AdobeStock_403024148.jpeg

OUR SERVICES

AdobeStock_121965300.jpeg
PERSONAL ACCOUNTING
  • Organization and management of finances

  • Payment of bills

  • Monitoring of account activity for fraud

  • Completion of benefit applications

  • Coordination with service providers

  • Preparation of financial statements

iStock_000006136827Medium.jpg
PROFESSIONAL SERVICES
  • Power of Attorney appointment

  • Guardianship accounting

  • Executor appointment

  • Notary services

iStock_000007776750Small.jpg
OTHER SERVICES
  • Organize pre-need funeral & burial arrangements

  • Facilitate disposition of properties and contents

  • Facilitate moves to senior living facilities

  • Coordinate with other senior service providers including Care Managers, Elder Law and Estate Attorneys, Tax Accountants, and Financial Advisors