Paper Audit & Records Management
Small efforts today make life easier for tomorrow.

You don’t want to be on a scavenger hunt when time is of the essence….
Do you have a drawer filled with sticky notes or slips of paper containing names and numbers? Perhaps you own multiple address books? Are “Proof of” documents available in paper and electronic format (in case you have to email it)? If you’ve taken over the bills and find yourself unsure of what needs to be paid, as well as where and when, it’s crucial to organize that information – it shouldn’t feel like a scavenger hunt.
Which documents and records require gathering, updating, and filing? Taking the time to organize your financial, insurance, health, and legal documents, as well as managing your online accounts and beneficiaries, can prove to be a significant time-saver and is essential in an emergency.
- Wills & Trusts
- Power of Attorney & Executor
- Health Directive & DNR
- Marriage, divorce, adoption certificates
- Proof of military or first responder service

- Checking & savings accounts
- Credit cards & debit cards
- Money markets & retirement funds
- 401ks, 529 accounts
- Social Security
Discover our range of services — click here to see how we can help you stay 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.