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MAKING A DIFFERENCE TO LATER LIFE LET’S FACE IT, NO ONE LIKES TO THINK ABOUT GETTING OLDER. BUT HERE AT MORTON FRASER WE LIKE TO MAKE THINGS A LITTLE EASIER, SO WE’VE PUT TOGETHER THIS HANDY LIST WHICH INCLUDES SOME OF THE THINGS THAT WE CAN DO TO HELP MAKE YOUR LIFE MORE ENJOYABLE. Our dedicated team of experts can help with any of the following 1. 2. 3. 4. 5. 6.

Discuss needs of clients with family members and liaise with GP. Some local authority contact. Arrange assessments by social services if not already carried out. Assist in completing Free Personal Care and Nursing Care forms as required. Locate and set up suitable assistance in the home when privately funded. Research and arrange visits to residential care homes of nursing care homes either personally or on behalf of family members. 7. Assist in client’s move to care home, dealing with furniture removal, clothing etc. 8. Liaise with house clearance company as required. 9. Keep in touch with client if possible or care home with visits and if necessary reviewing progress. 10. Attending to financial matters of client if required, in conjunction with our Wealth Managers 11. Each case really has to be judged on its own merits and our input can vary. In instances where clients are able to remain at home, services offered in addition to the above:Arranging:1. Care in the home for personal assistance and meals (both private and local authority) 2. Arranging for shopping to be done either by a private agency or on-line shopping and delivery. 3. Purchasing personal items and delivery to client. 4. Redirection arrangements for mail and attending to same. 5. Partial clearance or sale of personal effects. 6. Ordering and arranging delivery of furniture etc. 7. Making arrangements for pet care. 8. Selling car registration numbers. …………………..the list goes on! morton-fraser.com


List of things we do to care for our elderly clients • Corresponding with banks/building societies • Corresponding with utility companies and providing them with updated meter readings • Corresponding with Social Worker • Corresponding with GP • Making sure memberships are paid and up to date • Liaising with your neighbours if appropriate • Paying nursing home fees & top up of pocket money account • Paying dog walker / vet bills • Council - applying for council tax exemptions, and assisted funding once reached threshold • Pension - contacting pension service, re disability allowance/attendance allowance/winter fuel • Organising a gardener if appropriate • Applying for TV licence refund • Arranging befriender

morton-fraser.com

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Arranging for mail redirection Liaising with Attorneys, if they are not part of MF Accountants Tax Returns Auditor Broker Chiropodist Dentist Opticians Employer Factor Family member Hairdressers Home help Plumbers Property clearance Looking after property

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