Services include:

Bill payment services including due-date tracking and statement review
Financial records management
Organization and maintenance of other important documents and records
Assisting family members or other professionals who are named as fiduciaries
Budgeting: income and spending (cash flow) monitoring and reporting
Checkbook and account balancing (reconciliation)
Day-to-day banking
Fraud prevention and detection
Vendor/service provider vetting
Information gathering and customized research
Mail pick-up, sorting, forwarding
Financial advocacy; negotiating with creditors
Notary services
Household/asset inventory preparation
Establishing online banking access as appropriate
Setting up direct deposit and automatic bill payment as appropriate
Medical billing issues / deciphering medical insurance paperwork
Liaison with aging life care manager (formerly ‘geriatric care manager’)
Facilitation of household payroll
Prepare & organize tax documents for tax accountant
Coordination with other professionals as appropriate
Personal-property liquidation/downsizing assistance
Letter writing/correspondence
Computer and electronic device instruction/assistance
Document scanning and shredding
General organizational assistance
Other services upon request

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