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Estate Treasures Senior Resource Group
Our Services

Concierge care, tailored to your family.

Every service we provide to families is free. We're paid by the communities we recommend — only after a confirmed move-in — and we'll always tell you up front.

A caregiver helping a senior with a walker outside her home
01

In-Home Care

Trusted caregivers who let your loved one stay safely at home, with the comfort of familiar surroundings and routines.

  • Medication reminders
  • Personal care and hygiene assistance
  • Companionship
  • Meal prep and grocery support
  • Transportation to appointments and errands
  • Light housekeeping
  • Wellness check-in visits
02

Health Services Coordination

The right medical team, coordinated and communicating — so nothing falls through the cracks.

  • Primary care and geriatric physicians
  • Dementia and cognitive health support
  • In-home skilled nursing and home health
  • Hospice and palliative care
  • Physical and occupational therapy referrals
03

Assisted Living Placement

Personally vetted communities matched to care level, lifestyle, location, and budget.

  • Independent living
  • Assisted living with daily support
  • Specialized memory care
  • Licensed board-and-care homes
04

Long-Term Care Insurance Management

Decoding the paperwork and unlocking the benefits your loved one has already paid for.

  • Policy review and benefit analysis
  • Nurse-assessment preparation
  • Claim submission and follow-through
  • Direct care coordination with providers
Our Placement Process

We walk every step with you.

Every community we recommend is one we've personally visited and hand-selected. We don't read about places from a brochure — we know the directors by name.

Senior couple walking arm in arm through a sunlit garden
  1. Comprehensive consultation to assess care level, future needs, location, amenities, social and cultural fit, and budget.

  2. Curated shortlist of personally vetted communities — never a generic list.

  3. Pricing and move-in terms negotiated on your family's behalf.

  4. Accompanied tours so you're never alone in the room.

  5. Help with all state-regulated documentation.

  6. Personalized follow-ups at 30 days and 9 months post-placement.

  7. Referrals to trusted elder-care and estate-planning resources.

We're here when you're ready

Start with a conversation.

Free, expert guidance from Irvine-based advisors. No pressure, no obligation — just clarity for your family's next step.

Call 949-676-2447
Caregiver sitting with a senior couple, listening during a calm family conversation