Our Non‑Medical Service Categories
All services are administrative, organizational, and supportive in nature. We do not provide medical care, legal advice, or financial decision‑making.
Administrative & Paperwork Support
Many seniors feel overwhelmed by the volume of mail, forms, notices, and correspondence they receive. We help bring order and clarity without taking over decision‑making.
This service may include:
• Sorting and categorizing mail
• Organizing paperwork into clear systems
• Assistance completing non‑legal forms
• Organizing insurance and benefits correspondence
• Medical bill organization (no interpretation or advice)
• Renewal and deadline reminders
Outcome: A clear, organized document system and a better understanding of what requires attention.
Digital & Technology Support
Many essential services now require online access. We provide patient, step‑by‑step guidance to help seniors navigate digital tools safely.
This service may include:
• Email setup and organization
• Help navigating online portals
• Sorting, categorizing, and digitizing receipts
• Password organization using client‑provided information
• Scam awareness and identification guidance
• Assistance with online scheduling and forms
Safeguards: We never take ownership of accounts or access financial information.
Life‑Admin Concierge Services
This service supports the coordination of everyday life logistics that are not medical in nature.
This service may include:
• Appointment scheduling and reminders
• Calendar organization
• Correspondence assistance
• Coordination with third‑party service providers
Outcome: Reduced stress and fewer missed or forgotten obligations.
Bill & Subscription Organization
Confusion around recurring charges can create unnecessary financial stress. We focus on organization and visibility — not financial advice.
This service may include:
• Identifying recurring bills and subscriptions
• Creating easy‑to‑follow payment calendars
• Assisting with subscription cancellations (with client approval)
• Flagging irregular or duplicate charges for review
Family Liaison & Oversight
When families are involved, communication and documentation become essential.
This service may include:
• Monthly administrative summaries
• Document tracking and updates
• Coordinated communication with authorized family members
• Follow‑ups on outstanding administrative tasks
Important: We do not make decisions on behalf of clients or families.
End‑of‑Life Administrative Preparation (Pre‑Need)
Planning ahead can ease future stress for both seniors and their families.
This service may include:
• Document inventories
• Account and contact lists
• Digital asset organization
• Instruction binders for future reference
This service is administrative only and does not involve legal or medical directives.
Who We Serve
Trusted Path Senior Concierge serves:
• Independent seniors seeking organization support
• Seniors experiencing increased administrative stress
• Adult children coordinating care from a distance
• Families planning proactively
Our services are flexible and can be short‑term or ongoing.
Boundaries & Ethics
We believe clear boundaries protect clients and families.
We do not provide:
• Medical care or advice
• Hospice or bedside services
• Legal advice or document drafting
• Financial advice or money management
• Transportation services
When needs fall outside our scope, we help connect clients to appropriate professionals.