Bill paying Mail collection & organizing Balance checking accounts Budgeting & cash-flow planning Philanthropic planning Multigenerational planning Serve as an agent for a trustee or guardian Serve as guardian of property Coordinate with legal financial & other professionals Prepare accountings for trusts estates guardianships Coordinate personal property and real estate appraisals Coordinate distribution or sale of personal property/real estate Advocate for beneficiaries/act as intermediary with out-of-state trustees Mail collection & organizing Budgeting & cash-flow planning financial & other professionals