-
Bill-paying,
including calls to payees regarding
incorrect bills and preparation of
checks for clients to sign.
-
Set
up/maintain/train Quicken General
Ledger
-
Set up paper
and/or computer files.
-
Maintain
Estate records and prepare Final
Accounting.
-
Balancing
checkbooks and maintaining
organization of bank records.
-
Preparing and
delivering bank deposits.
-
Organizing tax
documents and other paperwork.
-
Deciphering
medical insurance papers and
verifying proper processing of
claims.
-
General
organization assistance.
-
Providing
referrals to legal, tax, and
investment professionals.
-
Notary
services
-
Assistance
with arrangements for moving from
one’s home to a retirement or
nursing facility
