- Organize and action your family member’s mountain of mail
- Review bills and confirm accuracy of charges
- Conduct basic bill pay and check deposit
- Prepare checks for signature or prepare for online payments
- Monitor investment accounts for accuracy
- Negotiate with third parties concerning bills, insurance claims and other household issues
- Monitor credit card activity to avoid fraud
- Inventory and photograph personal valuables
- Work with your CPA, attorney or other financial advisors to ensure that your records are ready for tax preparation
- Keep you advised of family member’s financial condition (if applicable)
- Provide resources for information on Social Security, Medicare, Medicaid, Long Term Care Insurance, and reliable elder-service professionals
- Other custom services as required and agreed upon
