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Trustee oversight portal

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Trustees must work closely with the care team to ensure care directives and financial decisions ensure seamless care services in accordance with the terms of the trust.

Empowering trustees with clarity, compliance, and care

When patients are incapacitated, upholding care directives becomes a debate over what the patient would do in the situation they are in if they had their capacity back.  Making financial decisions on their behalf also creates a complexity that often falls to family members.  Failing to uphold care directives and poor financial decisions result in destruction of patient trust and assets.  It can also lead to delays and denials of care services, prolonging or worsening the condition of the patient.

Boston Mantra helps in these complex oversight matters by helping to identify health triggers for financial decisions that need to be executed or consent decisions that need to be asserted.

© 2025 Boston Mantra® LLC

General disclaimer: Boston Mantra is an M&A advisory welcoming only inquiries for asset-structured merger-acquisitions.  We do not guarantee outcomes for investment decisions made in connection to our business.  Investments may lose value because market conditions are subject to change.  We are governed by the laws of Massachusetts.  Information on this site are intended to offer general information or education, not to provide investment or legal advice. We are not responsible for the accuracy or completeness of third party content linked or referenced.  No relationship is established unless given in writing.  All services are limited only to what is permissible by law and offered in connection to the scope of written agreement.

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Patient advocacy services offered through Boston Mantra are designed solely for strategic planning, fiduciary coordination, and care navigation in connection with estate, governance, or financial structures. These services do not constitute medical care, diagnosis, or treatment, and are not intended to replace licensed clinical judgment. All health-related services are provided within the bounds of applicable law and only as part of integrated advisory engagements.

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