Processing of Mail: Invoices; Client Correspondence & Filing Scanning; Recording; Faxing and Light Errands

Sorting; Donating & Dumping of Personal Property Bill Pay & Vendor Processing

Interaction with Social Security; MediCal and VA Interfacing with Skilled Nursing Facilities & Care Homes In-Home Visits; Client Interfacing & Home Organization Scheduling & Distribution Request Processing Drafting of Trust & Client Correspondence Interfacing with Attorneys; Financial Managers; Realtors; Physicians; Appraisers; Liquidators; Professional Service Providers; Etc. Review & Summary of Trust Documents Consulting for Individuals or Simple Trusts

Financial & Payroll Analysis Banking & Investment Management Fiduciary Decision Making: Distribution Approvals and Budget Reviews Accounting or Taxes Legal Interfacing: Establishing of Trusts; Titles; Petitions Real Estate Transactions Bank & Financial Transactions & Management Emergency &/or Police Interaction; Evictions Interviewing; Hiring of Caregivers & Placement in Health Care Facility

Court Appearances; Professional Fiduciary; Power of Attorney Services Consulting for Complicated Trusts