Managing Affairs

Some elderly and vulnerable people find it difficult to keep on top of their personal and financial affairs. This is sometimes due to health or memory problems, or simply because of not being familiar with new technologies.

This can also be a problem for people who are responsible for elderly and vulnerable family members. Caring for a loved one is a big job, and many people simply don’t have time to take on these kinds of additional responsibilities themselves.

How can we help you with managing affairs?

We understand just how important it is to get the help and support you need quickly.

Day To Day Administration

Roche Legal can help with a wide range of tasks. These typically fall under the category of financial affairs, but we are also able to support our clients with tasks relating to health, property and other ‘life admin.’

Some examples of these tasks include:

● Managing bank accounts.
● Paying bills.
● Pension administration.
● Applying for and claiming benefits.
● Setting up and managing direct debits.
● Paying carers and household staff.
● Managing care home fees.

This comprehensive managing affairs service is designed to help make things simpler for everyone involved. If you have a loved one need help, whether they’re struggling with mental capacity or just aren’t confident using online systems, then please don’t hesitate to get in touch.

I want to:

Have a question?
Call us on 01904 866139

Paperwork Auditing

It can be really difficult to care for an elderly or vulnerable relative. If you’re supporting a relative with financial matters, or if you’ve been appointed as their attorney or deputy, you may be feeling overwhelmed by what the role entails. If so, you and your relative may benefit from our paperwork audit service. We can also offer a helping hand if your loved one is preparing for a move, whether that’s to a new house, sheltered accommodation or a care home.

Our team can help you organise and make sense of your/your relative’s paperwork and finances. We can help sort through financial and legal paperwork such as:

● Bank statements.
● Statements for stocks, bonds and annuities.
● Credit card statements.
● Utility bills.
● Property deeds and rental agreements.
● Insurance policies.
● Wills, living wills, powers of attorneys and other legal documents.
● Unopened post.

As part of this process, we’ll make sure that nothing important has been missed and will draw any unpaid bills to your attention.

We’ll create a binder containing all the information you’ll need to keep your affairs in order. This will include details about bank and savings accounts, utility suppliers and insurance providers, as well as a list of emergency contacts for you to use if needed.

I want to:

Have a question?
Call us on 01904 866139

Financial Abuse

Elder financial abuse can take many forms. This serious offence can be perpetrated by family members, carers, friends or tradespeople. If you are concerned about financial abuse, it’s important to act as soon as possible.

This kind of abuse could look like:

● Someone, including a family member, exerting undue influence over someone else’s finances.
● The overt or covert taking of money.
● Using possessions without permission.
● Embezzlement.
● Intentional overcharging for products or services.
● Forgery.

Unfortunately, sometimes people who have been trusted to care for an elderly or vulnerable person take advantage of their position. If you have reason to believe that an attorney (appointed in a registered LPA or Enduring Power of Attorney), a deputy (appointed by the Court of Protection) or a guardian (acting on behalf of a missing person) is abusing their power, you should report your concern to the Office of the Public Guardian. More information about this can be found here.

You can also contact the Action of Elder Abuse helpline for advice.

I want to:

Have a question?
Call us on 01904 866139

Dealing with legal issues can be confusing and stressful. If you’re not sure exactly how we can help you, or if you want to get specialist advice right away, please don’t hesitate to pick up the phone and get in touch.

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