Property List

Life is full of surprises.  Don’t wait for a life altering event! Astute Back-Office (ABO) can help organize and consolidate your home and personal records for quick accessibility while reducing clutter. ABO’s Generational Services assist getting your affairs in order before one of those surprises sends you or your loved ones into chaos. We will identify, establish, and prioritize your goals and wishes. This is a gift to your loved ones and allows you to feel less stressed and more productive establishing and managing your documentation needs.

With Generational Services, ABO will:

Provide a Personal Information Organizer – family, financial, insurance, medical, real estate, portfolio assets, and will information

Consolidate monthly, quarterly, and annual statements

Assist in reconciliation of accounts

Document and inventory valuables – jewelry, artworks, firearms, and other collectables

Secure and consolidate on-line logins -- UserIDs and Passwords

ABO embodies the highest level of professionalism and respect for confidentiality. Don’t procrastinate! Contact Susan Wong (972)-637-9400; SusanW@AB-OC.com