MAIL TRIAGE, BILL PAYING,
RECORD-KEEPING & FILING
If the workspace you or your loved one uses looks like this, I can help.
I assist with mail management, quickly separating the ‘wheat from the chaff’ as mail overload takes over. (You know it when you see it!)
We keep neat files, so that invoices are easy to find. Tax-prep time is reduced to minutes instead of hours.
Checking accounts stay solvent, with bills paid, on time. Often, mail fraud is nipped in the bud. (Please know that Surrogate Son is fully bonded.)
HOME IMPROVEMENT AND MAINTENANCE PROJECT FACILITATION
Aging safely at home sometimes requires modifications to existing structures.
The entire process can be daunting… but not for Surrogate Son.
We work with professional, insured, considerate trades people who get the job done with a minimum of household disruption. All contracts and/or payments flow directly from my client to the professional.
No payments flow through Surrogate Son… so no ‘markups’, ever.
GROCERY SHOPPING AND ERRANDS
Gently and with dignity, I will accompany you or a loved one on a medical appointment, if asked to do so. Because so many families really don’t know what’s troubling their distant relatives, I will, with my client’s HIPAA-authorized permission, share the MD Visit Notes with select family members. Many of my client families deeply appreciate this service.
ESTATE CLOSING, DOWNSIZING AND RELOCATION FACILITATION
When the time comes to leave the family home, emotions run high.
To make the process is little less stressful, we work with our clients every step of the way.
We arrange for a reputable, licensed Realtor.
We arrange for any update/clean-up work on the family property.
We are present on moving day to solve immediate problems that often arise.
We welcome clients into their new living setting.
And, again, all monies flow directly through the client/family accounts to the professional businesses.
Surrogate Son takes no ‘over-ride’ of any kind.
BASIC TECHNOLOGY 'GUIDANCE'
Smart TVs, smart phones; tablets; cable TV boxes; streaming internet program services; “I have a computer virus?”; desk computer or laptop?; what’s ‘WiFi’?.
At Surrogate Son, we make the tech mumbo-jumbo confusion evaporate.
Simply, we unearth what the client really wants to do and then recommend the simplest path from ‘A’ to ‘B’.
Suddenly, grandma and grandpa join you on a ZOOM call! Wow!
This is a picture of how much fun my clients have when I take them grocery shopping! (Not really… but you see my point..!)