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