Bill & Paperwork Support

Stay organized, avoid late fees, and bring order back to your paperwork.

Managing mail, bills, and paperwork can feel overwhelming — especially when envelopes pile up, forms get confusing, or deadlines sneak by. For many seniors and their families, it’s not about ability, but about peace of mind: knowing that important tasks are handled carefully and on time.

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  • What We Can Help With

    Mail Sorting & Organization – separating junk mail from important letters.
     

    Bill Reminders & Tracking – setting up easy systems to stay on top of due dates.
     

    Form Assistance – reviewing, filling out, and mailing forms together.
     

    Document Filing – creating simple, labeled folders for easy access.
     

    Online Bill Pay Support – helping set up safe online accounts for those who prefer digital.

  • Pricing Snapshot

    Service rate: $30/hr (1-hr minimum; then 15-min steps)


    Mileage: First 30 miles round-trip included; then $0.75/mi


    Surcharges (when applicable): Same-day +$10/hr; Evenings/Weekend/Holiday +20% on labor

    Full details on our Policies page. 

  • Benefits

    ✅ Avoid Late Fees & Missed Deadlines – never lose track of due dates again.
     

    ✅ Reduce Stress – no more overwhelming stacks of papers.
     

    ✅ Confidence – know that bills, forms, and notices are being handled with care.
     

    ✅ Family Peace of Mind – adult children get reassurance that finances and paperwork are in order.
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What We Do (and Don’t)

We DO:

  • Help sort, organize, and file mail and documents
     
  • Provide gentle reminders for upcoming bills or deadlines
     
  • Assist with filling out non-legal forms (insurance, healthcare, utilities, subscriptions, etc.)
     
  • Set up safe online accounts for bill pay (with your permission)
     
  • Support clients in understanding their paperwork without pressure
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We DON’T:

  • Provide financial, tax, or legal advice
     
  • Make financial decisions on your behalf
     
  • Handle cash, credit cards, or sensitive account logins without you present
     
  • Replace accountants, attorneys, or financial advisors
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How It Works

  • 1. Review Together

    We go through your stack of mail or files and decide what needs attention.

  • 2. Sort & Simplify

    Junk is recycled, bills and forms are organized, and reminders are created.

  • 3. Take Action

    We assist in paying bills, mailing forms, or preparing documents for family members or accountants.

  • 4. Peace of Mind 

    At the end of the visit, everything is tidy, and you know exactly what’s been handled.

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Stay Organized, Stress-Free

From overdue bills to piles of forms, we help clear the clutter

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