Grace Life Care

Marsden Law

Oasis Senior Living

Surprenant, Beneski & Nunes

Bessette Financial Services

Case Management Professionals

Clear Guidance

Deb Ford New York Life

LifeCare Advocates

Senior Care Authority
Shamrock Home Loans

Symphony Care Management

Click here to download the Planning list.


Company Name Description Contact Info

Bourget Law Group,
LLC

Cynthia Bourget

194 Old Main Road
North Falmouth MA 02556

508-548-1875
cbourget@bourgetlawgroup.com

www.bourgetlawgroup.com

Cape Cod Elder Law Associates, P.C.

Lisa Mycock Kelly

5 Main St.
Cotuit, MA 02635

Our services included, but are not limited to, estate planning, asset preservation, special needs planning, Medicaid planning, Medicaid applications, probate and trust administration.

774-602-5056
admin@ccelderlaw.com

www.ccelderlaw.com

Cape Mediation

P.O. Box 193
Orleans, MA 02653

508-240-1717

www.capemediation.org

Case Estate Law, P.C.

Attorney Rad Case

1645 Falmouth Rd.,
Suite 1E
W. Centerville, MA 02632

508-790-3050
Rad@CaseEstateLaw.com

www.CaseEstateLaw.com

DesRosiers & Tierney, LLC

Jennifer Murphy

21 Railroad Ave., Suite 2
Duxbury, MA 02332

business succession planning, corporate transactions, charitable planning, pre-nuptial and post-nuptial agreements, and general tax matters.

DesRosiers & Tierney has both the technical know-how and experienced staff to help navigate the complex legal requirements of estate planning and other matters. Let our experience and knowledge guide you through all of your legal and financial options. Whether you’re seeking to set up a will or a trust, a Business Succession Plan, or to explore issues regarding long-term care and disability, DesRosiers & Tierney is only a phone call away.

781-934-5060
Jmurphy@dtattorneys.com

www.dtsestatelaw.com/estate

Just In Case Solutions

Wendy Michelle Cappola

through a comprehensive, practical workbook designed to ensure no important detail is overlooked. Created for individuals or couples, this essential planner guides users through a simple 10-step process that encourages thinking beyond the typical file cabinet of documents. It thoughtfully complements traditional professional planning by addressing the personal and often unspoken details that matter most.

Designed to support retirement, caregiving, estate, and funeral planning, this workbook consolidates critical information that lives outside the professional process and includes a responsibility checklist to guide the designated responsible person when it matters most. By organizing key details and decisions in one clear place, Just In Case Solutions helps people feel prepared and eases the burden on loved ones—just in case of an accident, illness, loss of life, or whatever comes next.

Wendy Michelle offers private coaching and hands-on assistance, facilitates workshops, and delivers thought-provoking keynote presentations that encourage people to be proactive—creating a clear roadmap for loved ones while gaining peace of mind for themselves.

781-248-7417
wendy@JustInCaseSolutions.com

www.JustInCaseSolutions.com

Law Office of Chantal Hayes Rice, Esq.

23 East Main Street
W. Yarmouth, MA 02673

We offer estate planning and elder law services to help you protect your assets and plan for the future. Our compassionate team works closely with you to create a personalized strategy that considers your health, finances, and family dynamics.

508-221-6677
chantal@ricelawcapecod.com

www.ricelawcapecod.com

Law Office of Karen Weston Hanesian, PC

889 West Main Street
Centerville, MA 02635

P.O. Box 2218
Hyannis, MA  02601 (mail)

We have relationships with Cape Cod Hospital and Falmouth Hospital, with virtually every skilled nursing facility and assisted living facility, hospice organization, visiting nurses association, and many other organizations that support the most vulnerable members of our community.

In addition, each of us has personal ties to our community and has volunteered in various non-profit organizations while raising our families on Cape Cod. It is our honor and privilege to live and work on Cape Cod and to make a positive difference in the lives of our clients, many of whom are navigating challenging medical diagnoses or have experienced the loss of a cherished family member.

Attorneys: Karen Weston Hanesian
Zachary J. Gavin

* Elder Law
* Estate & Long-term Care Planning
* Guardianship & Conservatorship
* MassHealth Eligibility
* Trust & Estate Administration

508-790-4326
508-790-4335 (fax)
ElderLaw@khanesianlaw.com

www.khanesianlaw.com

Law Offices of Susana Lannik, LLC

Susana Lannik

Mashpee Commons
2 Oak Street, Suite 202
Mashpee, MA 02649

508-444-9445
Susana@lanniklaw.com

www.lanniklaw.com

Marsden Law, P.C.

Jay Marsden, Esq.

Hyannis Office – Open By Appointment Only

100 Independence Drive,
Suite 7
Hyannis, MA 02601

Specializing in estate planning, probate, trusts & wealth management, Marsden Law offers coordinated comprehensive legal and financial planning for families and long-term care issues. Marsden Law P.C. will help you plan and secure your legacy for future generations to come.

508-858-5324
jay@jmarsdenlaw.com

www.jmarsdenlaw.com

Premier Notary and Advisory Services, LLC

Deirdre Wallace, CDP

serving clients across the South Shore, South Coast, and Cape Cod.

Owner Deirdre Wallace holds a distinctive combination of credentials — Licensed Notary Public (MA), Paralegal, Certified Dementia Practitioner (CDP), Certified Loan Signing Agent, and Home Care Professional — making this practice uniquely equipped to serve seniors, families in transition, attorneys, elder care professionals, financial advisors, and home care agencies.

Services include notarization of wills, powers of attorney, healthcare proxies, deeds, affidavits, and loan document signings, including HELOCs and refinances. We travel to homes, hospitals, skilled nursing facilities, memory care units, and assisted living communities — wherever our clients need us. Same-day, evening, and weekend appointments available.

774-269-5361
dwallace.premier@gmail.com

www.premiernotaryandadvisory.com

SHINE (Serving the Health Insurance Needs of Everyone)

Health Information for Seniors

508-375-6762

www.mass.gov/shine-program

South Coastal Counties Legal Services

Cape Cod Office:
1471 Iyannough Road
Hyannis, MA 02601

800-244-9023 (Main Office)
508-775-7020 (Cape Office)

www.sccls.org

Surprenant, Beneski & Nunes, P.C.

Christa Silvieus

336 South Street
Hyannis, MA 02601

With a mission rooted in compassion and integrity, the firm focuses exclusively on helping seniors and their families navigate the legal and financial complexities of aging.

508-994-5200
info@sbnlawfirm.com

www.MyFamilyEstatePlanning.com


Financial / Insurance / Mortgage


Company Name Description Contact Info

& Following Seas, LLC

Daily Money Manager

Michelle Cox

proudly serving seniors and families across Cape Cod and Southeastern Massachusetts. We provide hands-on support with bill paying, budgeting, expense tracking, bank and credit card reconciliation, and financial document organization. Our services are designed to help older adults maintain independence, reduce financial stress, and ensure bills and records are handled accurately and on time.

We frequently work with retirees, widows, adult children supporting aging parents, and powers of attorney who need trusted, local oversight of day-to-day finances.

In addition, we offer professional mobile notary services throughout Cape Cod, including estate planning documents, healthcare directives, real estate signings, and general notarizations. Services are delivered with clear communication and careful attention to detail.

508-694-3788
michelle@andfollowingseas.com

www.andfollowingseas.com

Bessette Financial

Bill Bessette

100 Independence Drive,
Suite 7
Hyannis, MA 02601

reliable income, survivor income, growth without market risk, specialized Long-Term Care plans, and legacy planning.

508-775-5510
bill@bessettefinancial.com

www.bessettefinancial.com

Deb Ford, CLTC, RICP
New York Life

1555 Iyanough Rd.
Hyannis, MA 02601

Financial Professional, Registered Representative, and Insurance Agent. I provide retirement and insurance planning services.

508-367-0061
dford@ft.newyorklife.com

www.newyorklife.com/agents

Kelley Hill,
Medicare Specialist

I am certified with most major and local regional insurance companies and can assist you with any Federal or State programs you may be entitled to. At no cost to you, I will research the best plans based on your specific needs, budget, doctors, prescriptions, and healthcare priorities.

I am dedicated to helping those who have served. I have had the privilege of helping many Veterans get insurance and extra benefits such as dental, vision, access to providers outside of the VA and emergency and urgent care coverage worldwide all for $0/month. My goal is to be a resource and advocate for each and every one of my clients. My role is to provide you with the best information in a system that is complex and often overwhelming. Armed with the right information, you have the power to make the very best decisions for yourself and your family.

774-722-7687
kelley@kelleyhill.org

www.kelleyhill.org

Mutual of Omaha
Reverse Mortgage

David Tourtillott, CRMP®

427 Columbia Rd, Unit 114
Hanover, MA 02339

With expertise in senior living real estate, aging-in-place solutions, and home safety modifications, I provide compassionate guidance to families balancing care for aging loved ones while managing their own responsibilities.

As a Senior Real Estate Specialist (SRES®) and Certified Aging In Place Specialist, I’ve helped countless families find safe, practical, and supportive housing solutions. Whether it’s downsizing, home modifications, or transitioning to senior living, I simplify the process by connecting clients with trusted partners.

My mission is simple: to help families create safe, sustainable, and supportive living environments—anchored in care, comfort, and peace of mind.

617-797-3277
dtourtillott@mutualmortgage.com

www.MutualReverse.com/David-Tourtillott

New York Life Insurance Company
James Jazo, WMCP

1555 Iyannough Road
Hyannis, MA 02601

founded in 1845, with decades of proven financial strength. New York Life has supported employees and their families through the workplace since 1952, and has paid dividends to eligible participating policy owners for 171+ consecutive years.

508-362-3945
jjazojr@ft.newyorklife.com

www.newyorklife.com/agent/jjazojr

Shamrock Powered by CMG Home Loans #1820

Ellen Connors

75 Newman Ave.
Rumford, RI 02916

think about mortgage finance, serving their needs from first-time home buyers through retirement with a local community feel.

NMLS #556465
617-750-5266
econnors@Shamrockcmg.com

www.cmghomeloans.com/mysite/ellen-connors

Wilmington Trust N.A. |
An M &T Company

Jonathan D. DiPaolo

115 Federal St., 18th Floor
Boston, MA 02110

and opportunistic investing.

With over 150 years of Wealth Management history, we pride ourselves on providing holistic solutions to meet all of your financial needs.

When you team with us, you’ll work with professionals who are known for their experience, industry knowledge, and – most importantly – dedication to serving clients. Our client-centric approach prioritizes prompt responses to all your questions. And you’ll know that Wilmington Trust is a neutral, impartial Trustee or Agent, and part of the M&T Family. M&T Bank is widely viewed as a financially sound and successful company within the U.S. financial services industry.

617-429-3319
jdipaolo@wilmingtontrust.com

www.wilmingtontrust.com

Care Managers


Company Name Description Contact Info

Alzheimer’s Family Support Center

families living with Alzheimer’s and other dementia-related diseases. Services include:

• consultations and care planning
• in-person and virtual caregiver support groups
• conversation groups for people living with cognitive loss
• dementia-specific bereavement groups
• community and professional education
• social engagement groups
• phone support
• insurance support
• social and cultural programs

All services are confidential and provided free of charge to whomever needs them, regardless of ability to pay. For more information, call (508) 896-5170, email info@capecodalz.org, or visit our website: www.alzfamilysupport.org.

Until there’s a cure, there’s community.

508-896- 5170
info@capecodalz.org

www.alzfamilysupport.org

Answers for Elders

navigate through the everchanging years of aging. We are a team of experienced social workers, nurses, Paramedics and caregivers who work with elders and their loved ones to create personalized solutions. We perform comprehensive assessments, thoughtful and strategic care plans, meaningful emotional, medical, cognitive engagement and expert guidance that respects and honors our clients wishes.

781-974-7474
bcannon@answersforelders.net

www.answersforelders.net

Back Nine Nurses

Kristen Hyde, Co-Founder, RN, BSN, CGCM, CDP

Deborah O’Kelly, Co-Founder, RN, BSN, CGCM, CDP

P.O. Box 282
Mashpee, MA 02649

Co-Founders Kristen Hyde and Deborah O’Kelly are Registered Nurses, Certified Geriatric Care Managers, Certified Dementia Practitioners, and members of the Aging Life Care Association.

What Sets Us Apart: Our exclusive focus on Cape Cod enables us to maintain deep knowledge of local healthcare providers, senior services, and community resources. We are nurse-led and provide ethical, unbiased recommendations—we never receive commissions or referral fees from service providers.

Our comprehensive services include care assessments, care planning, and ongoing care management with continuous re-evaluation; crisis management with interventions; accompaniment and advocacy at medical appointments, ER visits, hospital stays, and care facilities; coordination and oversight of home care supports and caregiver training; medication management with reconciliation across all providers; navigation during transitions of care and living environments; and emergency medical packet preparation and proactive planning.

508-737-4277
info@backninenurses.com

www.backninenurses.com

Cape Cod Caregiver Coach

Melissa Plourde

244 Boulder Rd.
Barnstable, MA 02630

as well as care providers/teams as a professional educator for staff development.

508-414-8694
melissa@capecodcaregivercoach.com

www.CapeCodCaregiverCoach.com

Cape Health Advocacy

Diane E. Sousa,
MSN, RN, NE-BC

28 Windsor Road
Sandwich, MA 02563

through a complex and often overwhelming system. With over 26 years of nursing and leadership expertise, we provide trusted, personalized advocacy to ensure clients receive safe, high-quality, and coordinated care.

We are committed to empowering our clients with the knowledge and support needed to make informed healthcare decisions. By improving communication, reducing barriers, and promoting patient safety, we help clients navigate diagnoses, treatments, and care transitions with confidence.

Our mission is to deliver responsive, compassionate, and expert advocacy that enhances healthcare outcomes and experiences. We believe no one should face the healthcare system alone, and we stand as a reliable partner—offering clarity, support, and peace of mind every step of the way.

508-737-0216
capehealthadvocacy@gmail.com

www.capehealthadvocacy.com

Case Management Professionals

Jill Beardsley

P.O. Box 1987
Hyannis, MA 02601

This includes coordinating medical services, making home visits, identifying legal and financial resources, advocating for elders, and providing reassurance and support to families who can be overwhelmed with caregiving or managing the care of a loved one from a distance. We develop a Care Plan with a thorough assessment of needs, including a realistic evaluation of the elder’s functioning within their environment, and an understanding of their physical, cognitive, financial, and social well-being, along with information from key providers. This Care Plan addresses both short- and long-term goals, and recommendations are made for services that will assist the elder in reaching those goals. Case Management Professionals will then arrange and coordinate all needed services in the home, community, or care facility, and monitor them on an ongoing basis. Family contacts and consultation continue as needed to provide a reliable link to local or long-distance caregivers.

508-771-1075
jill@csacapecod.com

www.cmpcapecod.com

Clear Guidance

Debi Miller

47 River Street, Suite 210
Wellesley, MA 02481

We focus on building rapport and trust with our clients. Families can share their burden with us and leave their loved one’s care in our hands. From the initial assessment to implementation and ongoing monitoring, we offer both short-term and long-term consulting services, backed by our entire team’s unwavering support and guidance.

339-777-5919
debimiller@clearguidance.org

www.clearguidance.org

Comfort Keepers of the South Shore, Cape & Islands

who understands the needs of our clients across the continuum of care. Our goal is to provide high-quality, in-home caregiving services to seniors who wish to maintain their independence safely and in the comfort of their own homes.

We offer care management and transitional care services to help you navigate between the hospital, rehabilitation facilities, and home. All of our clients have nursing oversight of their care plans, routine assessments, and caregivers individually matched for their skills and compatibility.

We are also available to attend special events & weddings with our clients to ensure independence and dignity with our companions by their side.

508-746-4800
ReceptionCK430@comfortkeepers.com

www.comfortkeepers.com/offices/massachusetts/plymouth

Grace Life Care, Inc.

Kerry Davis

59 Alpine Run Rd.
Kingston, MA 02364

We understand the complexities of the aging process and the changing needs of our clients. We provide comprehensive assessments, level of care recommendations to meet individual needs, and discharge planning to smooth a transition home.

As a healthcare liaison, we can accompany our clients to medical appointments, ensuring all issues are addressed concisely and follow up is arranged. We monitor changes and adjust the care plan as needed. We work to maximize insurance options and guide decisions to realistically plan for future care needs.

We also offer an Engagement program to help our clients remain active and connected to their interests, while supporting their transitions as their abilities change.

508-888-2898
Kerry@gracelifecare.com

www.gracelifecare.com

Healthcare Proxy Secure, LLC

Robert J. Davis, M.D.

In lieu of relying on a spouse, family member, or attorney, Healthcare Proxy Secure (HCPS) appoints a qualified physician to act as your healthcare proxy, or if preferred, to provide guidance to a chosen agent.

774-313-1804
yourproxy1@outlook.com

www.healthcareproxysecure.com

Integrated Life Services, LLC

Abby Cobb

P.O. Box 283
Forestdale, MA 02644

We provide comprehensive elder care management, advocacy, and hands-on coordination for individuals and families who need more than a referral list—they need a steady, knowledgeable partner they can trust. Services are offered on a private-pay basis and, in appropriate circumstances, through long-term care insurance as well as Medicare and Medicaid-covered services.

Integrated Life Services is led by licensed social workers with more than 30 years of combined experience in skilled nursing and post-acute care settings. This background brings a deep understanding of healthcare systems, regulatory processes, and care coordination practices, allowing us to guide families through complex situations with clarity, credibility, and practical insight. Our role is supportive and advocacy-focused rather than direct medical care.

We help families make sense of a fragmented healthcare and aging services system, coordinating across hospitals, skilled nursing facilities, assisted living communities, and home-based settings. Our services include care transitions, long-term planning, ongoing oversight, and clear communication with clients, providers and families.

Integrated Life Services also provides mobile notary services, offering convenient, reliable support for healthcare directives, estate planning documents, and other time-sensitive legal needs. In addition, we coordinate psychiatric and primary care support in conjunction with established medical providers, helping ensure continuity for individuals with complex medical and mental health needs without replacing their existing care teams.

Our mission is to bring steadiness, perspective, and compassionate expertise to moments that can otherwise feel overwhelming, ensuring families are never left to navigate care alone.

774-994-3517
info@ILSAdvisors.com

www.ILSAdvisors.com

LifeCare Advocates

Life Care Managers – or Geriatric Care Managers – offer highly personalized services, acting as an essential link between our clients and the services they need. Whether you are a family member caring for a relative, contemplating your own needs as you age, or a professional considering the appropriate resources for your clients, LifeCare Advocates offers the guidance you can count on. LifeCare Advocates promotes dignity and independence for our clients while providing peace of mind for family members. Families are often unprepared for the challenges of caregiving and are faced with decisions that seem difficult or overwhelming. We understand these challenges and guide our families to solutions with knowledge and compassion. We pride ourselves on being excellent problem solvers, providing practical solutions and guidance to our clients and families every step of the way.

617-928-0200
info@lcadvocates.com

www.lcadvocates.com/vna

LiveWell Care Management (formerly AZA Care Management)

Jennifer Mahoney

or need transitional assistance during a crisis. We provide peace of mind to families at a distance. Care managers provide proactive planning and 24/7 support for our clients. We offer concierge services to meet the individual needs of each client.

617-254-9800
jennifer.mahoney@thekey.com

www.livewellcm.com

Reliable RN

Kathleen King

46 Sanddollar Circle
E. Falmouth, MA 02536

Reliable RN’s mission is to educate, empower, and partner with individuals and families to promote skilled and motivated self-advocates who collaborate with their care team to meet overall health and wellness goals, and reduce the need for acute medical interventions. Reliable RN offers care management, professional medical advocacy, nurse coaching, and concierge nursing.

978-394-1231
kath@reliablern.com

www.reliablern.com

Senior Steps

350 Lincoln Street,
Suite 2400
Hingham, MA 02043

with guidance, advocacy, and personalized support. We assist with care coordination, transitions, home safety, and connecting families to trusted resources. Our goal is to help seniors remain safe, supported, and as independent as possible while giving families peace of mind.

617-640-0793
carolynwalsh@seniorsteps.org

www.seniorsteps.org

Symphony Care Management

Kristine Callahan, CPC, CDP

P.O. Box 33
Centerville, MA 02632

Through our Aging GPS planning program, dementia specialty & caregiver coaching, crisis intervention, senior living, and aging-in-place expertise, our compassionate, highly skilled team advocates and supports our clients and their families to their goals through the lens of Symphony WholeLife Wellness: Living life with joy, engagement, peace, and comfort.

800-331-6991
kristine@symphonycaremanagement.com

www.symphonycaremanagement.com

TUCKed In Eldercare

617-693-6313
info@tuckedineldercare.com

www.tuckedineldercare.com

    Hyperlinked emails and websites in the above listings belong to companies or organizations who have paid for this feature or are nonprofits. All other free listings simply provide the email and website, which can be copied and pasted to your email platform or browser to access.