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
Daily Money Management
Bill Pay
Debt Counseling
Budgeting & Savings Plans
Tax Record Organization
Banking and Mobile Money
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
Includes “Traditional” service offerings.
Financial Management Services
Certified Trustee & Guardianship
Professional Fiduciary
Unbiased, Conflict Free
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.
We act as your personal general manager, protecting what individuals have worked hard to build—keeping things organized, safe, secure and current.