Services and Credentials
Organization Services/Record Keeping and Reporting
From furniture and clothing, to documents, we declutter and organize all aspects of your estate. We sort, file, and categorize all essential estate documents to ensure important paperwork is organized, accessible, and ready for you when needed. We maintain a meticulous record of all transactions, decisions, and communications as well providing periodic updates to all involved parties.
Comprehensive Estate Solutions – Support for Executors, Trustees, & Family Offices
Our flexible solutions adapt to your needs, providing a custom approach that respects your preferences and honors the legacy of your estate. We communicate with the beneficiaries, creditors, and other stakeholders regularly by keeping them informed of the tasks that need to be done and continually tracking progress. This includes everything from asset and liability management to maintaining investments and personal property appraisals.
Health Insurance Guidance
Soon to be licensed in the Commonwealth of Pennsylvania. We can guide you through the intricacies of health insurance. In the interim, we’ll happily connect you to licensed insurance agents. Whether you need commercial coverage or you’re navigating the various types of Medicare coverage.
Fellow, American College of Healthcare Data Management Steve Aylward, BCPA, FACHDM
Founder of Westwood Solutions and former Chief Revenue Officer at Verisma, Mr. Aylward blends three decades of tech and healthcare leadership to simplify estate logistics and elevate patient & family experiences.
Patient Advocacy
Steve is a Board-Certified Patient Advocate (BCAP), registered with the Patient Advocate Certification Board. This designation incorporates expertise in four disciplines: 1) patient rights, autonomy, and equity 2) communication and interpersonal relationships 3) health, medicine, and the healthcare system, and, 4) professionalism & ethics.
Steve has thirty years experience in the healthcare technology industry, and is a current member of the board-of-trustees of one of the most respected health systems in the Philadelphia region and remains active in the Healthcare Financial Management Association (HFMA).
Steve is uniquely qualified to help you navigate the complex world of healthcare delivery, billing, and better understanding your care.
Trusted Professional Service Network
- Estate Attorneys
- Financial Advisors
- Appraisers
- Realtors
- CPAs/Accounting/Tax Guidance
- Family Offices
- Social Workers
In the event you simply need a referral to a professional or to a network of professionals, we can help. We work with a network of trusted professionals and are happy to refer you at no additional charge.
We can also work on your behalf to engage an entire team of professionals. There services are consolidated into a single invoice through Westwood Solutions. This greatly streamlines your need to pay multiple separate invoices. We’ll even coordinate their activity and track their progress for you.
Request a Consultation & Complimentary Quote
We’re ready to work with you. Reach out to us or fill out the form to request a consultation.
(610) 812-4808
steveA@westwoodsolutions.com
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