About Key Papers

Learn More About…

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What We Do…

  • Identify, locate, and arrange crucial documents. This includes cataloging billing companies and insurance policies with their account numbers, details for online access portals, information about two-factor authentication, trusted contact details, and whether a Power of Attorney (POA) is linked to the accounts.

  • Gather and organize the contact information for healthcare providers, which included their name, phone number, address, online portal username and password, and confirmation of any HIPAA waiver on file. Additionally, document whether there is a Health Directive, Do Not Resuscitate (DNR) order, or if organ donation wishes are recorded.

Key Paper's goal is to alleviate the stress and confusion often associated with managing paperwork, especially during times of transition or crisis.

Who We Are…

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 prior to Wendy’s parents’ relocation to a Continuing Care Retirement Community (CCRC), Wendy’s father encountered several health challenges. As a result, her mother assumed responsibility for managing household bills and learned how to transition to online payments, moving away from traditional checks. To facilitate this adjustment, Wendy undertook the task of reviewing each billing statement and insurance policy, while navigating through sticky notes and small notebooks filled with links, usernames, and passwords. 

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  • While assessing and reviewing files, Wendy realized the critical need for a structured system to manage essential documents. Her experiences in helping her parents, along with discussions with friends, inspired Wendy to create Key Papers LLC— a business designed to aid individuals and families in organizing their financial, medical, and personal documents. In times of emergencies or health crises, it is vital that someone knows what information is KEY and where to find it.

  • She 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.

Previous experience includes business and economic consulting, web design and being Director of Administration at a boutique fiduciary, enhancing customer relations and streamlining operations.

Wendy is located in Washington, D.C., and is a proud member of the American Association of Daily Money Managers. Furthermore, both Wendy and Key Papers are insured, bonded, and have successfully undergone a comprehensive background check.

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TESTIMONIALS
So Organized!
Refreshing to have found a professional who can organize the important documents and electronic details of my life. This has given me the freedom not to worry. ~ Beth B.
Amazing
We were out of the country for 6 months and she managed our household and all of our paperwork. She organized and sorted mail and bills; scanned and emailed documents that needed to be acted upon; managed house repairs, autos, and medical appointments. Best of all, she anticipates what you need before you even know you need it! ~ Bill C. & Bob J.

Discover our range of services — click here to see how we can help you click for morestay organized and on track. From setting up automatic bill payments and organizing important documents and account details, we help you stay prepared and in control.