Identify, locate, and organize essential documents pertaining to monthly, quarterly, and annual billing. This would include cataloging the billing company, account number, online access portal, utilization of two-factor authentication, and trusted contact information, as well as noting whether a Power of Attorney (“POA”) is associated with the accounts.

Identify the insurance policies pertaining to home, auto, medical, and life coverage. Compile a comprehensive catalog that includes the specifics of coverage, designated beneficiaries for each policy, as well as information regarding the billing company, account numbers, online access portals, the use of two-factor authentication, and any trusted contacts associated with the accounts, including details on Power of Attorney (“POA”) where applicable.