A steady hand for the details that matter.

Complicated situations need clear ownership.

Ryan Kelley, M.Ed., brings a background in leadership, administration, complex logistics and family communication. He helps connect the many moving pieces that affect an older adult's day-to-day life and long-term wishes.

Where Ryan provides value

Care coordination and advocacy

Schedule and coordinate outside professional providers, track follow-up items and serve as an organized point of communication for families.

Household and life management

Support the organization of appointments, recurring responsibilities, routine paperwork and vendor communications.

Nonlegal estate and document coordination

Help clients locate and organize existing documents, maintain administrative checklists, prepare for professional meetings and coordinate with their independently selected attorneys and advisers.

Fiduciary administrative assistance

Provide recordkeeping and organizational support for authorized decision-makers within defined written engagements. Any authority to act as an appointed fiduciary is separate and subject to applicable legal requirements.