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Our 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.