PAST WORK

• Completed necessary paperwork for a spouse to obtain life insurance within 5 weeks of spouse’s death (Value $14,240) 

• Applied for and received Employee Charitable Assistance from a client’s employer within 6 weeks of spouse’s death (Value $3,000) 

• Worked with clients and Tax Preparers to obtain all necessary W2 documentation to receive NJ and Federal Tax Refunds 6 weeks before April 15 due date (Value $2,800) 

• Worked with clients to obtain Social Security appointments, pre-deliver required paperwork to Social Security office, and receive Survivor Benefits and one-time Funeral Assistance from Social 

Security (Value $910 per month and $255 one time) 

• Arranged for appointment with trusted Financial Advisors to re-invest Annuity for a higher percentage rate (Value: Initial investment value $130K; already valued at $142K after three months). 

• Worked with clients and their personal bankers to invest in a CD to obtain ongoing interest on spare cash in Checking Account.  

• Worked with family members and state Medicaid/Medicare agencies to seamlessly transfer benefits from one state to another for ill individuals (specifically, Virginia to Connecticut & California to New Jersey). 

• Accompanied and advocated for client with Funeral Services personnel to plan and make decisions regarding burial, cremation, urn selection and other funeral related services. 

• Set up and established a payment plan for Prepaid Funeral Plan Account (these are available to Medicaid recipients, FYI). 

• Completed a free, on-line Testamentary Will with client (New Jersey approved) and arranged for Notary signature. 

• Reviewed and discussed Five Wishes with clients.