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 .