FAMILY RECORDS MANAGEMENT

Family Records Managements offers a full range of financial services, including; organizing tax records, balancing checkbooks, paying bills and filing Medicare or insurance claims. FRM works with their client's CPAs, attorneys, and financial advisors to ensure timely, efficient and comprehensive service. We also perform all required legal and reporting for fiduciaries and trustees... Family Records Management provides support to seniors and busy professionals with managing their household financial lives to keep them organized. This includes bill paying and banking, estate management, record keeping for tax purposes and medical insurance tracking. We take care so that the individual's personal financial affairs are kept organized, current and safely accessible... Our Professionals have an in depth knowledge of multiple financial industries as well as potential risk. Family Records Management clients who seek an alternative to Court-Appointed Conservatorship or Power of Attorney, as..

Primary location: Los Angeles United States