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Our Money Management/Representative Payee Services (managed by our sister company, Trusted Care Money Management) Include:

  • Bill-paying and preparing checks

  • Balancing checkbooks, reconciling bank account statements, and maintaining or organizing bank records.

  • Preparing and delivering bank account deposits.

  • Assisting the person with applying for benefits and assisting the person with maintaining eligibility for benefits.

  • Consulting or making referrals for consultation regarding available benefits.

  • Making referrals as appropriate for establishment of disability accounts.

  • Organizing tax documents and other paperwork.

  • Negotiating with creditors.

  • Deciphering medical insurance papers and verifying proper processing of claims.

  • Providing general organization assistance.

  • Providing referrals to legal, tax, and investment professionals.

  • Notarizing documents.

  • Providing assistance associated with financial tasks when a person relocates.

  • Acting as power-of-attorney or authorized representative when designated by the person, and being the appointed payee.

To request services, please, click "Money Management Service Request Form" below.
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