Bill Payment Services
Review all monthly bills for accuracy and pay as agreed.
Review and evaluate medical bills, EOBs and health insurance coverage; pay bills as appropriate and track reimbursements.
Ensure that periodic bills are current (e.g., income and property taxes, home and auto insurance, auto registrations, life insurance and long term care insurance).
Review cash flow and budget, including gifts and discretionary spending.
Assist with day-to-day banking and monthly account reconciliation.
Implement a records organization and filing/shredding system.
Manage & reduce junk mail; add to no-marketing and do-not-call lists.