Personal Affairs Managment

Helping People with the Task of Everyday Living

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Our Services

Personal Affairs Management can help make your life easier, whether it has become more challenging to deal with daily tasks due to your age, or because your career leaves little time for handling routine items. We provide peace of mind by taking care of these daily chores for you in the areas of personal, financial, business, and medical affairs.

Financial Affairs

  • Balance bank statements
  • Establish & monitor cash-flow
  • Pay bills & deliver bank deposits
  • Negotiate with creditors
  • Organize tax documents
  • Assist in estate planning
  • Manage investments & real estate with appropriate professionals
  • Process medical expenses & insurance claims
  • Quality screen nursing home/assisted living facility invoices

 

Personal Affairs

  • Serve as a will executor
  • Serve as a trustee
  • Prepare & assist client probate
  • Prepare correspondence
  • Interface with financial, legal, service, &other professionals
  • Set up appointments
  • Provide transportation
  • Notary public
  • Personal purchases; mail pickup & processing; residence visits during vacations or travel
  • Personal visits
  • Care planning sessions

Medical & Business Affairs

  • Make appointments
  • Provide transportation
  • Process Medicare/Medicaid insurance claims
  • Attend nursing home care planning sessions
  • Provide organizational assistance & record keeping
  • Interface between home & office during client travel/vacation
  • Initiate & process all business, household, & automobile insurance bills, forms & claims

“I’ve worked with Personal Affairs Management L. L. C. along with a number of very special clients. PAM’s client-centered approach never ceases to amaze me. Of the many fine qualities I could use to describe PAM’s service, “helpful” is the one which comes most often to mind.”

Certified Financial Planner, Arnold, MD

“PAM L. L. C. was referred to me by a friend and solved all my needs after the death of my mom. I could not have managed without their experience or client centered approach.” Alexandria, VA

Alexandria, VA

Get In Touch

Phone: 703-913-0052

Fax: 703-913-0052

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