Financial Support Management
At Elder Roots, we understand how overwhelming managing personal finances can be as you or your loved one ages in place. While we don’t offer formal financial advice, we provide supportive services like organizing household bills, tracking expenses, and ensuring that important documents are up to date. Our goal is to help you feel secure and supported so you can focus on what matters most.
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Examples of Services Includes
1
Create database of personal and household information.
2
Bookkeeping:
bill pay, maintain Quicken, bank and credit card accounts. Reconcile accounts.
3
Pay taxes, tax preparation for accountant.
4
Facilitating insurance claims, including long-term care insurance.
5
Meet with attorneys or estate planners when necessary.
6
Manage annual charitable giving, set up systems to reduce elder fraud.
Elder Roots employees are required to undergo Preventing Elder Financial Exploitation and Fraud training.