Services include:

Vendor, service provider, and caregiver vetting (due diligence)
Spending and investment accounts review and analysis (past 12 months) for fraud-detection purposes
Bill payment services including due-date tracking and statement review
Checkbook and account balancing (reconciliation)
Budgeting: income and spending (cash flow) monitoring and reporting
Organization and maintenance of important documents and records
Assisting family members or other professionals who are named as fiduciaries
Day-to-day banking
Mail pick-up, sorting, forwarding
Notary services
Household/asset inventory preparation
Establishing online banking access and/or direct deposit and automatic bill payment as appropriate
Liaison with aging life care manager (formerly ‘geriatric care manager’)
Coordination with other professionals as appropriate
Other services upon request

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