- Organize inventory, and update investment portfolio
- Organize information for tax return preparation
- Contact Health & Life Insurance Companies
- File and verify proper processing of insurance & government benefit forms
- Research unclaimed property
- Reconcile financial statements
- Reconcile checkbook
- Perform Notary services
Assisting Executors and Trustees
- Coordinate Appointments & manage relationships with professionals
- Assure paperwork is completed correctly
- Work with Social Security
- Canceling utilities, services and credit cards.
- Paying outstanding debts
- closing accounts
- Assist with Miscellaneous errands
THE PERSONAL FINANCIAL ASSISTANT
I am committed to working with you and your professional advisors, such as your lawyer, broker, financial planner, accountant and social worker.
I do .not take the place of these professionals, but work with them to facilitate the completion of tasks. Matters you and I discuss are held in the strictest confidence.
Among the tasks I can assist with are the following:
I do .not take the place of these professionals, but work with them to facilitate the completion of tasks. Matters you and I discuss are held in the strictest confidence.
Among the tasks I can assist with are the following:
