Elder care consulting: what to know

What the job involves, what changes the price, and what to ask a pro.

What elder care consulting is

Elder care consulting is when a consultant helps families assess an older adult's needs and navigate options such as in-home help, assisted living and benefits, then creates a plan. It is advice and planning, not hands-on care.

Signs you need it

  • A parent needs more help and the family does not know where to start
  • A hospital stay is coming to an end and a plan is needed
  • You are comparing in-home care and facilities
  • Family members disagree on next steps
  • You need help finding resources

What the pro does

  • An assessment of needs, home, finances and family wishes
  • Review of options such as home care and residential care
  • A written plan with next steps and contacts
  • Help contacting providers or visiting facilities
  • Follow-up to adjust the plan

What changes the price

Every job is different, so we do not publish prices. These are the things that move the quote up or down.

  • Complexity of needs
  • Number of options to review
  • Travel or facility visits
  • Family meetings
  • Time for follow-up
  • Local knowledge

What a written quote should spell out

  • Scope: assessment, plan, follow-up
  • Meetings or visits included
  • What is delivered at the end
  • Cancellation and payment terms
  • Conflicts of interest, such as referral fees

Questions to ask before you hire

  • What is your background?
  • Do you receive referral fees from providers?
  • Will you visit my parent?
  • What will the plan include?
  • Do you help with benefits or legal questions?
  • What follow-up is included?

Red flags

  • Not disclosing referral fees
  • Pushing one facility
  • No written plan
  • Giving legal or financial advice without a license
  • Pressure to decide quickly

What you can do yourself

You can list your parent's needs, collect medical contacts and visit facilities yourself, but a consultant adds experience. Ask the person's doctor about health needs, and talk with an attorney or financial advisor for legal and money questions.

Licenses and permits

Elder care consulting is usually not licensed, but check your state rules. Ask about training and any credentials, whether the consultant takes referral fees, and for references.

Elder care consulting questions

Is a consultant the same as a social worker?

Not always. Some consultants are trained social workers or nurses and some are not, so ask about their background.

Do consultants take referral fees?

Some do. Ask directly, because a fee from a facility can affect which options are recommended.

Will you choose a facility for me?

You decide. A consultant narrows the options and explains the tradeoffs.

How long does it take?

It depends on how urgent the situation is and how many options need review. Ask for a timeline in writing.

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