Important Disclosure

PF Consulting Firm is a separate, independent company from Boca Raton Adult Day Care.

PF Consulting Firm is a non-attorney document preparation and administrative support company. Boca Raton Adult Day Care is a non-medical social adult day care center and does not provide legal advice, legal representation, estate law advice, or legal document preparation. Any request for PF Consulting Firm support is voluntary, independent, and subject to a separate agreement.

Florida UPL & Non-Attorney Disclosure

Important Service Notice

PF Consulting Firm is a non-attorney document preparation & administrative support company.

✓Does not provide legal advice
✓Does not provide legal opinions
✓Does not represent clients in court
✓Does not establish attorney-client relationships
✓Does not interpret laws or advise on legal rights or strategy
✓Does not choose legal forms or legal remedies for clients

Document preparation services are completed only from client-provided facts, instructions, requests, and selections. When legal interpretation, legal strategy, or legal advice is needed, consultation with a licensed attorney is recommended.

About PF Consulting Firm

Paralegal & document support since 2023

Since 2023, PF Consulting Firm has provided paralegal services across Florida, California, Georgia, and Nevada — non-attorney document preparation, business development, healthcare solutions, and financial service support, including divorce document support, estate planning document preparation support, incorporation support, payroll, tax compliance, home health assistance, business licensing, and contract drafting.

4.5 / 52 Google reviews

PF Consulting Firm

1150 NW 72nd Ave STE 455 #9949, Miami, FL 33126

(877) 390-2041

CynthiaDecorteres@PFConsultingFirm.com

www.PFConsultingFirm.com

Open 24 hours

Core Support Services

Administrative & document support only

Each service area below lists the administrative preparation and organization support PF Consulting Firm may provide. Legal advice is not provided. Attorney consultation may be recommended when legal interpretation is needed.

Healthcare & Medical Planning Documents

✓Healthcare directive documents
✓Advance directive forms
✓Healthcare surrogate designation
✓HIPAA authorization forms
✓Medical authorization forms
✓Medical records request forms
✓Physician communication forms
✓Caregiver authorization forms
✓Healthcare coordination documents
✓Medical information organization

Elder Planning & Family Organization Support

✓Elder planning document organization
✓Family preparedness documents
✓Long-term planning organization
✓Caregiver resource coordination
✓Emergency planning organization
✓Family transition support
✓Personal record organization
✓Important document organization

Probate & Estate Administrative Support

✓Probate-related form preparation support
✓Court form organization
✓Administrative filing support
✓Probate intake assistance
✓Asset and document organization
✓Beneficiary and information worksheets
✓Document gathering support
✓Filing preparation assistance

Legal advice not provided. Attorney consultation may be recommended.

Guardianship Administrative Support

✓Guardianship packet organization
✓Court form preparation support
✓Administrative filing preparation
✓Medical document gathering
✓Family information worksheets
✓Supporting document organization

Legal advice and guardianship recommendations not provided.

Power of Attorney & Authorization Documents

✓Power of attorney document preparation support
✓Limited authorization forms
✓Healthcare POA support
✓Financial authorization forms
✓Signature coordination
✓Notary coordination when required

Prepared from client instructions only.

Trust & Planning Resource Support

✓Trust document organization
✓Trust-related intake support
✓Administrative document preparation assistance
✓Attorney coordination support
✓Supporting paperwork preparation
✓Record organization

PF Consulting Firm does not create legal strategy or provide legal advice regarding trust formation. Attorney consultation recommended when legal interpretation is needed.

Florida Elder Property & Deed Support

✓Quit Claim Deed
✓Enhanced Life Estate / Lady Bird Deed
✓Warranty Deed
✓Special Warranty Deed
✓Transfer-related document support
✓Property information worksheets
✓Ownership document organization
✓Homestead-related administrative forms
✓Supporting real estate paperwork

Prepared only from client instructions and information. Property rights, ownership questions, or legal advice not provided. Attorney or title professional consultation may be recommended.

Benefits & Resource Support

✓Benefits organization
✓Resource applications
✓Insurance paperwork support
✓VA-related paperwork organization
✓Long-term care paperwork support
✓Community resource coordination
✓Family support resource navigation

No benefit approval guaranteed.

Elder Care Document Checklist

Common documents families often need

Educational checklist — not legal advice. Families may wish to organize the following.

Healthcare

☐Healthcare surrogate
☐Advance directive
☐Living will
☐HIPAA authorization
☐Medical records authorization
☐Medication list
☐Physician contacts
☐Insurance cards
☐Allergy list

Caregiver

☐Emergency contacts
☐Caregiver authorization
☐Home care information
☐Care plans
☐Appointment records

Planning

☐Power of attorney
☐Trust documents
☐Probate paperwork
☐Guardianship documents
☐Property records
☐Deeds
☐Mortgage records
☐Funeral wishes
☐Veteran records
☐Long-term care records

Financial Organization

☐Banking information
☐Benefits information
☐Pension information
☐Retirement information

Terms & Conditions apply. PF Consulting Firm is a separate non-attorney service provider.

PF Consulting Firm — a separate independent resource provider.