WE SIMPLIFY YOUR LIFE.

RESIDENTIAL PROPERTY MANAGEMENT
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Comprehensive Maintenance & Care Program
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Routine Property Checks
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Renovation Oversight
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Bill Paying & Household Budgeting
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Hurricane Readiness
VIRTUAL BILL PAYING / BOOKKEEPING
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Track Payables & Receivables
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Process Invoices & Payments Accurately & On Time
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Reconcile Bank Accounts & Process Bank Deposits
- Create & Maintain Monthly Financial Reports
- Preparation of Tax Related Information
- Special Projects as Needed


TRUST ADMINISTRATION
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Cash Management
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Financial Reporting
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Oversee Management of Assets & Distributions
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Bookkeeping & Bill Paying
SENIOR AFFAIRS PROGRAM
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Assistance with Bill Paying
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Property Management
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Liaison for Wealth, Tax, Accounting & Estate Advisors
- Coordination with Health Providers & Housekeeping
- General Errands & Communication with Family
