Legacy Management

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McLean, Virginia, United States

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More About Legacy Management

Our mission is to provide patented organization tools and techniques, along with individually tailored support to keep our clients’ personal business in order.
clean desk
Our Personal Business Assistants:
  • Insure bills are paid on time;
  • Balance and reconcile checkbooks with statements;
  • Collect, prepare and deliver bank deposits;
  • Organize personal records and de-clutter;
  • Reconcile insurance claims and other billing errors;
  • File and organize tax documents;
  • Collect and deliver tax information to tax preparer;
  • Submit claims for long term care insurance.

Also Available:

  • Centralized bill paying service through Client Funds;
  • Year end reports based on bookkeeping software;
  • Third party reporting as authorized by the client;
  • Assistance with payments to caregivers.

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