Daily Money Managment • Fiduciary Services • Advocacy • Day Maker
About Maria Peterson and Senior Supportive Services
Senior Supportive Services, LLC provides Daily Money Management and Fiduciary Services for Seniors in the Greater Seattle area who need help managing their daily finances and administrative tasks.
Maria Peterson, owner of Senior Supportive Services,LLC recognizes the unique challenges that make it difficult for seniors to maintain their independence and she understands that sometimes a little assistance can make life a lot easier.
Maria has the skill set to coordinate the most basic tasks or complex administrative matters. She has supported many clients who have been victims of financial exploitation.
As an advocate for her clients, Maria is dedicated to providing personalized services and necessary resources. She effectively collaborates with other professionals to support her client's best interest.
Maria has been a Certified Professional Guardian through the Washington Bar Association, a Licensed Practical Nurse and she is an active member of the American Association of Daily Money Managers.
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Daily Money Management Services
Daily Money Management Services
Daily Money Management services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts. Daily Money Managers (DMMs) provide personal assistance to clients who have difficulty managing their personal monetary affairs.
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Open, Sort and Respond to Mail
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Pay Bills and Balance Checkbook
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Prepare Checks for Signing and Mailing
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Set up Online Banking and Auto-Payment of Bills
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Reconcile Bank, Credit Card and Other Financial Statements
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Prepare and Deliver Bank Deposits
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Review Medical Bills and Explanation of Benefits
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Negotiate with Creditors
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Gather and Organize Data for Tax Filing
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General Organization and Administrative Assistance
Collaboration Services
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Attorney-In-Fact under Durable Power of Attorney for Healthcare and/or Finances to make informed decisions on your behalf when you are not able to do so.
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Serve as Personal Representative for Estate Administration of your Will when there isn't a a family member available.
Fiduciary Services
Coordinating with other professionals on behalf of our shared client.
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Attorneys
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Care Managers
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CPAs
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Financial Advisors
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Healthcare Providers
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Hospital Discharge Planners
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Seattle Police Dept (Financial Exploitation Cases)