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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
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Bill Paying
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Balance checkbooks
Healthcare
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Healthcare surrogate
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Medicaid and VA applications
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Medical claim filing
Professional Oganization
FSGA, SCAN, Venice Chamber of Commerce and Business and Professional Women
Secretarial Services
Kelly is here to help you with any of your needs
Legal Services
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Trustee Services
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Power of Attorney
Tax Returns
Tax returns we will help you prepare for your return. Kelly will work with multiple accountants
About Kelly
A Commitment to Advocacy
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 Amilcar is Nationally Certified Professional Guardians (C.N.G.). Kelly is committed to advocating for her clients.
30
Years of Experience
452
Smiling Clients
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.
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.
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:
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Assessment of capacity
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Familiarity with Florida & National laws
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Preparation of guardianship reports
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Dual guardianship with families
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Advocacy for clients
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Analyze all possible community & government benefits
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Experienced as Guardian of Person, Property and Plenary
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Keeping track of all medical issues including history, providers and pharmaceuticals
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Knowledge of local resources
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Placement in least restrictive environment
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:
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Initial site assessment
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Develop a plan of care - long and short term
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Supervision of medical, social and financial services
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Attending medical appointments with clients
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Assistance with placement issues
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Crisis prevention and intervention
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Advocate for client's rights
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Networking with community service providers
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Analyzing all possible community and government benefits