Services for Seniors
Leave It To Jeralyn works with seniors who value their independence but need a helping hand to ensure finances are handled, bills are paid on time, and nothing is forgotten. We meet each client with personal attention and compassion, and strive to keep the senior feeling in control of their money and assets.
Services
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Bill Pay
Management of bill payments, via automatic bill pay or check payment
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Bill Analysis
Analysis of bill accuracy, payment due dates, and late fee-avoidance
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Tax Worksheet Preparation
Preparation of tax worksheet for accountant
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Caregiver Payroll
Submittal of caregiver(s) timesheet(s) to payroll company
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Long Term Care Claim Management
Long Term Care claims management, ensuring accuracy for proper processing and reimbursement
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Document Organization and Management
Organization of tax, financial, and insurance documentation
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Scam and fraud avoidance
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General organizational assistance
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Client Testimonials
“Jeralyn is amazing! She was exactly what we needed at such a challenging and difficult time for us. My sister and I both have young children and were not in a place to be able to address our 80-year-old mother's increasing needs for help managing her finances and household. Jeralyn has come in and done everything for us, with clarity and a cheerful, compassionate, and invested attitude to boot. She is the perfect balance of knowing exactly what boundaries she should help and address, while simultaneously taking a humongous amount of initiative to deal with many things that we hadn't been aware were happening but were huge problems. I can not say enough good things about Jeralyn and unequivocally recommend her to any families looking for this kind of service in assisting their loved ones.”
“Jeralyn is the trustee of my 73-year-old widowed aunt’s estate. Jeralyn started by helping my aunt with her bills, ensuring everything was paid on time, and no one was taking advantage of her. Jeralyn was able to renegotiate a cell phone contract that was charging my aunt for text and internet – services she didn’t know how to use - and saved her over $600 per year. Jeralyn also worked with the Long Term Care Insurance and when the company denied the claim, she worked diligently until the claim of over $10,000.00 was paid. Jeralyn has been very professional and has taken the burden off of our family and has made this difficult process run smoothly . We appreciate all that Jeralyn has done and would highly recommend her.”