[Rita Kuehnis]

I initially used VZW version. Then went to nomorobo. Now VZW is offering at a lower rate than nomorobo. So I went back.

[Rita Kuehnis]

Thanks Thomas – your suggestions are all valid and have been tried. I think I will make the phone app solution work until Scan snap agrees to recognize this issue and find a solution. My time without a computer while it is rebuilt…is not feasible right now!

[Rita Kuehnis]

Vera – reboots work consistently for me but aren’t really feasible everytime I want to use it.

However since most of my use is for email, I can use my phone app to scan and then email the doc as needed. Takes laptop out of it and works well. Just a work around but worth a try for you!

Anyone else?

[Rita Kuehnis]

I use LastPass and add the few clients that need it as family members. I have a folder for each client and share the folder w my assistant if she needs to be involved. I have also got folders I share w my child, husband and clients. I have the app on my phone and it is available via web browser from anywhere.

[Rita Kuehnis]

Thanks all for your suggestions. I tried several tools and found nothing to brag about. So I made it a searchable PDF and I hope that meets the atty’s needs.

FYI – Victoria, your answer gave me a chuckle. You are exactly right and I would have loved to have had online access. But since it is a fraud investigation, banks and teleco close ranks and will only provide data on paper!

[Rita Kuehnis]

I would love to learn more about what others are using. I signed up with ADP and have no real complaints except the cost!

[Rita Kuehnis]

Thanks Katherine – I agree that some oversight is needed. And the ASFP was attempted to make required several years ago but the rollout was poorly done and expensive!

FYI – for anyone interested, I have already completed 5 of the six courses. They were the smaller ones but full of good information as DMMs or as tax preparers.

[Rita Kuehnis]

Thanks Julianne. The one I am looking at is from CEU\ Self Study and includes some interesting topics that apply to us as DMMs as well. Cost is $79 for 18 hrs w exams…https://www.ceselfstudy.com/all-courses/

[Rita Kuehnis]

It was the web access I was referring to, sorry! I have not turned it on yet as it will require separate licenses for any client needing this access and I am finding several banks that do not play nice with the web access…so you are correct, it is not ready!

[Rita Kuehnis]

The way the courts treat conservator banking relationships varies by state. If they require a restricted account, most banks use cashiers checks and require the conservator to present court documents showing court approval for withdrawing funds. In some cases, there is a smaller unrestricted account for which the bank moves money based on a pre-approved budget. That money must be used for the specific items in the budget like utilities and mortgages.

You could assist the client to set things up but I doubt the court would allow you to be delegated the authority for the above role. If client oversteps the delegated authority, they may be removed. I would hold a conference with the atty who represents the incapacitated adults as that person is to protect those people and also should have a clear understanding of what is being delegated and why.

[Rita Kuehnis]

BB&T has been hassle free for me.

[Rita Kuehnis]

another option is to have someone from your “council on aging” assist.

[Rita Kuehnis]

Hum – number of hours per month is not how I bill but I will try to back into a number. My staff person is working about 30 per month and growing. I am working about 50-60 which would typically be billable. Marketing and Admin in addition. I love that I do not need to work full time! It allows me to do pro bono work, etc

[Rita Kuehnis]

Do any of you involve more than one person and therefore the need to cover a common number?

[Rita Kuehnis]

I was told early on that 20-25 clients would be the threshhold due to the need to customize what we do for each. This guide has held true and I have mostly seniors but also some younger with spending issues. Further, I have branched into more fiduciary work with Trusts, POA and Conservator appointments – these require more paperwork and logistics but can be more lucretive. I would not attempt any true fiduciary efforts without multiple years of experience.

At the 8 yr mark, I hit 25 clients and brought on a second person to handle the day to day so I can concentrate on marketing, education, client setup, projects and the more unique situations. I grew the business slowly and with intention.

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