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Carol
Check with your state to see if they have professional fiduciaries association.
They handle financial matters for anyone not able to do it - from simple banking to special needs trusts to living trusts.
If one member is not able to handle your case at any time , another could be hired to take over. That way you are less reliant on just one person. At least they are licensed and bonded by state.
If bills are not complicated, all could be handled on-line by you from where ever you are. Just a litle time to set up. Be sure all legals - POA, Health care POA, trust, wills, etc. are in order, too.
There are people that do exactly what you need. They are called Professional or Public Guardians. You can go to your county office or websit to find a qualified licensed Guardian.
Good luck,
Advocate Home Care Team
They have the personnel and the software to do this.....very trustworthy.
I have all deposits sent to my checking account. SS, etc. All my bills are paperless (online). Just so I can check I write the due dates in my planner just in case. Then I either buy or send all my purchases and bills to my credit card. Since I always pay the full amount there is never a service charge. Some of the bills I have automatically deducted from the checking account. That is the purpose of using my planner. I usually only have to pay online one or maybe two at at the most myself from the checking. I can always get all the information from whomever I am dealing with online and print the bills myself. Less clutter in the mailbox and nothing is ever lost. At one time I hated this online stuff and now I don't know what I would do without it. I don't spend at most a half-hour a month doing financials. And, my checkbook balances to the penny everyday and I don't go to the post office anymore or spend postage. Good Luck!
State of Calironia web site as not only do they have to be licensed and bonded they must complete at least 40 college units (these are very specific classes)
before appling for a license and then they must complete continuing education
classes to keep their license. My husband is the public guardian in our county
and he must do this on a regular basis. Good Luck in your search.
PatatHome01