Income and Expenses Check Writing and Account Reconciliation Bill Payment Processing Medical Insurance Filing Other Insurance Review and Maintenance Record Keeping Organizing Files Coordinate household workers (i.e. yard work, pool maintenance) Act as Attorney in Fact, Trustee, or co-Trustee   Gather information necessary for preparation of Estate Tax Return Gather specific bequest items Meet appraisers as needed Arrange for cleaning residence and clearing out personal items Complete forms for life insurance filing Other assistance as requested     Member Florida State Guardianship Association Member National Guardianship Association Certified National and State of Florida Guardian

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