Frequently Asked Questions

A senior advocate helps an older adult and family organize information, prepare questions, communicate concerns, understand available options, and coordinate next steps while respecting the client’s wishes, dignity, independence, and right to make decisions.

No. Elder Guardian 360™ is not a home health agency, nurse registry, nursing service, personal-care agency, or licensed healthcare provider.

We do not provide hands-on personal care, skilled nursing, medical treatment, medication administration, bathing, dressing, toileting, lifting, transferring, wound care, or clinical services.

Services may include:

• Senior advocacy
• Care coordination and resource navigation
• Appointment preparation and accompaniment
• Non-clinical appointment notes
• Authorized family communication
• Non-clinical wellness observations
• Hospital and rehabilitation transition support
• Senior Life & Family Coaching
• Transition & Urgent Support
• LifeFile™ organizational resources

The specific services provided depend on the selected plan, authorization, location, scheduling, availability, and the agreed scope of support.

No. Elder Guardian 360™ does not make medical, legal, financial, housing, placement, guardianship, or end-of-life decisions.

Decisions remain with the client, authorized representative, healthcare providers, attorneys, financial professionals, and other properly designated decision-makers.

No. Elder Guardian 360™ is not a court-appointed guardian and does not provide legal guardianship services.

We may help a client, family, healthcare surrogate, agent under a power of attorney, or court-appointed guardian organize information and coordinate non-medical support within the appropriate authorization.

No. We do not take control of client funds, manage bank accounts, pay bills, make financial decisions, or provide financial advice.

Limited organizational or communication assistance may be provided when properly authorized and within the agreed non-financial scope of service.

Yes. With appropriate permission and subject to availability, Elder Guardian 360™ may accompany a client to an appointment, help prepare questions, take non-clinical notes, organize follow-up information, and provide an authorized summary to designated family members.

Care coordination means helping organize appointments, providers, facilities, services, documents, family communication, and next steps so the people involved have clearer information and a better understanding of what may need to happen next.

Yes, when appropriate authorization has been provided. We may communicate questions, organize information, request clarification, coordinate appointments, and support communication among the client, authorized family members, providers, facilities, and services.

Healthcare providers and facilities remain responsible for medical decisions, clinical instructions, treatment plans, and official medical records.

During a scheduled visit, Elder Guardian 360™ may observe and document general, non-clinical concerns related to the home environment, communication, routines, mobility concerns, or changes reported by the client.

These observations are not medical assessments, nursing evaluations, vital-sign monitoring, diagnoses, or continuous supervision. Concerns may be communicated to authorized family members or appropriate professionals for follow-up.

We may help identify possible home-care companies, transportation services, meal programs, veterans resources, community programs, facilities, or other professional services.

Clients and authorized decision-makers remain responsible for evaluating providers, reviewing contracts, confirming licensing and insurance, and making final selections.

Yes. Elder Guardian 360™ can provide local, scheduled non-medical advocacy, appointment support, care coordination, and authorized family communication when family members live outside Pinellas County or outside Florida.

Depending on the selected service and signed authorizations, family updates may include:

• Appointment summaries
• Non-clinical visit observations
• Provider instructions supplied during appointments
• Upcoming appointments and tasks
• Care-coordination updates
• Questions requiring family follow-up
• Organized next steps

Information is shared with individuals authorized by the client or authorized representative, with service providers involved in requested support when appropriate, or when disclosure is otherwise permitted or required by law.

Clients and authorized representatives are responsible for identifying who may receive information and notifying us when an authorization should be changed or withdrawn.

Elder Guardian 360™ does not create or maintain official clinical medical records.

In connection with our non-medical services, we may retain intake forms, authorizations, non-clinical service notes, appointment information, wellness observations, family communications, service plans, transaction records, and documents supplied by clients or authorized representatives.

Healthcare providers and facilities remain responsible for their official clinical records, diagnoses, treatment plans, and medication documentation.

Elder Guardian 360™ respects client privacy and uses reasonable safeguards intended to protect personal information. Information is handled according to our Privacy Policy, applicable authorizations, business needs, and legal obligations.

No email, website, cloud-storage platform, or electronic communication system can be guaranteed to be completely secure. Highly sensitive information should not be sent through general website forms, standard email, voicemail, or social media unless we have directed you to an appropriate method.

When included in the selected service and properly configured, a Family Portal may provide authorized users with access to approved appointment summaries, updates, notes, documents, or other information related to the client’s support.

Available portal features depend on the client’s service plan, authorizations, platform settings, and the specific tools being used. Portal access should not be considered an emergency communication or continuous-monitoring service.

Senior Life & Family Coaching is a supportive, education-based service for older adults, adult children, and caregivers who need help organizing concerns, understanding options, making plans, preparing difficult conversations, or identifying next steps.

Coaching can be purchased as a stand-alone service without enrolling in a monthly advocacy plan.

No. Coaching is not psychotherapy, mental-health counseling, crisis counseling, medical treatment, diagnosis, legal advice, or financial advice.

Coaching focuses on practical education, planning, problem-solving, caregiver concerns, family communication, and action steps.

No. Coaching primarily provides education and guidance directly to the older adult or family.

Advocacy and care-coordination services may involve more active appointment support, authorized communication with providers or facilities, organization of services, family updates, and scheduled follow-up.

Yes. Adult children, spouses, caregivers, and other involved family members may participate when appropriate and with the permission of the individual receiving coaching.

Yes. Coaching may be completed by telephone or video. In-person sessions may also be available depending on location, scheduling, and the selected service.

Current stand-alone coaching options include:

• Clarity Coaching Session — $149: One private 60-minute session for a focused concern, education, practical guidance, and clear next steps.
• Three-Session Guidance Package — $399: Three private 60-minute sessions with individualized planning, progress review, and up to two brief email check-ins between sessions.
• Four-Week Transition Coaching Intensive — $595: A one-time four-week program with four private 60-minute sessions, a written transition and action plan, limited between-session email check-ins, and a written closing summary.

Current payment links, scheduling requirements, availability, and complete package terms are displayed on the Senior Life & Family Coaching page.

When included in the selected coaching package, between-session email support is limited to up to two brief, coaching-related email check-ins between scheduled sessions. Messages are answered during regular business hours, generally within one business day.

Email support does not include emergency assistance, extensive research, provider or facility communication, active care coordination, document review, or unlimited messaging.

Coaching add-on prices are discounted exclusively for clients enrolled in an active Elder Guardian 360™ monthly advocacy plan. Stand-alone coaching packages are priced separately and do not require monthly advocacy enrollment.

Coaching add-ons remain available only while the related monthly advocacy plan is active and are subject to the applicable service agreement and scheduling availability.

Yes. Transition & Urgent Support may assist families during hospitalizations, rehabilitation stays, discharge planning, transitions home, unexpected changes, and other time-sensitive care situations.

Support may include organizing questions, appointment or care-meeting assistance, authorized communication, transition planning, documentation, and care coordination.

No. The word “urgent” describes a difficult or time-sensitive family care situation. Elder Guardian 360™ does not provide emergency medical care, emergency transportation, 24-hour response, continuous supervision, or guaranteed immediate assistance.

The $1,495 program includes up to ten total service hours of scheduled, short-term, non-medical advocacy, communication, organization, and care coordination. The included hours may be used during a service period of up to 30 consecutive calendar days.

The program may support a hospitalization, rehabilitation stay, discharge, transition home, significant change in circumstances, or another time-sensitive care transition.

Service time may include client and family calls, authorized provider or facility communication, care coordination, documentation, research, resource coordination, appointment or care-meeting participation, family updates, follow-up activities, and applicable travel time.

The specific activities included are based on the signed service agreement, client authorization, scheduling, location, and the agreed scope of support.

No. The program does not include unlimited calls or messages, daily visits, overnight care, hands-on personal care, continuous supervision, on-call availability, emergency response, or 24-hour support.

Services are scheduled during the applicable service period and remain subject to availability, authorization, location, and the agreed service plan.

No. Time-sensitive situations may sometimes be scheduled sooner when availability permits, but same-day service is not guaranteed.

Availability depends on location, scheduling, authorization, travel requirements, current capacity, and the requested scope of service.

LifeFile™ is a personal information and preparedness organization system designed to help individuals and families keep important healthcare, legal, financial, household, personal, and care-related information organized and easier to locate.

No. LifeFile™ is not an official medical record, legal document, medical-alert device, monitoring system, emergency service, or substitute for professional medical, legal, or financial advice.

Users are responsible for entering accurate information, reviewing it regularly, storing it securely, and sharing it only with trusted and authorized individuals.

LifeFile™ options may include digital materials, printed materials, bundles, and refill products. Current formats, contents, pricing, delivery details, and payment options are listed on the LifeFile™ page.

Elder Guardian 360™ primarily serves older adults and families throughout Pinellas County, Florida.

Certain coaching sessions and consultations may be provided by telephone or video. In-person service availability depends on location, travel requirements, scheduling, and the requested scope of support.

Start times vary. Services may begin after the consultation, payment or enrollment, required forms, authorizations, and service planning have been completed.

Availability depends on scheduling, location, current capacity, and the type of support requested. Same-day, after-hours, weekend, holiday, or immediate service is not guaranteed.

Getting started begins with a consultation, assessment, coaching purchase, or other applicable enrollment step.

We will discuss your concerns, explain available options, review service boundaries, and help determine whether coaching, Transition & Urgent Support, or an ongoing advocacy plan may be the best fit.

Helpful information may include:

• A short description of the current concern
• Names of involved family members or decision-makers
• Upcoming appointments or transitions
• Important provider or facility information
• Questions you would like answered
• Existing authorizations or legal representative information
• Your preferred type of support

Do not send highly sensitive documents through general email or website forms unless Elder Guardian 360™ has directed you to an appropriate method.