Passage Planning
Passage Planning views it as our responsibility to listen, guide and serve each client uniquely. Our services reach local seniors, adult children and caregivers at all stages of life.
Estate Planning*Fiduciary Services*Logistics Management*Trust Administration
Logistics Management for Seniors and Caregivers
Aging in Place Services for Seniors
(client resides in private home, condominium, apartment, assisted living accommodations)
A client centered approach to development of a daily logistics strategy. This should include the client and existing caregivers/family members including:
Connecting Seniors to Their Community
-Social engagement in community classes, programs, development of friendships, places of worship
-Accompany client to appointments (medical, social, vendors)
-Transportation strategies
-Development of interests/hobbies/group interactions
Finances and Technology Access
-Technology use/minimization/simplification and security against digital fraud (phone, tablet, computer and online applications)
-Financial access and potential stumbling blocks
-Daily Bill Paying, Credit Analysis, Debt Management and Budgeting
-Financial Management Monitoring (independent supervised spending)
Home and Wellness
-Medication review and pharmacy troubleshooting; follow up with client access to medical team
Interface with other professionals including geriatrician, internist, case managers, nurses, medical social workers, real estate professionals, housing staffing, therapists, home care aids and caregivers
-Reviewing general client and home care (Hygiene, basic tasks, yard care and safety)
-Observing client in home for possible referral to therapeutic aids (physical, occupational, emotional and spiritual support)
-Facilitating Family and friend connection, travel arrangements
-Support of specific nutrition/physical exercise plans
-Daily Bill Paying, Credit Analysis, Debt Management and Budgeting
-Financial Management Monitoring (independent supervised spending)
Trust Administration and Executor Support
Serve as the professional assistant to a named Executor/Successor Trustee in completion of their duties.
Serve as the named Successor Trustee and or Estate Executor.
Executor for Seniors without a Partner or Family. (Particularly helpful where family is at a great distance or unable to serve due to age, personal demands or capacity)
Serve as the Healthcare Representative (AHCD agent) and Power of Attorney or Agent of the Power of Attorney
Conservator for those who living with mentally or physical challenges (Conservator for the Estate and/or the Person)
Fiduciary Services
A fiduciary's role may include roles as manager, trustee or guardian. It is also a nurturing bond of trust, concern, and attentive care-giving. A fiduciary seeks to support mental and emotional well-being; reduce the stress of changing circumstances or unexpected events; and, most importantly, help each client, and their families, enjoy a fulfilling life.
-Trustee
-Financial Management Monitoring (independent supervised spending)
(Credit to PFAC)
Trusts and Estates Lawyer
About Passage Planning
Located in Silicon Valley with clients in most Bay Area Counties and services that can reach throughout California.
Trusts and Estates Legal Team
Meet the team
Kathy is a California Licensed Private Professional Fiduciary, Certified Estate Planner™ and recovering attorney. She is a member of the Professional Fiduciary Association of California and Peninsula Estate Planners Council. Her broad professional experience is diverse and includes estate planning, trust administration and management, legal practice and tenacious task completion.
Kathy holds degrees from Northeastern University School of Law and Santa Clara University. She has served as executor/personal representative/advisor in three states.
Kathy is a rare Bay Area native and makes her home in Palo Alto with her family.