

DAILY MONEY MANAGEMENT
*bill pay
*budget and cash management
*monthly financial statements
LEGAL AND FINANCIAL SERVICES
*coordinate with lawyers, accountants, and financial advisors
*administer provisions of Will or Trust
*communicate with beneficiaries
*pay estate or trust bills
*oversee investment management
*asset sale, acquisition and transfer
*document retention
REAL PROPERTY MANAGEMENT
*oversee real and personal property matters
*coordinate appraisals, sales and rentals
*coordinate cleaning, repair and maintenance
ORGANIZATIONAL SERVICES
*professional organization of homes and offices
*downsizing services
*coordinate of estate and consignment sales
CONCIERGE SERVICES
*transportation services for ongoing appointments
*ticket purchases for theater and sporting events
*travel arrangements
PERSONAL/HEALTHCARE SERVICES
*medical claims
*coordination of long term care needs
*assistance with eldercare management
*caregiver referrals
*liaison with family, advisors, and caregivers
WHATEVER SERVICES YOU NEED, MY PEOPLE CAN ASSIST YOU IN FINDING A SOLUTION!