Services Available

  • Serve as Conservator, Power of Attorney or Trustee
  • Pay bills & balance checkbooks
  • Medical claims assistance
  • Assist with entitlements such as Medicare and Medicaid
  • Review estate planning documents
  • Organize mail, financial information & paperwork
  • Provide referrals to accountants, lawyers, financial advisors, care managers and others—and coordinate relationships
  • Review and reconcile bank, credit card and investment statements
  • Make arrangements to move client from home, assisted living, etc.
  • Organize records for tax return preparation
  • Advocate with medical providers, creditors, financial institutions, insurers and government agencies
  • Inventory assets & investments
  • Assist with pre-paid funeral arrangements
  • Notary Services
  • And many more personal financial services