Generational Services to manage and reduce clutter
- Personal Information Organizer – family, financial, insurance, medical, assets, estate documents
- Consolidate monthly, quarterly, and annual statements
- Assist in reconciliation of accounts
- Document and inventory valuables – jewelry, artworks, firearms, and other collectables
- Secure and consolidate UserIDs and Passwords
Next Steps ...
ABO can transition you to digital recordkeeping! Give us a call (972-637-9400) or send an email to SusanW@AstuteBackOffice.com .