1. Money & Legal Structure

   • Accounting, financials, bill payments, financial management systems (FMS)
   • Benefits: SSI/SSDI, Medicaid, state/IRS/regional funding programs
   • Trusts, guardianship, POAs, titling / ownership
   • Tax positioning, entity structure if there’s a business
   • Insurance review: life, disability, LTC, liability, homeowners/auto

2. Care & Staffing

   • Running payroll in compliance with state and federal laws
   • Hiring, vetting, and training process for caregivers
   • Pay structure, contracts, backup caregivers
   • Abuse/neglect risk, incident procedures
     

3. Home & Daily Life Management

   • Housing setup and accessibility
   • Medication, appointments, school/program coordination
   • Day programs
   • Crisis / transition plans (if parents get sick, die, or move)

Your Risk Assessment Output: a written scorecard + 90‑day action plan + options to have you implement / run the back office.