![]() The use of any information set out is entirely at the User's own risk. ICICI Bank does not guarantee accuracy, completeness or correct sequence of any the details provided therein and therefore no reliance should be placed by the user for any purpose whatsoever on the information contained / data generated herein or on its completeness / accuracy. Such information and the resultant data is provided only for user's convenience and information purposes. ICICI Bank, while providing and developing these tools, has relied upon and assumed, without independent verification, the accuracy and completeness of all information made available to it from public / private sources and vendors or which has otherwise been reviewed by ICICI Bank. These questions and the calculations thereon resulting in specific data are developed and based on certain tools and calculators that are made available to ICICI Bank and are based on pre-determined presumptions/assumptions. Throughout the entire process, the TrustEd team will be your trusted advocate.The data generated herein is completely and solely based on the information/details provided by you in response to the questions specified by ICICI Bank Limited ("ICICI Bank"). And, after you have fully recovered, we can work on downsizing your property, prepare legacy documents and identify three vetted realtors for us to interview regarding the sale of your property. If your physician anticipates the need for personal care assistance after your surgery we can identify the best firm to provide those services. ![]() We will identify and recommend an appropriate legal representative to focus on your medical directive, trust documents, and serve as the interface between you and the university regarding the endowment. TrustEd Champions is a perfect partner to help you through these issues. Are you available to help me work through these issues?Ībsolutely. I can call on my neighbors and my church however, I need someone to serve as my sounding board and confidant as I make these decisions. I have no children and my sister lives in Connecticut and is not able to travel. In addition, I will need to have surgery on my knee in two months. Before I move I need to prepare a new written medical directive, trust documents and establish a small educational endowment at my alma mater. Next year I’m planning to move to a retirement community. A subscription service of 4-6 hours a month will probably keep David on track and give you some peace of mind that his bills are paid timely. And, if you and David agree, we can provide you a monthly report on his spending plan, available assets, and over balance sheet. Please remember TrustEd Champions does not have the authority to sign David’s checks however, we can complete the checks for his signature and record the transactions in his checkbook ledger. We will do a full analysis of the paper that is currently in his house to determine what needs to be retained and shred the remaining documents, with David’s concurrence. We will be glad to help David review his incoming mail and help him pay his bills. Can TrustEd Champions help Uncle David with the paper chaos and make sure his bills are paid on time?Ĭertainly. He just cannot see to keep on top of all of the bills. I noticed during my last visit that Uncle David does not go through his mail regularly and there are papers all over his apartment. He is almost 90 and for the most part in good shape-both mentally and physically, although he suffers from macular degeneration. I live in San Francisco and my uncle, David, lives in SW DC.
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