Service Descriptions

Financial power of attorney service

• Satisfy responsibilities and perform permitted tasks as Agent on Financial Power of Attorney

Guidance regarding prudent financial practices

• Share observations and recommendations based on industry expertise and best practices

Basic banking support

• Write checks, deposit checks, initiate transfers, monitor transfers, and execute other transactions as appropriate

Bill management / payment

• Establish system for managing monthly expenses including automated payments and one-off payments as appropriate

Account monitoring via alerts

• Establish online monitoring of accounts with the aim of preventing unauthorized access and fraudulent activity

Mail monitoring and sorting

• Establish process for reducing spam and rationalizing mail to legitimate, necessary pieces

Secure physical document storage

• Coordinate safe storage of your physical documents

Secure electronic document storage

• Coordinate safe storage of your electronic documents

Fraud monitoring

• Monitor credit bureau information for clients and establish proactive fraud mitigation strategies

Trustee service

• Satisfy responsibilities and perform permitted tasks as Trustee of relevant Trust(s)

Monitor for government benefits

• Monitor the receipt of benefits from social security and other programs

Oversee insurance policies and file claims as needed

• Liaise with long-term care companies and Medicare, in coordination with healthcare power of attorney, to monitor and manage claims and payments

Compile supporting documents and support CPA in tax filing

• Support your CPA in relevant document collection and timely filing of taxes

Coordination with CPAs, attorneys, and financial advisors

• Liaise with related professionals as appropriate to safeguard your assets and achieve your objectives

Monthly reporting to family and interested parties

• Report regularly to designated parties such as family members, wealth advisors, or attorneys