PERSONAL

~  Birth Certificates

~  Social Security

~  Cards/Records

~  Insurance Policies

~  Passports

~  Military Records

~  Warranties

~  Diplomas

~  Transcripts

~  Standardized Test Scores

~  Travel Records

~  Pet Records

~  Employment Agreements

~  Airline Tickets

~  Concert/Event Tickets

MEDICAL

~  Medical Records

~  Hospital Bills

~  Receipts

~  Health Insurance Policies

~  Explanations of Benefits

~  Immunizations

~  Organ Donor Cards

~  Diagnosis Letters

~  Prescriptions

FINANCIAL

~  Bank Statements

~  Investments

~  Taxes

~  Retirement Plans

~  Capital Improvements

~  Vehicle Titles/Loans/Leases

~  Loan Documents

~  Insurance Policies

~  Mortgage Paperwork

LEGAL

~  Wills

~  Durable Powers of Attorney

~  Advance Health Care Directive/Living Will

~  Safe Deposit Box & Key Location

~  Estate Documents

~  House Deed

~  Contracts

~  Business Paperwork

~  Lease Agreements

~  Partnership Agreements

~  Divorce Papers

~  Marriage Licenses

~  Adoption Records

~  Jury Duty Records

~  Funeral Arrangements (if you have pre-planned)

DESK

~  Digital files

~  Hanging Files

~  Emails/Bookmarks

~  Address Lists/Databases

~  Office Supplies

~  Accounts Payable

~  Accounts Receivable

~  Calendar

If your papers are sitting high atop your desk or stacked on the floor next to your dog’s bed, it’s hard to feel calm. Let's bring your office from chaos to calm.

And How About Those 

ITEMS NEAR AND DEAR TO YOUR HEART?

~  Artwork created by your children

~  Journals

~  Photographs

~  Letters to/from loved ones

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845 . 901 . 2445

Serving clients in Dutchess, Columbia, & Ulster since 2007

Call me. I can help.