Professional Referrals A trusted placement partner for your clients.
When your clients need senior care guidance, we step in as the specialists. Our advisors handle the research, tours, and coordination so you can stay focused on your work.
Who refers to us. Professionals who trust us with their clients.
We work with a range of professional partners throughout Southern California who encounter clients in need of senior care guidance.
Fiduciaries & Trust Administrators
Professional fiduciaries managing the affairs of seniors often need a placement specialist who can act quickly and work professionally alongside their process. We understand the accountability standards you work under.
Elder Law Attorneys
Attorneys handling estate planning, conservatorships, or Medi-Cal cases regularly work with clients transitioning into care. We provide the placement expertise so you can focus on the legal picture.
Physicians & Discharge Planners
Primary care doctors, geriatricians, and hospital social workers often identify care needs before families are ready to act. We make it easy to refer and follow up without creating extra work for your team.
Financial Advisors
Advisors who help clients plan for retirement and elder care often surface placement needs during the planning process. We handle the care side while you handle the financial picture.
Geriatric Care Managers
Care managers who assess and coordinate care for older adults often need a placement partner they can trust to follow through. We work collaboratively within the broader care team.
Social Workers & Case Managers
Whether in a hospital, rehab facility, or community setting, social workers refer to A Plan For Senior Care when clients need help finding appropriate housing or ongoing care.
Why refer to us? What you can count on.
When you refer a client to A Plan For Senior Care, here is what happens.
- Fast response.We contact your client the same day of receiving the referral. You won't be left wondering if the ball got dropped.
- Transparent compensation.We are compensated by the licensed facilities and agencies we represent. Those facilities are prohibited from charging your client more because of our involvement.
- No referral fees accepted.We do not solicit, receive, or accept gifts or incentives from professional referrers. You can refer with confidence in our independence.
- Complete follow-through.We stay engaged from the initial consultation through placement and settling in. Your client won't be handed off and forgotten.
- Professional communication.We understand how to work alongside legal, financial, and medical professionals. We keep the relevant parties informed throughout the process.
How does it work? Making a referral is simple.
- Reach outCall us at 866-657-0026 or send a message through our contact page. A brief description of the client's situation is all we need to get started.
- We connect with your clientWe contact the client directly for an initial consultation. We gather details on care needs, budget, location, and preferences.
- We deliver a plan and guide the transitionWe research appropriate options, build a personalized care plan, coordinate tours, and stay with the family through placement. We keep you informed as needed.
Ready to refer a client?
Call us directly or send a message and we'll follow up the same business day. We make it easy to refer and easy to trust the outcome.