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| Financial & Legal Affairs |
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| Attorney |
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| Conservators |
Counseling |
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Downsizing |
| Estate and Financial Planning |
Legal Services |
| Long Term Care Insurance |
Long Term Care Insurance Counseling |
| Money Management |
Reverse Mortgage |
| Reverse Mortgage Counseling |
Trust and Probate Disputes |
| Trustee(Act As) |
Trust and Wills |
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Attorney
(See also Legal Services)
Anderson, Zeigler, Disharoon, Gallagher & Gray
50 Old Courthouse Sq., Fifth Floor
Santa Rosa, CA 95402
707-545-4910
www.azdgg.com
Also with offices in Oakmont, Healdsburg and Petaluma
Law Offices of J.R.Hastings
851 Irwin St., Suite 206
San Rafael, CA 94901
415-459-6635
(See ad on page 34)
Lawyer Referral Service
This is a referral service to elderlaw attorneys in Sonoma County. The ?rst half hour consultation costs $30. If attorney is retained for further services, usual rates prevail.
707-525-1146
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Conservators
Council on Aging,
730 Bennett Valley Road
Santa Rosa, CA 95404
707-525-0143
Public Conservator and Public Guardian
Sonoma County Human Services
3725 Westwind Blvd., Suite 101
Santa Rosa, CA 95403
707-565.5737
Marin Public Guardian
20 N. San Pedro Rd., Suite 2014
San Rafael,CA 94903
415-499-6186
Marchi & Smith
Gene Marchi
311 Miller Ave., Suite H
Mill Valley, CA 94941
415-383-9777
(See ad on page 7)
Seniors At Home
600 Fifth Ave.
San Rafael,CA 94901
415-449-3777
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COUNSELING SERVICES
Barbara Rozen, MFT
P.O. Box 6534
San Rafael, CA 94903
415-472-6610
License #MFT,19734
Barbara.rozen@sbcglobal.net Psychotherapy for depression, depression-related illnesses, transitions,relationship issues, support and consultation for family member. Home visits.
Lana B.Reuter,MFT
74th St.
Petaluma, CA 94952
707-766-8700
(See ad on page 8)
Family Services Agency of Marin
555 Northgate Dr.
San Rafael, CA 94903
415-491-5700
Hospice By the Bay
17 E. Sir Francis Drake Blvd.
Larkspur, CA
415-927-2273 (Marin)
707-935-7506 (Sonoma)
(See ad on page 41)
Older Adults Program
3322 Chanate Rd.
Santa Rosa,CA 95404
707-565-4857
Older Adults Program
County of Marin
25 Bon Air Rd.
Greenbrae,CA 94940
415-499-6802
Outpatient Behavioral Health Services
Santa Rosa Memorial Hospital
405 West College St., Suite F
Santa Rosa, CA 95401
707-547-5450
Petaluma People Services Counseling
1500 Petaluma Blvd., South
Suite A
Petaluma, CA 94952
707-765-8488
Redwood Caregiver Resource Center
141 Stony Circle, Suite 200
Santa Rosa, CA 95401
707-542-0282 or 800.834.1636
Some funds available to pay for caregiver counseling.
Senior Peer Counseling Family Service Agency
751 Lombardi Court, Suite C
Santa Rosa, CA 95407
707-545-4551 ext.211
Trained volunteers offer support to sernior who are in need of emotional support due to isolations, grief, chronic illness or multiple life transitions.
Senior Peer Counseling, Marin
Initial assessment fee. After assessment, counseling is free of charge.
415-499-6802
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Downsizing
Avenew-Senior Downsizing and Moving Specialists
PO Box 492
Kenwood,CA 95452
707-539-3839
www.avenew.us
Hands-on assistance with downsizing,moving and setting-up your new smaller home. Please call for a complimentary consultation.
Estates In Transition
851 Irwin St., Suite 206
San Rafael, CA
415-459-6635
(See ad on page 34)
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Estate and Financial Planning
Anderson, Zeigler, Disharoon, Gallagher & Gray
50 Old Courthouse Sq., Fifth Floor
Santa Rosa, CA 95402
707-545-4910
www.azdgg.com
Also with offices in Oakmont, Healdsburg and Petaluma
Design Benefits/Medi-Cal Planning
595 E. Railroad Ave.
Cotati, CA 94931
800-728-6646
(See ad on page 17)
Estate Planning
This program provides revocable, simple,“A ” trusts to Sonoma County residents age 60+, who own their own homes. Donation Is $700 for a single settlor trust, $950 for a co-settlor trust.
Call Barbara Sway, 707-525-0143, Ext.143
Law Offices of J.R.Hastings
851 Irwin St., Suite 206
San Rafael, CA 94901
415-459-6635
(See ad on page 34)
ESTATE MANAGEMENT
Institute on Aging
1005 A St., Suite 207
San Rafael, CA 94901
415-456-8692
(See ad on page 14)
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Legal Services(See Attorneys)
Anderson, Zeigler, Disharoon, Gallagher & Gray
50 Old Courthouse Sq., Fifth Floor
Santa Rosa, CA 95402
707-545-4910
www.azdgg.com
Also with offices in Oakmont, Healdsburg and Petaluma
California Advocates for Nursing Home Reform
650 Harrison St.
San Francisco, CA 94107
1.800.474.1116
Provides legal support in nursing home litigation.
Community Elder Law Clinic Empire College, School of Law
3035 Cleveland Ave.
Santa Rosa, CA
707-546-4000
Law services are offered without charge every Thursday afternoon from 4:00-5:30 p.m.
Law Offices of JR Hastings
851 Irwin St., Suite 206
San Rafael, CA 94901
415-459-6635
(See ad on page 34)
Lawyer Referral Service
The Vintage House
The Jerry Casson Multipurpose Senior Center
264 First St.
Sonoma, CA 95476
707-996-0311
Legal Aid of Marin
415-492-0230
Legal Aid of North Bay
415-492-0920
Margaret Todd Senior Center
1560 Hill Rd.
Novato, CA 94947
415-899-8290
Free legal services, 2nd and 4th Thursday, 11:00AM-1:00PM For appointment:
415-899-8290
Public Administrator and Public Guardian
3725 Westwind Blvd., Suite 101
Santa Rosa, CA 95403
707-565-5733
Senior Legal Services
Legal consultation and representative in matters of housing, consumer fraud, Social Security and SSI, Medi-Cal and Medicare, and elder abuse are provided. Also available are simple trusts, wills and durable powers of attorney for health care and finance.
Call: 525.0143, ext. 140
Free consultation for wills and trusts offered the second Thursday of each month, by appointment only.
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Long Term Care Insurance
Long Term Care Resources
Robert A. Bradle Insurance Services
Since 1995 your independent specialist for Long-term care insurance
4356 Cove Dr.
Santa Rosa, CA 95409
707-538-4818
bradle@sonic.net
MetLife
Regina Lau, FSR
7677 Oakport Street, Suite 820
Oakland, CA 94621
510.343.8153 direct;
415.601.3072 cell
www.reginalau.com
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Long Term Care Insurance Counseling
HICAP-Senior Advocacy Services
3262 Airway Dr. Suite C
Santa Rosa, CA 95403
800.434.0222 or 526.4108
www.senioradvocacyservices.org
Help offered with Medicare,Part A, B,C & D, Medigap, retiree and Long Term Care plans. HICAP does not sell insurance.
(See ad on page 19)
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Money Management
(see also Case Management)
Council on Aging
Connie Aust: 707-525-0143, Ext.143
EMPower Eldercare Management, LLC
P.O.Box 158
Sonoma,CA 95476
707-938-3935
(See ad on page 14)
Institute on Aging, Support Services for Elders
1005 A St., Suite 207
San Rafael, CA
415-456-8692
(See ad on page 14)
Marchi & Smith Gene Marchi
311 Miller Ave., Suite H
Mill Valley, CA 94941
415-383-9777
(See ad on page 7)
Mary DiLillo, Private Fiduciary
631 Fifth St., #206
Santa Rosa, CA 95404
707-526-3559
Seniors At Home
600 Fifth Ave.
San Rafael, CA 94901
415-449-3777
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Reverse Mortgage
All California Mortgage
Marge Bottari
17 E. Sir Francis Drake Blvd., Suite 200
Larkspur, CA 94939
415-464-8209
(See ad on page 7)
Tom MacDonald Reverse Mortgage Consultant
Wells Fargo Home Mortgage
265.6385 or 800.801.5725
(See ad on page 27)
Northern Pacific Mortgage Corporation
Elisabeth Kingwill
1105 N.Dutton Ave.
Santa Rosa, CA 95401
707-525-6028
Design Benefits/Medi-Cal Planning
595 E. Railroad Ave.
Cotati, CA 94931
800-728-6646
(See ad on page 17)
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Reverse Mortgage Counseling
Consumer Credit Counseling Services
85 Brookwood Ave., Suite 14
Santa Rosa, CA 95404
707-527-9921
800-777-7526
Free local reverse mortgage counseling, approved by HUD.
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Trust and Probate Administration and Disputes
Law Offices of J.R.Hastings
851 Irwin St., Suite 206
San Rafael, CA 94901
415-459-6635
(See ad on page 34)
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TRUSTEE(Act As)
Marchi & Smith Gene Marchi
311 Miller Ave., Suite H
Mill Valley, CA 94941
415-383-9777
(See ad on page 7)
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TRUST and WILLS
Law Offices of J.R.Hastings
851 Irwin St., Suite 206
San Rafael, CA 94901
415-459-6635
(See ad on page 34)
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