Do you know what to do with your parents' estate if anything happens to them TODAY?
Time to get prepared... and love the peace of mind that comes with it.
How we help you:
Clear View Senior Solutions is a financial organization service that gathers essential financial information that you'll need, and keeps it in one place.
We realize the time and emotions it takes to get prepared, and we do the work to ensure there are no surprises now or in the future.
Our comprehensive process includes the following steps:
Intake: We have a detailed checklist to ensure we have all the necessary information to proceed efficiently.
Audit: We perform a thorough review of all accounts with payments to check for predatory practices, duplicate charges, and excessive fees. We research to ensure you're getting the best price for your household expenses. Your financial well-being is our top priority.
Findings: We will share all findings with you, including a before-and-after snapshot for your review.
Automation: We will set up accounts for online access and automatic payments where this is applicable.
Organization: We can assist with home organization and conscientious recycling for those who need cleaning out and/or streamlining their homes to make it more efficient and safe.
Mobile Notary services: Our team is licensed/bonded and can provide this service on site for your convenience.