We go more than a mile.
Financial Affairs Assistance
- Managing bill payments (e.g., insurance premiums, estimated taxes), checkbook maintenance, basic bookkeeping
- Organizing personal papers and mail
- Reconciling/reviewing bank and investment statements
- Reviewing investments
- Organizing information for tax preparer
- Researching health insurance
- Managing assets with existing wealth advisor and banks or other companies
- Researching cost basis and current value of assets
- Valuing assets, including preparing necessary analyses
Professional Fiduciary Services
- Serving as Trustee, Conservator or Personal Representative of an Estate and all administration through court appointment
- Serving as Agent in Power of Attorney
- Reviewing estate planning options with a client
Other Services
- Arranging estate sales and/or personal property appraisals with area professionals
- Facilitating real estate appraisals and/or sale arrangements
- Providing guidance for appointed trustees, personal representatives or conservators