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FIDUCIARY SERVICES, JEWISH FAMILY AND CHILDREN'S SERVICES

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• Description:

  Provides fiduciary services for seniors who need help with management of their daily finances. The objective of the program is to reduce clients' vulnerability to financial abuse and to allow them to remain in their home as long as possible. Services include:

  • Help with paying bills and depositing checks
  • Support for medical claims processing
  • Budget Counseling
  • Additional referrals to appropriate resources

  Services are provided within a continuum of authority ranging from payee representation to durable Power of Attorney. Also offers Trustee and Executor of Estate services.

  
  Also offers a weekly food pantry to any client as a secondary service.

• Website: http://www.seniorsathome.org
• Phone(s): (415) 449-3777
• Hours: Mon 8:30am - 5pm; Tue 8:30am - 5pm; Wed 8:30am - 5pm; Thu 8:30am - 5pm; Fri 8:30am - 5pm;
• Eligibility: Older adult (age 60 or over)
• Requirements: Varies, call for details.
• Areas Served:
  • San Francisco United States
• Categories:
  • Durable Power of Attorney for Asset Management
• Contacts:

Location(s)

Location Name: JFCS HEADQUARTERS

• Accessibility: Fully accessible to individuals using mobility aids
• Physical Address: 2150 Post Street, San Francisco, CA, 94115