Bill paying using online banking or by hand, according to client’s needs and wishes
Banking assistance
Monthly bank account reconciliation
Customized services and statements to meet individual needs
Organizing financial records, tax records and other documents
Filing
Daily mail management
Budgeting
General office and file management services
Inventory and digital cataloging of personal property
Personal property inventory
Vital records: organizing wills, trusts, medical records, insurance records for safe keeping
Liaison with CPA, bankers, attorneys, and other professionals
Communication as requested by our client, to caregivers, supportive family members who might live at a distance, and other individuals with an interest in our client’s health and well being