Definition
Organizations that provide personal business assistance for people who are having difficulty handling their monetary affairs. Tasks may include sorting mail, paying bills, preparing checks for clients to sign, managing bank accounts, organizing tax documents and other records, interpreting medical insurance papers and verifying proper processing of claims, negotiating with creditors, and making referrals to legal, tax and investment professionals, as required.
URL Name
DM-6000-1500
Third Level Code
DM-6000
Taxonomy Code
DM-6000.1500
Parent Code
DM-6000
Family Code
D
Second Level Code
DM
Fourth Level Code
DM-6000-1500
Use References
Bill Paying Services, Check Writing Services, Personal Bill Paying Services, Personal Financial Recordkeeping Services
Publication Status
Draft