Expat Services and Advice

Sterling Expat Program is designed to support United States citizens who choose to move overseas to live either fulltime or part-time.

Expat Services Provide:

  • United States address for Taxes and Social Security
  • Mail scanned and emailed to Expat or if necessary, forwarded to current out-of-country address.
  • Acquire Apostille Notary for Legal documents for Expats moving to countries that are members of the 1961 Hague Convention.
  • Assistance with USA Real Property security and maintenance checks.
  • USA Real Property sale
  • Assistance with USA Personal Property Estate Sale and/or donation
  • Travel companion for emergency return to USA or other country.
  • Bill Payment – Bills organized and paid on-time. Whether you prefer to pay on-line or pay by check, we’re here to help.
  • Checks and Credit Card Accounts – Review of balances and account status are helpful practices to ensure everything is in order.
  • Personal Banking – We ensure you correct services and handling disputes. We resolve issues and get answers to questions. We obtain resolution around late fees or unauthorized charges on your behalf. We monitor due dates and beneficiary designations..
  • Budgeting – Evaluating available income and expenses is critical. With this information, you can develop an effective personal budget.
  • Fraud Review – Fraud is a reality and scams today are sophisticated. This alone can leave you feeling increasingly vulnerable. Fortunately, it doesn’t have to be that way. We can help protect against fraud and deceit.
  • Negotiation with Creditors – Sometimes it’s necessary to negotiate a payment extension or a payment plan. Also, credit problems may have occurred and need to be resolved.
  • Medical claims – Understanding health and dental insurance benefits can be complicated. We can help identify and understand the various benefits and entitlements available to you.
  • Tax Documents – Tax preparation and proper filing can be intimidating. This is especially true at tax time. We can assist with organizing receipts, understanding deductibles and work with your accountant to ensure that your taxes are prepared and submitted on-time.
  • Resource Referrals – Finding reputable, trust worthy service providers, and vendors can be a significant source of stress. We can help find the right, vetted professionals for a variety of resources. This includes services for for people with mental or physical challenges.

Call us today for help with money management concerns.