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FINANCIAL SERVICES

Kelly manages financial affairs for the benefit of clients and their family.  

Financial assistance

Kelly acts as the link between the bank, investment company and legal advisor.

Expenses

 

  • Bill Paying

  • Balance checkbooks

Healthcare

 

  • Healthcare surrogate

  • Medicaid and VA applications

  • Medical claim filing

Professional Oganization

 

FSGA, SCAN, Venice Chamber of Commerce and Business and Professional Women

Secretarial Services

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Kelly is here to help you with any of your needs

Legal Services

 

  • Trustee Services

  • Power of Attorney

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Tax Returns

 

Tax returns we will help you prepare for your return. Kelly will work with multiple accountants

About Kelly

A Commitment to Advocacy

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At This is Kelly - Kelly Amilcar is very dedicated, experienced and knowledgeable professional.  
 
Kelly is a member of the Sarasota County Aging Network (SCAN).

Kelly.jpg

 

Kelly Amilcar is Nationally Certified Professional Guardians (C.N.G.).  Kelly is committed to advocating for her clients.

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30

Years of Experience

452

Smiling  Clients

About Kelly
Financial Services
Guardianship

There are times in our lives when we need a helping hand.  When that time comes, it is good to know that there are caring professionals.  

 

At This is Kelly - Kelly has the skills to assist with a variety of needs. 

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Kelly does what you would do for your own father or mother.  Kelly is committed to being an extension of family support when you cannot be here. 

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Kelly takes her work seriously, and perform it with competence and warmth.

Guardianship Services

Guardianship Services
To promote the protection, dignity, and value of incapacitated persons through a code of ethics, advocacy and dissemination of information. 

 

In her capacity as court-appointed guardians, Kelly take responsibility for:

  • Assessment of capacity

  • Familiarity with Florida & National laws

  • Preparation of guardianship reports

  • Dual guardianship with families

  • Advocacy for clients

  • Analyze all possible community & government benefits

  • Experienced as Guardian of Person, Property and Plenary

  • Keeping track of all medical issues including history, providers and pharmaceuticals

  • Knowledge of local resources

  • Placement in least restrictive environment
     

Case Management

Contact Kelly

Address

P.O.Box 17578
Sarasota, FL 34276

thisiskellypca@gmail.com    Tel: 941-356-8395

Hours

Monday – Friday  09:00AM – 5:00PM

Saturday    09:00AM – 12:00PM

 

CASE MANAGEMENT

Kelly evaluates a vulnerable person's physical, functional and emotional state; identifying and recommending community and private resources; providing monitoring and regular reporting as needed. 

 

Kelly can assist with:

  • Initial site assessment

  • Develop a plan of care - long and short term

  • Supervision of medical, social and financial services

  • Attending medical appointments with clients

  • Assistance with placement issues

  • Crisis prevention and intervention

  • Advocate for client's rights

  • Networking with community service providers

  • Analyzing all possible community and government benefits

Contact Kelly
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