Reviewing and paying bills, checkbook balancing, mail management
Review explanation of benefits (EOB), file LTC insurance, verify all insurance is billed and benefits received
Tax packages prepared for CPA, tracking taxable items throughout year, gathering and organizing tax documents
On the Move
Assistance with down-sizing and relocation, coordinating estate sales, appraisals and storage. Licensed Realtor® on staff.
Working with you and your attorney to be sure final documents are accurate, copies are accounted for, and vested parties are informed
Scheduling medical appointments and transportation validation; social event scheduling, personal event planning
In the event of illness, hospital visits, intermediary with nursing and care staff, communication link to family
Coordinate various trades from companions to plumbers
Other needs as they arise.