Services
AFS provides services in the following
areas to enhance your peace of mind.
Let us worry about the details!
- Conservatorships
- Personal Representative appointments
- Trustee Appointments
- Agent Under Financial Power of Attorney
- Medical insurance reconciliation
- Bill paying, banking & account reconciliation
- Tax Document Organization
- Financial Audits
- Administrative Support Services
- Financial Case Managment
- Move and downsizing coordination
- Estate Plan Document Appointments, including DPOA, MDPOA, PR,
- Trustee and successor appointments.
- Consultation for family members who have taken fiduciary appointments, including bookkeeping set up; report preparation and fiduciary duty consultation.
- Customized services that fit your unique situation and needs.