AssistancyFor Referring Professionals

For care managers, elder law attorneys, and discharge planners

The care plan is sound. The house is the problem.

Assistancy takes over home maintenance, safety modifications, and contractor oversight for older adults, so the plan you built does not come apart because nobody is managing the property it depends on.

See exactly what we do

You have seen how this goes

A client is stable, supported, and where they want to be. Then the furnace fails, or the only bathroom is upstairs behind a loose handrail, or a contractor takes a deposit for work that never happens.

The house is often the weakest part of an aging-in-place plan, and it is usually the part no professional owns. Families are left to solve it from out of state, in their spare time, with no idea who to call.

That is the piece we take.

When to refer a client to us

The clearest signals, in the situations we are built for:

  • A client intends to stay home, and the condition of the house is starting to argue otherwise.
  • A discharge is coming and the home needs modifications before a safe return: grab bars, a ramp, a stair rail, a ground-floor sleeping setup.
  • The adult children live elsewhere and there is no reliable local person to meet contractors, check work, or handle the house.
  • A client has been overcharged, upsold, or left with unfinished work, and needs someone between them and the next contractor.
  • Your care plan calls for home modifications and nobody has been assigned to actually make them happen.
  • You noticed something during a home visit that worries you, and it is outside what you are there to fix.

What we do, and what we stay out of

Referring to a vendor whose boundaries are vague is a risk to your relationship with the client. Here is the line, stated plainly.

We handle

  • Routine home maintenance: HVAC servicing, gutters, lawn care, snow removal, seasonal upkeep
  • Coordinating accessibility and safety modifications with contractors
  • Sourcing, scheduling, and supervising vendors, and reviewing their work
  • Handling contractor billing and disputes on the client's behalf
  • Response coordination when something in the home fails
  • Recurring non-medical walkthroughs for hazards: trip risks, dead smoke alarms, unsafe walkways, poor lighting

We do not provide

  • Medical, nursing, or personal care of any kind
  • Medication management
  • Care management or case management
  • Legal or financial advice
  • Power of attorney, guardianship, or fiduciary roles
  • Any decision about the client's care, housing, or finances

We do not do care management. If you are the care manager, you remain the care manager. We work to the plan you set, report back to you, and stay in our lane. The same holds for attorneys and discharge planners: we are a vendor you direct, not a party that inserts itself into your client relationship.

How a referral works

  1. You send them to us

    A call, an email, or the client contacting us directly with your name. Tell us what you need and any constraint we should work within.

  2. We assess the home

    We visit and produce a written summary of the home's condition: what needs attention now, what can wait, and what it will cost. You get a copy when the client authorizes it.

  3. We manage the work

    Vendors, scheduling, oversight, and follow-up. The client and family hear from us after every visit, with photos.

  4. You stay informed

    With the client's consent, you get updates on anything that touches your plan, and a direct line to us if something changes.

Referring is a reputational risk. We know that.

When you give a client a name, your judgment is attached to whatever happens next. A few commitments that exist for that reason:

One consistent person

The client sees the same face, not a rotating dispatch queue. That continuity is the whole point with someone who is cautious about strangers in the house.

No upselling

We tell clients when work can wait or is not worth doing. Anyone whose revenue depends on selling a vulnerable person more work is the exact problem we exist to solve.

Documented work

Every visit and job is written down with photos, so there is a record of what was recommended, what was approved, and what was done.

Honest declines

If a situation is outside what we can do well, we say so and tell you rather than taking it on and handling it badly.