top of page
Services
BILL PAYMENT AND MONITORING
-
Set up and maintain bill payment system.
-
Resolve billing errors.
-
Monitor banking and deposits.
-
Ensure Property Taxes are paid on primary residence and additional properties.
-
Ensure charitable giving is executed.
-
Assist with insurance claims.
-
Ensure Association Fees are paid.
ORGANIZATION AND RECORD KEEPING
-
Manage and sort mail.
-
Track expenses.
-
Budgeting.
-
Keep records of receipts and disbursements.
-
Create Net Worth statements.
-
Organize vital information.
-
Catalog valuables if needed.
-
Compile and organize information for tax reporting.
-
Review statements for fraud
OTHER SERVICES
-
Notary Public services.
-
Assist filing Insurance claims.
-
Trust and Estate Review to ensure they are current and titled correctly.
-
Review retirement plan beneficiary designations and pension beneficiaries. Update paperwork if necessary.
-
Assist with compiling necessary paperwork to settle estates.
-
Insurance review.
-
Referrals to Estate Attorneys, Financial Advisors, and Insurance Agents.
bottom of page