Services will be individually customized to meet the specific needs of the client. A strategy will be developed after an initial, in-depth consultation with the client and family, if desired. A sample list of services follows: Conduct an initial needs-assessment interview. Assist in evaluating community resources and services. Organize important documents, such as wills, health care directives,   living wills, insurance policies. Monitor receipt of and account for expected income. Pay bills after reviewing for accuracy. Review monthly investment statements for adherence to investment   goals. Prepare and file medical / insurance claims. Prepare tax returns for income, gifts and estates. Submit monthly reports summarizing all financial transactions.