Trusted Path Senior Concierge offers a comprehensive range of non-medical, supportive services designed to simplify life for seniors and their families. All services are tailored to your unique needs and delivered with professionalism and discretion.

Service Categories:

Administrative & Paperwork Support

• Mail sorting and organization

• Assistance completing non-legal forms

• Insurance correspondence organization

• Medical bill organization (non-advisory)

• Benefits and renewal reminders

• Document filing systems

Digital & Technology Support

• Email setup and cleanup

• Portal navigation assistance

• Password organization (client-provided only)

• Scam identification guidance

• Online scheduling assistance

Life-Admin Concierge Services

• Appointment scheduling and reminders

• Calendar management

• Correspondence support

• Transportation coordination (third-party only)

Bill & Subscription Organization

• Identify recurring charges

• Create payment calendars

• Assist with subscription management (client-approved)

• Flag irregular charges

Family Liaison & Oversight

• Monthly status updates

• Document tracking

• Family communication coordination

• Administrative follow-ups

End-of-Life Administrative Preparation (Pre-Need)

• Document inventory

• Account and digital asset lists

• Instruction binders for family access

• Pre-crisis organization and review

Request Your Personalized Service Plan