Services, Solutions, and Recommendations.
Let us help you get organized with our range of services.
“Paper Trail” Audit
What documents and notes already exist that need to be collected, updated & recorded?
Records Management
Keeping track of important documents can be a challenge, but it doesn't have to be.
Tech and Digital Management
Mobile devices are more than just phones, they offer many features that enhance our lives.
Admin Support and Advocacy
Help with unforeseen requests and challenges. Customer service is our specialty.
Paper Trail Audit
What documents and documentation already exist that need to be collected, updated and recorded?
- Medical information, including policies and names and contact information of doctors and healthcare practitioners
- Emergency contact information for family members
- Proof of military or first responder service
Records Management
Organizing financial, insurance, health and legal records and online accounts, including identifying account numbers, location, executors and beneficiaries.
- Checking, savings, money markets
- Social Security & retirement funds
- Wills & trusts
- Power of attorney
- Other items, including:
- Safety deposit box inventory
- Real estate/property documentation
Technology and Digital Management
Mobile devices are much more than phones, offering the simplicity and convenience of health care monitoring, banking, entertainment and home security systems.
- Online bank accounts and passwords
- Email address and login
- Automatic bill pay and access
- Facebook, Instagram & other social media platforms
Administrative Support and Advocacy
Helping ease the burden of a myriad of details and unexpected requests and challenges. Customer service is Key Papers’ specialty.
- Review invoices & ensure bills are paid
- Negotiate fees and charges
- Setting up online bill pay services
- Set up remote computer access for a KEY loved one
- Assist with electronic & paper management