SERVICES PROVIDED:
Monthly Bill Payment & Review
- Check for fraudulent charges or payments
- Work to resolve disputes and payment clarifications on client's behalf
Managing Incoming Mail
- Forwarding of important documents
- Electronic storage and retrieval through our online web portal
- Destruction of junk mail when appropriate
- Manage medical bills and insurance documents
Year-End Tax Organizer
A Personal Bookkeeper to Handle Special Requests
- Donations
- Document Review
- Disputes
- Custom Reports
Expense Management
- Provide monthly reports on where money is being disbursed
Investment Properties & Other Entities
- Managing all sorts of separate entities that a client may have such as investment properties, trusts, private foundations, and more.
Bill Pay for Seniors Provides the Following Services for Seniors:
WHO NEEDS THE SERVICES OF BILL PAY FOR SENIORS?
- Seniors with medical issues that make it difficult to keep up with finances.
- Seniors who are active in their retirement.
- Family members or caregivers who are responsible for an ailing parent.
- Seniors who wish to maintain their independence.
- Seniors who want to avoid guardianship or complete loss of independence.
- Seniors who can't seem to keep track of their
cash flow.
- Family members who do not live nearby elderly relatives and are concerned that their loved one is maintaining his or her financial affairs.
- Seniors who are resistant to having relatives handle their affairs.
- Attorneys/Fiduciaries who have control of estates.
Call for more information to discuss a plan that works for you: 561-364-3436
If you feel that BILL PAY FOR SENIORS is a good fit for you or a family member, please contact us by phone or e-mail at info@billpayforseniors.com or 1-561-364-3436.
A member of the BILL PAY FOR SENIORS team will work with you to determine a custom plan that is best for you.
