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For those of you who might be new around here, I want to welcome you to our monthly newsletter!  We've been busy the past few months and appreciate all of you being patient with us as we go through some growing pains.  You- our clients and our community- are so important to us, and I'm excited to announce we're continuing to make changes that I think will make things a lot easier for you as you work with us in the future!
- April Harris Jackson, Graceful Aging Legal Services, PLLC Founder & Attorney
Meet Jennifer Reid, our new Client Concierge

Hailing from Chicago, Jen considers herself a renaissance woman. In college, Jen's education prepared her for a career in the legal arena but her professional experience ended up in the film industry. She returns to the legal field with us here at GALS and is even considering a law degree someday! Jen's personal hobbies include knitting, woodworking, baking, gardening, and photography.

Jen has hit the ground running since she joined the firm in August and we're looking forward to seeing more great things from her! As Client Concierge, she's here to answer client questions and meet your needs, as well as a lot of the behind-the-scenes work that your case requires, like tracking down information and getting ahold of our most difficult bankers. She is also helping me with some special projects coming up in the new year!

You can reach Jen by email at or (615) 608-4111.

Medicare Open Enrollment Starts October 15th!

If you are approaching 65 or love someone who is, this may be your first rodeo with the Medicare application process.  We hope you'll read our blog this month where we tackle all things Medicare, beginning with the ABC's...

For those of you who already have bookmarked on your web browser, don't let December 7th sneak up on you! The end of the year is fast approaching (how???!!) and you know we are big fans of making decisions in advance.
Remember how I said part of Jen's job is tracking down bankers?  We're making her job easier!

One of the things that can be difficult for our clients (and honestly, frustrating for us) is dealing with banks. Some banks are AMAZING! Some banks want your first born in exchange for an account balance. One thing clients frequently have issues with is online access to fiduciary accounts. Fortunately, we've found a solution!

For our clients who need to open conservatorship and estate accounts, we are now offering a collaboration with HerBank, a division of Legends Bank.  This new process will streamline account management and yearly accountings for those who want to use it. The process is essentially this:

1. We open your estate/conservatorship with the Court and obtain the legal paperwork.

2. You sign an authorization allowing us to collaborate with HerBank.

3. We upload all of your legal documents to the HerBank portal.

4. You have a short Zoom call with the team from our office and HerBank.

5. You'll sign the HerBank documents electronically and provide a copy of your driver's license.

6. They will set up your account and give you online access as well as checks, debit card, and any other services you need. 

We will be able to see and download statements (but not access the funds). This means we won't have to ask you for statements when it's time to do an annual accounting or close your account. 

If you are an existing client who is interested in moving your account(s) to take advantage of this new option, reply to this email and we'll walk through whether it's the best choice for your situation.

We are so excited to be a part of the HerBank community! You can learn more about them here.