Money Management

Legacy Management offers a personal business assistant to help with your money management. An assistant can 

    Insure bills are paid on time;
    Balance and reconcile checkbooks with statements;
    Collect, prepare and deliver bank deposits;
    Organize personal records and de-clutter;
    Reconcile insurance claims and other billing errors;
    File and organize tax documents;
    Collect and deliver tax information to tax preparer;
    Submit claims for long term care insurance.

Also Available:

    Centralized bill paying service through Client Funds;
    Year end reports based on bookkeeping software;
    Third party reporting as authorized by the client;
    Assistance with payments to caregivers.