Explore Our Senior Virtual Assistant Services
About Whatley Concierge
Whatley Concierge is a personal assistant service for older adults and the families who help them. We take on the administrative side of aging — the appointments, the provider calls, the prescriptions, the insurance follow-up, the household vendors, the transportation — so that none of it has to sit on one person's calendar. It's built for adult children who want to stay close to their parent without also being their scheduling office. And it's built for older adults who simply want a hand with the details, on their own terms, without having to ask their children for one more thing.
Every family starts with a Life Audit, which produces a complete, organized record of a person's providers, medications, insurance, household, and preferences — all in one place, current, and available to whoever should have it. From there, three levels of ongoing support meet people where they actually are: staying ahead of things, having someone who notices what's changing, or navigating a season when everything is moving at once.
We're not caregivers and we never touch anyone's money. We handle the coordination — so the time you spend together is time spent together.
What We Offer
Comfort Service
For everyday life, running smoothly.
Nothing is wrong. There's just a lot to keep track of — appointments to book, prescriptions to renew, calls to return, dates to remember. Steady keeps all of it moving quietly in the background, so it never has to take up space in anyone's week.
What's included
Reach us by call, text or email on weekdays — we'll respond within four business hours
Appointments booked, confirmed, and rescheduled when plans change
A friendly reminder the morning of each visit
Calls to doctors' offices — records, referrals, and following up when someone doesn't call back
Prescriptions refilled and pharmacy visits coordinated
A shared calendar the whole family can see
A Life File kept complete and current
A monthly check-in call, just to see how things are going
A monthly written summary of everything we handled
Ask, and it's handled.
Care Service
For when there's more to keep track of.
More doctors, more paperwork, more moving parts than there used to be. Anchor brings in someone who knows the whole picture — the same familiar person each week, staying close enough to notice what's changing and handle it before it becomes something to worry about.
Everything in Steady, plus
A dedicated concierge — the same familiar voice every time
A weekly check-in call, unhurried and at a good time of day
The Friday note — one page each week to you and up to three family members
A simple one-page summary before each appointment, with the questions worth asking
A written recap afterward, so nothing gets lost in translation
Household help arranged — repairs, services, and the people who come to the door
Insurance and billing sorted out — statements reviewed, claims followed up, questions answered
Rides arranged and confirmed ahead of time
Due dates tracked, so nothing slips by
A quarterly family conversation to look ahead together
Someone who notices, so no one has to keep watch.
Reassurance Service
For seasons when a lot is happening at once.
Something has shifted — a new diagnosis, a hospital stay, a change in what day-to-day looks like. Or there are two people to look after, each with their own needs. These are the stretches when the details multiply fastest and matter most. Command stays close through all of it, keeping everyone informed and everything moving in the same direction.
Everything in Anchor, plus
A brief touchpoint each weekday — a call or a text, whichever is preferred
Same-day answers to your questions, every weekday
Two people covered, each with their own Life File
Everyone on the care team kept in step — doctors, therapists, home health, and any agencies involved
Steady support through changes — a hospital discharge, a stay in rehab, a move, or a shift in the kind of help that's needed
Family coordination, so everyone knows what's happening and what's theirs to do
A direct line to your concierge
A monthly family conversation
Close at hand, for as long as it's needed.
Peace of Mind Service
For families in a demanding season — a health crisis, two parents at once, a move, or a decline that needs a steady hand.
There are stretches when the details multiply fastest and matter most — a hospital stay, two people to look after at once, a season when everything is moving at the same time. Peace of Mind brings in a full team around it, keeping everyone informed and everything moving in the same direction.
Everything in Reassurance, plus
Up to three people covered, each with their own Life File
A dedicated concierge and a named backup — never a single point of failure
Priority, same-day response, with limited after-hours reach for true urgencies
Care-team coordination — doctors, specialists, home health, and any agencies involved, all kept in step
Insurance and medical bill advocacy — statements reviewed, claims disputed, bills negotiated down
Transition support for the hard moments: hospital discharge, a rehab stay, a move
A monthly family strategy call, plus a written summary of everything handled
Close at hand, for the season that asks the most.
“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”
– Former Customer
Get In Touch
If you're interested in working with us, complete the form with a few details about you or your loved one. We'll review your message and get back to you within 48 hours and schedule a brief introduction.