Bill Paying

• collecting and screening mail
• organizing records
• on-time payment set-up
• research and resolution of discrepancies

Organization of Family Files

• taxes
• financial statements
• insurance papers
• wills and trust
• healthcare proxies and living wills

Management of Medical and Other Insurance Papers

• filing claims
• tracking reimbursements
• monthly bills

Coordination with Other Professionals

• Iawyers
• accountants
• financial advisors or money managers