- Open and sort mail, determine and carry out the appropriate next steps.
- De-clutter and create/update filing systems, identifying what to shred or discard (with the guidance of your attorney or CPA, as appropriate).
- Review and pay bills. Question or contest unclear or incorrect billing and fees.
- Establish auto-pay and direct deposit where appropriate.
- Create a bill-paying calendar and lists to identify auto-pays, vendors, contact information, etc. for easy reference.