The staff at Key Associates work closely with elder-law and special-needs trust attorneys and administrators by providing liaison services for their aging and special needs clients. We coordinate the services that meet the unique needs of their clients.
As an example, in one extreme case, ”Bill,” (real name substituted) an adult with special needs, became the new client of trust professionals who manage his assets and oversee his living arrangements. Over time, because of the nature of Bill’s condition, his home had become severely neglected and was in need of major repairs. Bill’s trust attorney called on Key Associates to oversee the repair and maintenance of Bill’s home.
Key Associates met with Bill and the trust professionals and then arranged for a home inspection by a licensed and experienced home inspector. Issues found included safety concerns, plumbing and updating of mechanical systems and the need for structural reinforcements and new roofing. In addition, the yard was overgrown, many cosmetic repairs were needed and a degree of hoarding was involved.
With the inspection report in hand, Key Associates prioritized the list of needs and set to work obtaining quotes and hiring and scheduling professionals to take care of each task on the list. They called on their extensive list of experienced, vetted, and insured professionals, proven to be reliable and trustworthy. Until all needed work was concluded, Key Associates was on task coordinating contractors and checking to insure the satisfactory completion of the repairs.
Once the inspection items had been addressed, Key Associates set out to take care of cosmetic needs. Working closely with Bill, selections were made relative to paint colors, furnishings and landscaping. Staff members worked with Bill to help alleviate hoarding issues and Bill now lives in a safe, attractive environment. His home reflects his tastes and individual requirements and Key Associates continues to monitor needs and oversee maintenance.
Fees being what they are, by calling on Key Associates to handle these issues, the trust administrators were able to concentrate on managing the trust while realizing major savings for Bill.
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