Services

Assistance with:

·       Review and payment of bills;

·       Mailing all bill payments and correspondence;

·       Bank account reconciliation;

·       Make bank deposits on behalf of client;

·       Sign checks for the Client (with a Power of Attorney);

·       Assist the Client with budgeting;

·       Perform telephone inquiries;

·       Negotiate with third parties and/or with creditors;

·       Review medical bills;

·       Process insurance claims;

·       Organize records for tax purposes;

·       Process tax documents with appropriate Certified Public Accountants, local, state and national agencies;

·       Serve as Executor, if requested;

·       Serve as Trustee, if requested;

·       Serves as a Notary Public;

·       Prepare probate materials;

·       Assist Client through the probate process;

·       Store bills and documents for 3 years or until requested by client;

·       Visit client monthly – unless more frequent visits are requested;

·       Other tasks as requested by the client (within the realm of reasonable request)

In addition to basic services outlined above, Vista Daily Money Management is also able to prepare correspondence for the Client’s signature; interface with and be an advocate for the Client with financial, legal, service, accounting and other professionals; attend care planning sessions; and perform and undertake such other and further tasks as agreed upon by the Provider and the Client.