- Create a bill-paying calendar and lists to identify auto-pays, vendors, contact information, etc. for easy reference.
Coordinate with trusted advisors and provide them with the information and paperwork they need in their work on behalf of our shared client.
If requested, accompany clients on visits to their trusted advisors (financial planner, attorney, CPA), to take notes and ask questions on their behalf.
Locate and organize important documents and key household, financial, and legal information, helping fill in any “gaps” that may exist, for family and fiduciaries.
Keep an eye on home maintenance needs; connect and communicate with service providers and monitor their activity and invoices.
Manage insurance claims (property, medical, long term care).
Refer/introduce clients to additional services to improve their quality of life and encourage their independence.