Lauren Derstine Humphrey, J.D., (CA Bar License No. 199187) the founder of Derstine Humphrey, has been providing Daily Money Management services to elders in the San Diego community since 2003. She is an attorney licensed in California, New York and New Jersey and a fiduciary dedicated to providing practical, simple, sensible and caring service and advice to seniors. By streamlining their bill paying and personal paperwork, Ms. Derstine Humphrey’s clients maintain their independence and gain sustainable peace of mind.
Derstine Humphrey services include:

* Daily Money Management such as:
o Document maintenance and organization
o Bill payment and checkbook reconciliation
o Personal banking
o Fraud review
o Mail review
o Generation of reports for tax or insurance purposes

* Advocacy Services with:
o Landlords
o Medical providers
o Creditors
o Credit reporting agencies
o Financial Institutions
o Government Agencies
o Insurers

* Coordination Services such as:
o Coordinate with family caregiver and/or geriatric care manager
o Draft personal correspondence and cards
o Supervise home maintenance
o Coordinate home services
o Assist with paperwork
o Arrange for prescription delivery and billing
o Oversee home deliveries of supplies
o Provide referrals to and liason with legal, tax, investment or other professionals
o Arrange for services (private, government and nonprofit)

* Disaster Preparedness such as:
o Posting hard copies of critical information to be easily accessible in emergencies
o Itemization of assets for insurance purposes
o Photo documentation of personal property and recordation of serial numbers in case of loss or damage
o Recommendations and assistance with critical document retention and storage
o Creation of an emergency survival plan

* Medical Bill Management including:
o Insurance and claim tracking
o Follow-up on reimbursement entitlements

One free consultation is available to determine if fiduciary and daily money management services are appropriate and to ensure a smooth working relationship.

Contact Information

Lauren Derstine Humphrey
Derstine Humphrey
8677 Villa La Jolla Dr., # 1203
La Jolla, CA 92037
619-454-4428
http://www.derstinehumphrey.com