We Proactively Manage Your Loved One’s Finances
Paper has been part of seniors’ lives forever. But now technology now runs the world. Everything is online: communication, information, photos, data and more. But those over 65 still read newspapers, magazines, books, medical records, social security statements and financial statements that are mailed. They have photos in albums and in boxes; they clip newspaper articles, recipes, coupons and other items of interest. They often have 10 or more years of tax returns and financial statements.
How do they manage all of this paper? Some seniors are organized; they have a file management system usually encompassing several home filing cabinets. Most are not. They have boxes of papers and piles on counters, tables, floors and in every nook and cranny. We’ve even seen a senior who had his entire oven filled with paper! This easily turns into hoarding. Senior hoarding is common, and is a fire, fall and identity theft problem.
Organization is needed. Loved-ones know it is critical to be able to find legal and personal documents, and cherished items such as photos quickly and easily. Creating and maintain an effective paperwork filing system will pay great dividends in sustaining a calm, stress-free environment.
Whether it’s a home office or personal filing organization system, The Seniors’ Answer® can help. We will digitize documents as well as construct and maintain the most effective paper filing system for you, your family and your situation.
Our Paperwork Management Services include:
- Managing documents
- Organizing and managing all important family documents (wills, trusts, deeds, insurance, tax, financial planning)
- Creating and maintaining the best document filing system for your situation
- Digitizing documents for backup, easy access and retrieval
- Reviewing, processing, responding and filing mail and other documents
- Notarizing documents
- and more
