SHELLY OAKES, LICSW

- ADVOCATE
- CONSULTANT
- CONSERVATOR
- SOCIAL WORKER
- ROGERS MONITOR
- PERSONAL REPRESENTATIVE
- Integrity, Reliability & Caring

Senior Yoga Class

SERVICES

OES

PLANNING FOR THEIR FUTURE

Planning for a client’s future is not only a responsibility but a priority. Once appointed, I remain appointed in a client’s care until I am no longer needed. While working with a client, depending on their abilities and age, I help clients go on assisted vacations and have the opportunity to start making small payments on funeral plans. If the client has family, I ensure the client’s planning process is inclusive every step of the way. Often, clients do not have family, or their family has chosen not to be involved.

LIVING IN THE COMMUNITY

Mental illness is a reality for millions of Americans of all ages, races, and cultural backgrounds. Like physical illness, mental illness is a medical condition that changes how a person thinks and feels. Yet, for many of the clients we serve, we can proudly say they live a fulfilling life in the community. Our connections with mental health community providers, visiting nurse agencies, DMH, and supporting community members give our clients a sense of comfort (relief). For many clients, the correct community supports make all the difference and increases the ability to remain successful in the community.​

NURSING HOME CARE

Clients receiving supportive care within a nursing home might already feel their rights are limited. Having a guardian appointed can be traumatic for a client living in a nursing home. A guardianship comes with limitations put in place by the court. The standard scope of care/responsibility the court will grant for a client in a nursing home typically covers medical decisions, medical insurance, and everyday decisions. 

INVESTMENT MANAGEMENT

Clients who have acquired multiple assets need solid long-term financial plans. Conservators consider the complete picture of assets, liabilities, income, expenses, projected retirement needs, and the costs associated with long-term care obligations. Steps are taken now to prevent the client from outliving their resources. 

RESOURCES

Boston