TrustCare

Willis & Jurasek works with a non-affiliated third party provider for TrustCare services - Willis TrustCare.

Willis & Jurasek prides itself on being a one-stop shop for all clients, this includes working closely with specific third parties that allow seemless integration of services without the hassle of contacting various professionals to handle your needs.

Although Willis TrustCare is not affiliated with Willis & Jurasek, Willis TrustCare is used to help assure a more secure life for you and those for whom you care.  Willis TrustCare provides assistance, consultation, advocacy and educational services for individuals, families, organizations and businesses.  Their services include:

 

Direct Services

  • Routine accounting and supervision of tasks
  • Accounting for client's income and deposits
  • Payment of bills
  • Conducting routine financial transactions
  • Supervision of investments
  • Accounting for estates
  • Supervision of household expenditures
  • Distribution of IRAS and 401(k)s
  • Tax planning and income tax services
  • Preparation of payroll and tax filing for household employees and independent contractors

Consulting Services

  • Establish standards of care with the individual or family
  • Develop an inventory of community resources and services
  • Assist the individual or family establish goals of assistance, a customized delivery, plan, expected standards of performance, and the communication of expectations to care providers

Investment Services

  • Assess and evaluated the desires and goals of the client and their family to facilitate decision making
  • Record receipts, deposits and account for income providing assurance that expected revenues are received
  • Review and pay bills, and assess transactions for reasonableness
  • Manage investments and account for client's assets
  • Provide information for handling unusual or unexpected situations
  • Report to family as to the monthly activities, including complete accounting for all financial transactions
  • Provide appropriate long-term care, Medicare/Medigap, and life insurance recommendations for the preservation of assets

Assurance Services

  • Review routine financial transactions; investigate and provide financial information to responsible parties

 

 

To find out more about a plan customized to fit your assets, contact the Willis TrustCare Director, Shirley Keena, at (517) 990-9755 or (517) 788-8660 ext 336 or email her at shirleyk@willispc.com

Disclaimer: Willis TrustCare is not affiliated with Willis & Jurasek, P.C.