Daily Money Management
- Bill Pay
- Debt Counseling
- Budgeting & Savings Plans
- Tax Record Organization
- Banking and Mobile Money
Adult children of seniors seek assistance from Family Records Management. These clients may find themselves overwhelmed by the time required to manage their parents’ affairs. They turn to FRM when they want outside help in paying their parents’ bills, managing income, collecting tax data and other bookkeeping issues along with extended care management.
Traditional Services
Coordination with Other Professionals
- Certified Public Accountants
- Attorneys
- Financial & Wealth Advisors
- Assisted Living & Nursing Homes
- Caregivers & Nurses
Assistance for Adult Children of Elderly Parents
- Care Plan Development & Management
- Monitoring In-Home Care
- Acting as a Liaison to Families at a Distance
- Coordinating Senior Housing & Assisted Living
- End of Life Care — Preparation & Planning
Organization & Oversight of All Personal Records
- Medical
- Legal
- Housing
- Businesses
- Insurance
- Recreation
Business Services
Daily Financial Oversight
- Bookkeeping services including invoicing, accounts receivable and vendor payments, payroll.
- Tax Record Management
- Budgeting
- Business Planning
- Coordination’s with CPA’s and other professionals.
- Assistance with personal/family finance.
Customized Services
Financial Management Services
- Certified Trustee & Guardianship
- Professional Fiduciary
- Powers of Attorney
- Wills & Trust
- Deeds
Professional Care Manager
- Advocate for Medical & Financial
- Care Plan Administrator
- Personal Conservatorship
- Medical Health Care Directive
Estate Valuation
- Unbiased, Neutral Party
- Comprehensive
- Independent Evaluation
*Customized Services also include “traditional” service offerings.
Fees are traditionally billed on an hourly basis and customized to meet every clients’ need. Detailed services offered may require additional costs or time commitments.
