Document and Financial Organization | Riverbend Financial Care

Document & Financial Organization

Managing important paperwork can be overwhelming, especially when life gets busy or circumstances change. I offer a comprehensive paperwork review service to help you get everything in order, ensuring that your financial, legal, and personal records are well-organized, up to date, and easily accessible.

This is designed to

Eliminate stress and clutter
Ensure easy access to essential records
Prepare you for tax time, financial planning, or unexpected emergencies
Simplify managing finances and estate planning
Help prevent missed payments, lost documents, and potential scams

Personal & Identification Documents:

Birth certificates, Social Security cards, passports
Marriage/divorce certificates
Name change documentation
Military service records

Financial Records & Accounts:

Bank and credit union account details
Investment account statements (brokerage, retirement, annuities)
High-yield savings and cash management accounts
Credit card information and statements
Outstanding loans and debt records

Tax & Income Records:

Recent tax returns
Estimated tax payment records
W-2s, 1099s, and other income-related documents
Tax-deductible expense receipts

Estate Planning & Legal Documents:

Will, trust documents, and powers of attorney
Advance healthcare directive (living will)
Guardianship/caregiving instructions
Deeds, titles, and property ownership records

Insurance Policies:

Life, health, and disability insurance
Homeowners/renters insurance
Auto and umbrella policies
Long-term care insurance

Household & Bill Management:

Utility, phone, and internet accounts
Mortgage, rent, and property tax records
Homeowners association (HOA) documents
Subscription and membership tracking

Medical & Healthcare Records:

Medicare/Medicaid or private insurance documentation
List of medications and prescriptions
Medical history and emergency contacts
Healthcare provider contact information

Digital Assets & Online Accounts:

Password management and security setup
Online banking and investment access
Social media and email account records
Digital storage (Google Drive, Dropbox, etc.)