Assist with banking matters
Reconcile, review, and monitor bank, credit card and investment accounts
Review insurance reimbursements for accuracy and advocate as needed
Track income, expenses, assets and debts and prepare monthly reports
Set up and monitor a realistic, practical budget
Prepare tax returns or organize tax records for preparation by others
Organize and maintain important family and financial records
Provide referrals and coordinate with accountants, lawyers, investment advisors, care managers and others
Communicate with family members about their loved one’s general situation, needs and well being
Other services as mutually agreed to