COVID-19 FAQs

We sincerely hope you and your families are staying safe and healthy during these challenging times. First and foremost, we want to assure you the MPB team remains committed to making sure our clients can continue to have peace of mind that their household and financial affairs remain in order during these tumultuous times. We wanted to address some questions you may have specific to how we are doing just that, given the ongoing social-distancing and stay-at-home orders:

We continue to support our clients by working with them remotely—especially since many of our clients are seniors, the most vulnerable population at this time. Our Client Advocates pick up clients’ mail for review; access accounts online; pay bills online or via mail; meet via phone calls, FaceTime, or other video conferencing options, such as Zoom; and more.

We can work remotely with accountants so that we can continue to facilitate the filing of tax returns due in July. Also, we are maintaining even closer contact with our clients’ family members and/or professional advisors in order to make sure everyone is kept updated, and to try to reduce an already stressful situation.

Yes, absolutely. In fact we have brought on a few clients since the more stringent restrictions began. As mentioned previously, we can do almost everything remotely. We would set up either a call or video conference meeting for the initial inquiry and the consultation. Signed agreements (and any other documents) can be sent via email or postal mail and returned via either return envelope provided, scanned and emailed, or via electronic signature. The assigned Client Advocate will then set up future meetings based on whatever method works best for the client.

In addition to the services we list, we are always open to customizing those services based on the needs of the client. Also, our Client Advocates can assist by placing orders by phone or online for any groceries or household and pharmaceutical items needed.

Our team is keeping abreast of any new developments regarding COVID-19. Also, we are keenly aware of potential scams and fraudulent operations that take advantage of seniors, and we are making certain our clients are aware and protected.

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