Compass Elder Services helps NY families and their professional advisors get organized during a parent's Medicaid application, or before a health crisis hits. I collect, organize, and deliver complete, attorney-ready documentation — bank records, insurance policies, and other financial history — built around New York's five-year Medicaid look-back requirements. Backed by nearly 20 years managing complex, sensitive financial information at UBS, I work alongside elder law attorneys, financial advisors, and care managers as a trusted administrative partner. I do not provide legal, financial, or tax advice, and I never take custody or control of client funds or accounts — my role is strictly limited to document collection and organization.