Being able to provide answers and information can be a time and literal life saver. Documentation is KEY in an emergency. Key Papers was born from those experiences.

A few years after helping her parents downsize and move into a Continuing Care Retirement Community (CCRC), Wendy launched Key Papers LLC. Prior to their move, her father faced several health challenges, which required her mother to take charge of household billing and adapt to online payments instead of writing checks. To navigate this process effectively, Wendy and her mother had to thoroughly research the details and go thru numerous sticky notes on the specifics of each bill and insurance policy.

Wendy created a payment calendar that provided both her and her mother with a clear overview of their monthly, quarterly, biannual, and annual bills. Each entry included vital information such as the due date, customer service contact number, account number, and online payment credentials. This system proved essential when Wendy’s mother faced her own health issues, enabling Wendy to ensure that her mother remained current with her financial obligations during her recovery.

As Wendy discussed the “paper trail and documentation” challenges associated with her parents’ Key Papers with friends, they expressed interest in implementing a similar system for their own parents. This sparked Wendy’s awareness of the broader need for organized documentation in many families.

Wendy is a resourceful and adept problem solver. Her professional background encompasses roles in international business, economic consulting, and most recently, serving as Director of Administration for a boutique independent fiduciary. In this role, she concentrates on customer relations, business operations, and internal communications. Additionally, she is the sole proprietor of Key Papers LLC.