
Since 1979, Debra J. Dolch Fiduciary Services has supported hundreds of individuals by providing comprehensive personal care management services. We serve a wide variety of ages, backgrounds and cultures, always striving to enhance and preserve the special and distinctive qualities of each individual and family. After a thorough assessment, we will present you with a detailed, individualized plan to help you and your family determine how we may best be of assistance to you.
Our services span the Greater San Francisco Bay Area. We have partnerships with community agencies, legal and financial professionals and service providers throughout the region.
Comprehensive Assessment
For the family or professional who needs some guidance on developing a plan for a loved one, our skilled care managers can provide a detailed assessment with recommendations for care. We will visit the individual in his or her own setting, evaluate strengths as well as areas for increased focus, and provide the family or professional with a specific plan that can then be implemented.
Care Management
With the support of the individual, family member or responsible party, we will visit the individual in her or his residence, whether at their own home, assisted living facility or other group living residence or nursing home, to provide a comprehensive assessment. We will then assist the individual or family to implement the care plan, which may include referrals to our wide network of service providers. We will monitor the effectiveness of the interventions, adjusting the plan as the needs of the individual change. Our goal is always to enhance the uniqueness of each individual while promoting increased safety, comfort and well-being.
- We can also assist with moving to a more appropriate or safer setting, by evaluating residence options, assisting with the “down-sizing” that is often needed and assisting with the transition to the new residence.
- Care Management can be a short-term intervention, to assist an individual through a particularly challenging transition, or can be longer-term.
- Care Management services may be particularly helpful to families who live at a distance, as we can provide personal attention and supervision to your loved one.
- The Care Manager is an experienced guide through issues of aging, including dementia and other chronic health problems. We are familiar with both public and private resources available to individuals of all ages.
Advanced Healthcare Directive
You can name Debra J. Dolch to serve as your agent under an Advanced Healthcare Directive should you become incapacitated. Your Health Care Agent will be charged with healthcare decisions, decisions about where you will reside and what kind of care you will receive and end-of-life decision-making. We request that, if you do nominate Debra to support you as your medical decision maker, you correspond with us annually so that we may fully understand your current wishes and are assured we can carry them out appropriately.
Conservator of the Person
A Conservator of the Person is appointed by the court to take over the responsibility for decisions regarding the health, medical needs and shelter of a person who is determined by the court to lack capacity to responsibly care for themselves. When Debra is appointed as a Conservator of the Person, she and her multidisciplinary care staff will visit the individual regularly to develop a care plan, uniquely tailored to the individual, that encompasses medical, psychological, social and spiritual components. The Conservator and her staff provide on-going assessment of the appropriateness of the individual’s living situation and care. We will be the primary liason for family, friends and service professionals in order to provide enhanced quality of life. The Conservator of the Person works in tandem with the financially responsible party to ensure that care and services are provided in the most cost-effective manner possible.
Family Facilitation
Family Facilitation is a process through which family members can work together to resolve issues. It is voluntary, non-binding and confidential, and allows all participants to make their own decisions. Our impartial, professional mediators can help frame the issues faced, identify challenges, communicate clearly and find solutions that work for all parties.
