Details
- 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.
