Empowering older adults to maintain their autonomy with dignity.
ABOUT JANCO
The goal of Janco Fiduciary & Estate Services is to serve my clients without judgment or bias. Janco is committed to listening with compassion while maintaining professionalism.
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Confidentiality
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Experienced educator
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Ally to LGBTQ community
Jan started out with a degree in Fine Arts from the University of Washington. Years later, she reentered academics studying accounting and launched JANCO. She was already managing the family gardening business, teaching children at a supplemental school, and raising her four sons. Her unusual fluency to collaborate with financial and legal professionals grew out of this eclectic mix.
JANIS BLAUER-CHIMA
Many of her current clients need assistance handling their personal financial affairs. Jan is able to step in, offer support and security which provides peace of mind for them and for their loved ones - many whom are unable to be involved due to various circumstances.
SERVICES
Daily Money Management
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Organizing and streamlining files
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Mail sorting
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Bill paying
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Medicare and medical insurance claims
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Long term insurance claims
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Account reconciliation
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Record keeping
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Preparing tax organizer
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Budgets
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Preparing reports
Consulting & Referrals
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Referrals to community resources
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Assist with creating action plan
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Liaison with financial and legal professionals
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Family liaison
Fiduciary Services
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Serving as DPOA/ attorney in fact
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Serving as personal representative/ executor of the estate
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Alternative to guardianship
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Assist fiduciary/DPOA/Executor with duties
Caregiver Management
Provide hiring, payroll administration, and compliance for in-home caregivers.
Relocation Facilitating
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Arrange moves with relocation companies, realtors, contractors
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Coordinating with professional organizer, relocation company, storage facilities
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Can refer to placement specialist for help selecting appropriate move including:
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Assisted Living
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CCRC – Continuing Care Retirement Community
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Skilled Nursing
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Adult family home
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JANCO effectively performs services onsite,
in your home, or through technology
SPEAKING
I have built a toolbox of relevant topics based on years of work with older vulnerable adults. My commitment is to educate while being sensitive to my audience. I'm able to set an upbeat, productive tone for a meeting, introducing ideas for change as well as how one might safely age in place.
Common Topics have included the following:
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Daily Money Management – 101
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What to Keep Where
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Safeguarding Personal Data – 101
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Working with a Team of Qualified Professionals
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3 Things Older Adults Fear Worse than Death
I have spoken to professional groups earning CE credit in Social Work, community groups, families, and at senior centers and retirement homes. I offer opportunities to ask questions, explore next steps and handouts relevant to the topic. Contact me for more information.