Daily Money Management
- Payment of monthly household bills in a timely manner by preparation of checks
for signature or online payment
- Review of bills for discrepancies and assist with resolution if needed
- Prepare and make deposits
- Reconcile monthly bank statements and update check register or download from
bank into Quickbooks Online (would require a nominal monthly fee to QBO)
- Review bank statement(s) for discrepancies and assist with resolution if needed
Insurance Claims
- Reviewmedical bills
- Assist with filing medical claims
- Follow-up with insurance companies regarding claims until they are paid
Basic Organization
- Prepare files containing: Wills, Trust documents, Life Insurance policies, durable
Power of Attorney, Bank Accounts and Investment Accounts, Safe Deposit Box
with location and names of individuals and/or businesses to be notified of funeral
details and arrangements
- Assist with sorting mail
- Organize and/or establish files
- Organize and gather tax documents for CPA at year-end…
948 Shetter Ave., Jacksonville Beach, FL 32250
We strongly encourage you to contact this provider directly or FL's licensing department to verify their license, qualifications, and credentials.
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