Paperwork

You either love it or hate it. And let’s be honest, most people hate it—or, at least avoid it. Lucky for you, I love it.

There are many ways I can help you with your mountains of paper.

• Decide what is important to keep
• Know where to keep it
• Organize and store what you keep
• Establish how long to keep certain kinds of paper

Other traditionally paper-based things:

• Determine what is necessary as you age
• Create records for what is important if someone dies and you have the task to close the estate
• Develop a plan for someone else in case of an emergency
• Help with password storage
• Deal with mail and establish processes for keeping up with bills
• Organize tax information