Vacation and extended-travel support

When you go on vacation, financial and personal responsibilities don’t.

We’ll serve as a local point of contact for any legal, financial or home emergencies that may arise while you’re gone. We offer a “spare key” program for repairpersons, home caretakers and forgetful children. We even perform regular pet checks.

Vacation and extended-travel support services include:

• Mail collection, organization and forwarding
• Bank-statement reconciliation and bill pay
• Off-site storage of personal files
• Assembly and delivery of tax materials to tax preparer
• Management of business affairs
• Accountant and financial advisor liaison
• Home inspection and maintenance
• “Spare key” program
• Local emergency contact
• Elderly parent well-being checks
• Driver assistance to and from second homes