We understand just how difficult it can be to care for an elderly or vulnerable relative. If you’re supporting a relative with financial matters, or if you’ve been appointed as their Attorney or Deputy, you may be feeling overwhelmed by what the role entails.
You and your relative may also benefit from a helping hand if your loved one is preparing for a move, whether that’s to a new house, sheltered accommodation or a care home.
What we review
Bank statements
Statements for stocks, bonds and annuities
Credit card statements and utility bills
Property deeds
Rental agreements
Insurance policies
Wills and Living Wills
Lasting Powers of Attorney
Unopened letters
How the Paperwork Audit Works
1. Collect all paperwork required
Our team can help you to organise and make sense of your relative’s paperwork and finances. We can visit you or your family member at home and sort through all their financial and legal paperwork.
2. Review all paperwork
Through this process, we’ll make sure that all bills are up to date and that nothing important has been missed.
3. Create an information pack
We’ll create a binder containing all the information you’ll need to keep your relative’s affairs in order. This will include details about bank and savings accounts, utility suppliers and insurance providers, as well as a list of emergency contacts for the individual in question.
How we can help further
When you’re responsible for an elderly or vulnerable relative, you’ll want to ensure you’ve safeguarded their legal and financial interests as much as possible. In addition to auditing and organising their paperwork, there are other ways we can help. These Include