Services

Organize and create a system for record keeping

Create Important Documents File including important contacts and financial account locations/beneficiaries

Pay bills, submit medical claims for reimbursement, negotiate disputes

Review monthly bank and credit card statements for potential fraud

Create monthly income, expense and savings budget

Create analysis of actual compared to projected income/expenses

Prepare a Statement of Net Worth detailing assets and liabilities

Review fees to ensure client isn’t being overcharged for services

Create financial asset summary to help with estate planning

Consolidate and title accounts (POD, TOD or ITF) in compliance with client’s wishes and estate plan

Assist processing the documents to add or change beneficiary designations

Ensure clients transfer assets into trusts as per attorney’s instructions

Organize documents for income and expenses for Income Tax Returns

Track charitable contributions, medical and other expenses to maximize deductions

Confirm extensions have been filed if necessary

Review correspondence and work with CPA when needed

Keep client informed about current scams

Review service provider bills to ensure accuracy

Identify and resolve billing errors

Review bank and credit card statements

Review requests for charitable contributions

Review credit scores and reports

Oversee weekly payroll for household and home health aides to ensure accurate reporting and charges

Interview and secure estimates for professional organizers to sort belongings, furniture and art

Review all financial, legal and tax documents and determine value and retention status

Arrange for the profitable disposal of unwanted items through auction, estate sale, buy-out, consignment, on-line, donation or a combination of the above

Interview, schedule and oversee movers