Vital Records­Daily Money Management Services: In addition to monthly Bill Pay, Quicken and daily financial matters which is ongoing. We also offer help with projects such as our Emergency Planner document (all Vital Records Information in one place), tax preparation assistance, Quicken set up, and online bill pay set up.One example: We helped one client gather all of her important records before meeting with her Estate Attorney, to have a new Will drawn up. W [...]
