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.