Bill Pay services are provided by your assigned Life Care Manager. They provide confidential assistance to those who have difficulty managing their everyday monetary affairs. Services range from organizing financial, medical and insurance papers, to assisting with check writing and maintaining bank accounts as well as scam awareness and reduction.
Our bill Pay services complement the work of other professional such as accountants by facilitating the completion of the day to day tasks rather than determining long-term plans. For example, the Life Care Manager can organize and maintain accurate financial records for you throughout the year so your accountant can easily prepare tax returns. Then we can make sure they are correctly signed, that the appropriate checks are attached, and that returns are mailed on time.
Another example is that we can help determine how much care at home you can afford, or if you qualify for government benefits such as Medicaid or VA, or maybe it’s more cost effective for you to consider moving into an independent or assisted living community. (Our Aging Life Care Managers can help by fully assessing your level of care needs, researching and recommending the appropriate places for you or your loved one).
We also recognize other relevant issues and refer you to the appropriate professionals and services qualified to assist you such as an attorney, accountant or financial planner.
Our Bill Pay and Executor Support assistance can help you with various tasks, such as:
- Personal organization of mail, paperwork, and clutter. Sort and file documents which should be kept, shred or throw away unnecessary documents and identify documents which are due for a review or updating.
- Assist client with paying bills, online banking, reconciling accounts, disputing billing errors, filing insurance claims and activating long term care insurance claims
- Scam Awareness, reduction and advocacy. Reduce junk mail and unsolicited phone calls. Drafting letters and corresponding with other professionals on your behalf.
- In the event of a loved one’s death, the Care Manager, working under the direction of the Executor (Personal Representative), will coordinate with the local funeral home to see that the deceased clients wishes are upheld. Assist with estate dissolution, obtaining bids for appraisals, estate sales, and selling of the home. Closing out utilities, handling all the mail and forward to Executor as needed.
To reach one of our Advanced Senior Solution’s team members, Contact Us Here or call 727-443-2273. We’re here to help you.