Financial services are private services not overseen by the court.  These services can include, but are not limited to the following:

• Organizing financial information (i.e. bank statements, insurance records, investment accounts, tax documents, bills, etc.)
• Assisting with bill paying
• Assisting with investigation and marshalling of assets
• Reconciliation of insurance explanation of benefits 
• Coordination of third-party consultants and vendors (i.e. CPA's, real estate agents, appraisers, financial planners, investment advisors, attorneys) to assist with specific financial needs