Daily management financial services
Organize and review mail and other correspondence
Manage routine bill payment
Balance checkbook
Ensure that periodic bills are current (e.g. income and property taxes, home and auto insurance, auto registrations, life insurance, etc.)
Reconcile bank and/or credit card statements
Check accounts for unusual activity and monitor for fraud
Develop and maintain a list of important documents and their location (this is "in case of emergency" preparation)
Handle incoming mail/newspapers for traveling clients
Assist with tax preparation
Provide estate planning support
Assist with annual conservator statement of account (Account of Fiduciary)
Other special projects can be arranged as needed