Daily Financial Management & Support Services

Set up bank accounts
Set up direct deposit for all income sources
Banking, check writing, deposits
Reconciliation of bank accounts
Bill paying
Verify proper insurance billing
Make referrals to appropriate agencies
Assist in wills, funeral plans, medical directives, etc.
Ensure personal needs are met

Income Cap Trust

Set up trust account
Prepare Distribution of assets for attorney
Report any changes of trust to appropriate agancies
All the services listed in Daily Financial Management & Support Services

Conservator

Beginning inventory
Accurate and thorough annual accounting as required by court
Assurance of most beneficial investments when appropriate
All the services listed in Daily Financial Management & Support Services

Representative Payee

Monthly Budgets set up
Annual accountings to Social Security
Redetermination Forms Completed
All the services listed in Daily Financial Management & Support Services

Limited Power Of Attorney/Durable Power Of Attorney

Daily Financial management: Banking only on Limited Power of Attorney
Change of address to Social Security, banks, etc.
Accurate and thorough accountings to client, agency or family member where applicable
All the services listed in Daily Financial Management & Support Services

Personal Representative

Payroll Services/Domestic Employers

Make State and Federal ID applications
Process pay stubs
Process monthly/quarterly required payroll reports
Make tax deposits or payments
Prepare payroll tax forms to be included in personal tax return or to file alone
Process year-end form for employees, W-2, 1099, etc.

Oregon Money Management Program

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