeable, and efficient approach to helping seniors and their families ensure their future well-being. Let us help you and your loved ones plan for the future with security, peace of mind and optimal health.

patient advocate

Patient Advocate

Life is unpredictable and you do not know if you will ever be put into a position where you will not be able to make these decisions. Without a medical power of attorney in place, the important decisions necessary for your health and well-being or that of your family can be left to the courts. Additionally, trusting family to communicate effectively, without jealousy, greed, or conflicting values to carry out your wishes is often not realistic. Safe Harbor Elder Care is your advocate and will carry out your wishes to the highest standards with integrity, professionalism, and leadership.

Professional Fiduciary

FIDUCIARY SERVICES:

  • TRUSTEE
  • TRUST ADMINISTRATION
  • CARE MANAGER
  • POWER OF ATTORNEY (POA)
  • CONSERVATORSHIP
  • EXECUTOR


Safe Harbor Elder Care can provide clients and families the comfort and safety of fiduciary services. A Fiduciary is a person who holds legal or ethical relationship of trust with one or more persons. They act for and on behalf of, one person, in a position of vulnerability. Good conscience requires the fiduciary to act at all times for the sole benefit and interest of the one who trusts. Managing these roles and responsibilities is not taken lightly. A fiduciary duty is the highest standard of care in equity or law. A fiduciary is expected to be extremely loyal to the person to whom he owes the duty.

One of the biggest benefits of hiring a professional fiduciary is the ability to avoid family conflict. Safe Harbor Elder Care will lend objective legal and financial expertise while ensuring that the person’s affairs are taken care of without the added drama that can ensue during times of transition or an emergent health event. No matter the complexity of the family or individual’s financial or health situation, Safe Harbor Elder Care can help. Safe Harbor Elder Care has provided fiduciary services for clients whose transaction values ranged from under $1,000,000 to over $25,000,000.

consulting with clients
services
professional liaison in a meeting

We Help Clients and Their Loved Ones Find The Community Resources They Require

Many times, family members of loved ones live out of state/country and need personalized assistance to ensure that their loved one gets the support they require. Safe Harbor Elder Care has built connections to services and agencies that are often required in times of crisis or changes in health. Navigating the aging process with a loved one long-distance can be extremely taxing emotionally and often requires a significant amount of time. Safe Harbor Elder Care has the solutions to the continued obstacles that arise during the aging process. Their resources are vetted, safe, licensed and referred with the utmost trust that your loved one will receive the best service.

We Coordinate with Physicians, Assisted Living Facilities, Rehab Centers, Hospitals, and Hospice

Mistakes happen to loved ones when communication between different service entities break down. Service entities can also include Nursing Homes, Elder Law Attorney, Veterans Health Services and Financial Advisors or Certified Financial Planners. Safe Harbor Eldercare will maintain a proactive approach in anticipating issues or concerns and will engage with the appropriate professionals when needed.

coordinating services with health professionals

Find out how we can help you and your family.