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OUR SERVICES
PERSONAL ACCOUNTING
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Organization and management of finances
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Payment of bills
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Monitoring of account activity for fraud
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Completion of benefit applications
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Coordination with service providers
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Preparation of financial statements
PROFESSIONAL SERVICES
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Power of Attorney appointment
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Guardianship accounting
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Executor appointment
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Notary services
OTHER SERVICES
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Organize pre-need funeral & burial arrangements
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Facilitate disposition of properties and contents
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Facilitate moves to senior living facilities
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Coordinate with other senior service providers including Care Managers, Elder Law and Estate Attorneys, Tax Accountants, and Financial Advisors
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