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Health Care Forms & Finances

 

Obtain medical benefits information, correspond with healthcare providers concerning insurance coverage and financial responsibilities, resolve claims issues, organize and automate medical bills and records.  Assist with establishing and filing Long Term Care claims.

Personal Finances: Analysis & Bill Payment

 

Collect and organize all financial records and establish a bill paying and reporting system. Conduct personal financial analysis and identify ways to reduce expenses. Prepare reports for accountants for Federal and State income tax filing.  Communicate with Financial Managers.

Household Expenses & Property Management​

 

Assist clients with establishing order in the home, and preparing for a move.  Reduce paperwork and clutter, arrange for sale or donation of personal items. Oversee needs of household during the owner's absence.

Estate Administration

 

Provide support to executors and family members with the administration of non-legal estate matters.  Consult with law firms, accountants, government agencies, financial organizations and creditors to facilitate closing of the estate.

SERVICES

At Home Management, LLC has an ultimate goal for every client -- peace of mind!  From assisting with bill payments to coordinating estate administration and everything in between, our Daily Money Managers will help you and your loved ones keep important personal financial matters on track and on time, so nothing ever falls through the cracks.  

 

When doing it yourself isn’t the best solution time-wise, or cost-wise... we get the job done!

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