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OUR SERVICES

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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

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PROFESSIONAL SERVICES

  • Power of Attorney appointment

  • Guardianship accounting

  • Executor appointment

  • Notary services

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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

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