Client Story #1 (Betsy X)

After reviewing Betsy’s cell phone invoice while preparing to pay it, the HPWT service provider noticed excessive charges, well beyond what seemed reasonable.  After asking Betsy about these charges, Betsy said that her cell phone had been “lost.”  The HPWT service provider immediately contacted the cell phone provider and had them discontinue the service.  The HPWT service provider also requested that a statement be sent detailing all the calls that had been made from that phone.  Attempts to get the cell phone provider to credit all or a portion of that bill, which was in excess of $3,000, were in vain.

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Client Story #2 (Noleen Q)

Treasure chest of savings from elderly servicesOne of the first things a HPWT service provider does when retained for services is to check the various unclaimed property websites in all states where the client has lived.  Quite often, clients will have old savings accounts or other assets that have been passed to the state due to the inability of the financial institution to locate the account holder.

In Noleen’s case, an old brokerage account was discovered under her late husband’s name.  After helping Noleen fill out all the necessary paperwork and provide appropriate documentation, Noleen received a check for $7,000 from the state.

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Client Story #3 (Janet Y)

Credit card

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The HPWT service provider was called in by Adult Protective Services when it was discovered that Janet’s granddaughter had been using Janet’s charge card without her permission.

Further investigation revealed that Janet’s granddaughter had not only made these charges but had opened additional accounts using Janet’s name and Social Security number.  After reviewing several credit reports, it was discovered that the total amount of all the fraudulent charges exceeded $30,000.

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Client Story #4 (Helen P)

Helen was terminally ill and consequently had to contract for round-the-clock caregiving services.  While she had long-term care insurance, she did not know the procedures necessary in order to initiate the payments.

When she queried her insurance company, she was told that they required certain documentation from her doctor to substantiate the need for her level of care.   Because Helen was neither physically nor mentally capable of dealing with her doctor, she had been unable to contact the doctor.

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