The expertise of our DMMs covers a broad range of tasks. The actual work we do for each client depends on their needs and objectives.  

 

The scope of our Daily Money Management Services includes:

• Financial & Estate records organization, retention and destruction

• Develop a secure cloud-based digital file to organize and store copies of all important          financial & estate records, documents and other important information; set up additional   authorized individuals/ family members to have limited or complete access via personalized      login & password

• Create a complete and up to date inventory of assets to assist client/attorney in funding or updating a revocable living trust

• Prepare and update personal financial statements

• Prepare a budget and annual spending plan

• Develop an aging & elder care financial management plan

• Personal concierge services

• Bill paying services with monthly cash flow report

• Mail management services with monthly report

• Reconcile credit card, checking, savings and investment account statements and prepare a consolidated financial statement

• Reconcile medical bills, Medicare summary notices and health insurance EOBs

• Organize tax records and documents and develop a records retention and destruction plan

• Provide financial oversight and potential fraud detection

• Researching and negotiating big ticket purchases or service contracts

• Assisting named DPOA/conservator/personal representative or successor trustee with financial and estate management and settlement responsibilities

• And more…

 Call today for a free telephone consultation (989) 725-9878 ext.12