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Paperwork can be overwhelming even for the best of us. It can get out of control with a blink of an eye. If you work with paperwork all day, the last thing you feel like doing is taking care of more when you get home. If you're time deprived due to business and family obligations, you know the feeling of defeat before you begin. Sorting through mail, differentiating between important and non-essentials, opening it, and taking care of action items is a major undertaking. We can make it so much easier. By tackling those stacks of paperwork you've been accumulating in boxes, bags and drawers, we put order in your home and in your life. We'll come prepared with all the tools necessary to set up a file system that works for you. And we do it quickly and efficiently with the highest degree of confidentiality. 
Are you constantly requesting an extension on your tax filing because you know you won't have your information done on time? Have you missed filing your taxes for two years or more? It's time to make a change. Let's do it together. After sorting your receipts and paperwork and filing them in a proper place, it becomes easy to be ready for April 15th. We even prepare spreadsheets for rental property income and expenses. We offer monthly, quarterly and end of the year service so you're in charge instead of dreading that date each year. The feeling of relief will be amazing. 
Preserve your assets and make arrangements for your family's welfare before it becomes a critical situation. No matter what age, each of us should be prepared for the unexpected. We can help you identify and organize all important documents necessary to protect you and your loved ones. We prepare a unique, specialized binder containing all of your important information. Everything your executor should know. Everything your family should be aware of. We put all of your affairs in order, listing real property, investments, life insurance, names and contact information for your CPA, attorney, financial planner and physicians, to name a few. Avoid leaving your estate in the throes of probate. We help you complete an Advance Health Care Directive so your loved ones know your wishes and desires. We'll help introduce you to personal service providers who specialize in preparing wills and trusts, including family trusts. We can even assist you with making pre-need funeral arrangements with licensed and trained counselors. Each service offered is handled with the utmost trust and in the privacy of your own home. Live with the peace of mind that you have planned for your family's needs of tomorrow. Our diversified service offerings include taking over when you need us most. We work closely with you, keeping you involved in decision-making and progress reports. This includes making arrangements with our extensive list of capable service providers. 
 We specialize in: Make certain nothing is left to chance and that all related activities are completed to preserve your assets for your family, loved ones, and charitable organizations. Your personal and home business needs are important to us and we customize each service to meet your special circumstances. Although we have tried to identify those services most often requested, it is impossible to anticipate all situations. If you have a particular need that has not been included, please let us know. We'll put our heads together to determine the best solution. Additional services offered: |
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Copyright © 2005-2008, Jill Moritz. All Rights Reserved. |