Support and Key Services
Identify, Locate, and Organize Essential Documents
What We Do
Key Papers helps individuals and families prepare, organize, and maintain essential personal, financial, legal, medical, and digital information so it is readily available during emergencies, life transitions, or whenever assistance is needed.
Organize Essential Documents
Such as insurance policies, billing accounts, account numbers, online portal access, two-factor authentication details, trusted contacts, and Power of Attorney information.
Manage Health & Medical Information
Including physician contacts, prescription records, medical history, HIPAA waivers, advance directives, Do Not Resuscitate (DNR) orders, and organ donation preferences.
Track Digital Accounts
Securely documenting usernames, passwords, and authentication methods for financial, email, and social media accounts.
Daily Money Management
Bills are reviewed, tracked, and paid on time, helping eliminate the stress of late fees and missed obligations. Subscriptions and memberships are regularly monitored and evaluated to identify unnecessary or unwanted expenses. Issues with utilities, subscriptions, memberships, automatic payments, and vendor disputes are also managed and resolved on your behalf.
What is a Daily Money Manager?
A Daily Money Manager (“DMM”) provides trusted, personalized support in managing everyday financial matters, bringing organization, care, and confidentiality so individuals and families can enjoy greater peace of mind knowing the details are taken care of.
Who We Serve
Support for Every Age and Stage of Life
Who want to stay independent but could use a little help keeping bills, accounts, and financial paperwork organized and on track.
Who are helping manage a parent’s finances, medical bills, and other responsibilities and could use a trusted extra set of eyes and hands.
Going through a big life change—like a new health diagnosis, the loss of a spouse, a move to a care community, or divorce—and need help keeping the financial details from becoming overwhelming.
Who handle things on their own without family nearby and would feel better having a trusted local person to turn to for support.
Who simply don’t have the time, interest, or know-how to stay on top of bills, paperwork, and everyday financial tasks.
Additional Support Services
- Daily money management and bill payment oversight
- Home mail sorting and handling
- Administrative support and advocacy
- Communication with service providers
- Completing applications and organizing paperwork
- Remote computer and online account support
- Email and password organization
- Setting up online bill pay and automatic payment
- Maintaining financial and household records
- Coordinating with family members or caregivers
- Scanning, digitizing, and organizing important documents
- Customized organizational services based on individual needs.
What We Don't Do
We do not provide legal advice or prepare legal documents or contracts.
We don’t provide investment advice or investment recommendations. We do work alongside your financial advisor by keeping your financial information and records organized and up to date, helping them better understand your overall financial picture.
We do not prepare tax returns. We do, however, support your accountant by keeping your financial records accurate, organized, and properly categorized—helping make the tax preparation process smoother and more efficient.