safeplanners.org safeplanners.org

safeplanners.org

SAFE Planners

Senior Advocates, Fiduciaries, and Educators. SAFE Planners, Inc. Committed to Enhancing the Quality of Your Life. RN Certified Care Managers. Conservators of Person and/or Estate. Agents under Power of Attorney. Agents for Advanced Health Care Directives. Advocates to support and enhance quality of life. Bill Pay/Money Managers to protect from financial abuse. Consultants for family members acting in a fiduciary role. A professional with extensive experience is needed. Elder Abuse is suspected.

http://www.safeplanners.org/

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CONTACTS AT SAFEPLANNERS.ORG

Trisha Atwood

Trisha Atwood

350 E ●●●●●●te 300

Eu●●ka , California, 95501

US

1.70●●●●1144
ta●●●●●@safeplanners.org

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Trisha Atwood

Trisha Atwood

350 E ●●●●●●te 300

Eu●●ka , California, 95501

US

1.70●●●●1144
ta●●●●●@safeplanners.org

View this contact

FatCow

K.L. Peterson

70 Bla●●●●●●d Road

Bur●●●ton , Massachusetts, 01803

US

1.88●●●●9780
1.78●●●●6550
su●●●●●@fatcow.com

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SAFE Planners | safeplanners.org Reviews
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Senior Advocates, Fiduciaries, and Educators. SAFE Planners, Inc. Committed to Enhancing the Quality of Your Life. RN Certified Care Managers. Conservators of Person and/or Estate. Agents under Power of Attorney. Agents for Advanced Health Care Directives. Advocates to support and enhance quality of life. Bill Pay/Money Managers to protect from financial abuse. Consultants for family members acting in a fiduciary role. A professional with extensive experience is needed. Elder Abuse is suspected.
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2 who we are
3 code of ethics
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SAFE Planners | safeplanners.org Reviews

https://safeplanners.org

Senior Advocates, Fiduciaries, and Educators. SAFE Planners, Inc. Committed to Enhancing the Quality of Your Life. RN Certified Care Managers. Conservators of Person and/or Estate. Agents under Power of Attorney. Agents for Advanced Health Care Directives. Advocates to support and enhance quality of life. Bill Pay/Money Managers to protect from financial abuse. Consultants for family members acting in a fiduciary role. A professional with extensive experience is needed. Elder Abuse is suspected.

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safeplanners.org safeplanners.org
1

Who We Are : SAFE Planners

http://www.safeplanners.org/who-we-are

Senior Advocates, Fiduciaries, and Educators. Patricia Atwood, CLPF, NCG. Patricia began her career as a professional fiduciary in 2005, as one of the founders of SAFE Planners Inc. She is a licensed professional fiduciary and a National Certified Guardian, and is committed to serving the needs of the elderly, their families, and people with disabilities within our local community. Kip, co-founder of SAFE Planners, Inc., has worked for over 20 years in education as a teacher and administrator for bot...

2

Code of Ethics : SAFE Planners

http://www.safeplanners.org/code-of-ethics-2

Senior Advocates, Fiduciaries, and Educators. Recognizing that the care of the Client is the prime responsibility, SAFE Planners shall provide services with respect for the dignity and uniqueness of each Client. Acting as an advocate in safeguarding the Client’s civil and legal rights, the Professional Fiduciary shall make decisions that maximize and protect the rights of the Client, and allow for maximum independence and self reliance. Never exceed the bounds of legally granted authority. Seek and maint...

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