ABOUT ANAHITA
Anahita is a trusted partner for retirement homes, providing estate and administrative services. We specialize in assisting retirees with their personal and financial paperwork, as well as preparing essential estate documents. Our dedicated team is committed to ensuring that retirees can enjoy peace of mind and security during their golden years.
OUR SERVICES
Financial & Account Organization
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Review of bank, credit card, and investment account documentation
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Identification of missing, outdated, or inconsistent beneficiary designations
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Assistance completing beneficiary update forms (banks, institutions, insurers)
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Creation of a consolidated Financial Overview Summary for the resident
No advice is given on investment selection, performance, or allocation.
Estate Readiness & Documentation Support
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Review of existing estate-related documents for completeness and consistency
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Assistance preparing information for:
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Powers of Attorney (financial and personal)
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Simple wills (information gathering and coordination)
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Coordination support with lawyers or notaries when required
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Education on the importance of POAs, wills, and incapacity planning
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Preparation of a Family Information Package (upon resident consent)
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Guidance on documenting key contacts, institutions, and account locations
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Optional family meetings (resident-approved) to explain documentation
Legal documents are either facilitated, coordinated, or referred to licensed professionals as required by law.
Administrative Paperwork Assistance
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Help completing and organizing:
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Government benefit forms
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Pension-related paperwork
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Insurance and coverage documents
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Guidance on document submission processes
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Record-keeping and follow-up assistance
Credit, Billing & Financial Maintenance Support
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Assistance reviewing credit cards and recurring payments
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Identification of unnecessary or duplicate accounts
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Support with address changes, contact updates, and account consolidations