Services

Mail Management

  • Review, sort, and dispose of incoming correspondences
  • Submit requests to unsubscribe from unwanted solicitations
  • Registry on national do-not-call list

Survivor Support

  • Information gathering & organizing services
  • Assistance with applying for benefits
  • Assistance with budgeting
  • Continuing services: mail management, bill management, and account management

Bill Management

  • Review invoices and make phone calls on behalf of the client
  • Prepare checks for signature
  • Submit payments via mail and/or electronically

Organization Services

  • Create and implement custom filing system for financial records
  • Create and implement custom electronic filing system for financial records
  • Shred and dispose of paperwork containing sensitive information

Account Management

  • Balance checkbook(s)
  • Reconcile bank and/or credit card accounts
  • Scan statements to electronic format
  • Assistance with budgeting

Other Services

  • Provide referrals to legal, tax, and investment professionals
  • Schedule home maintenance services  (snow removal, lawn care, etc.)
  • Handle incoming mail/newspapers for traveling clients
  • Create a plan for digital assets
  • Develop and maintain a list of important documents and their locations