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Listed below are in-home services Happy Home can provide for you:
- Work with you to find and organize your important paperwork
and documents
- Create a file system for your paperwork
- Create a directory listing your important contacts,
and the details of your finances and assets, property ownership, insurance, wills and trusts, and more
- Help you maintain your financial records and important
documents for you and your home
- Sort and review mail for processing
- Assist you with bill-pay activities by preparing checks for signature
- Review bills for discrepancies or potential problems
- Contact companies when bill-pay issues arise
- Find and organize
paperwork for taxes
Who can benefit? - Seniors needing assistance with daily financial
activities
- Families who need a third party to help aging
parents organize and maintain important documents and daily financial activities
- Individuals needing assistance with bill-paying and recordkeeping
You will benefit by... - having confidence in knowing bills are paid and paperwork is where it
should be
- knowing where your money is spent
- reducing stress for you and your family
- reducing the amount of money wasted on interest and bank fees due to late payments
- lowering tax costs and improving tax benefits
- knowing you have confidential assistance with all sorts of papers
- making space for yourself!
Licensed, Bonded and Insured
"Jane is my guardian angel! She helps me with sorting, filing, writing, delivering and about anything
I need help with. The job is never too big for her!" DKJ
"Jane, Thank you so much for helping me to get my tax info organized.
The time
I have to spend with my CPA has been reduced from about
three hours to less than an hour over the past few years.
The time
saved is money in the bank." D.L.
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Get Your Affairs in Order.
If you are like most people, preparation
for the unexpected is always something you are planning to do, but never seem to get around to doing. As time passes, your
age, mental, and physical capabilities make it more difficult. I have a passion for encouraging folks to get their paperwork
and affairs in order.
Let me share with you my story...
While I was in high school my mother was diagnosed with colon cancer. She fought a brave battle
for two years, but she died when I was 17 years old. I had just begun my senior year.
Five years later, while
in my senior year at the University of Central Florida, my father was diagnosed with a cancerous tumor in his
upper intestines. I spent many hours driving back and forth from school to my home in St. Petersburg to help my aunt
take care of my dad. Six weeks after I graduated, Dad passed away from the cancer that had spread to his liver. This was
when I find out that I was the executrix of my father's estate.
The attorney and accountant asked me to
gather my father's documents and paperwork to assist with settling his estate. I was 22 years old and had no clue
what I was looking for! All this financial stuff was new to me, some of it I had never heard of before. I remember
looking at my father's desk in the Florida Room that was piled high with papers. I began to cry and went to
find the largest box I could find. Before long I had put every bit of the disorganized papers into the box and
carted it off to the accountant. "Here you go," I said. "This is the way I found it. I hope you can find
what you need."
I was angry at my father for leaving the mess of papers for me to deal with. I know
now he didn't do it on purpose, he just didn't have the skills to get it organized. From that day forward I
vowed that my paperwork would be in order when something happens to me. This is why I am doing what I do now, working
as a professional organizer and being an advocate for having your affairs in order.
During challenging times it is often hard to concentrate and follow through on important
tasks. Having your affairs organized and readily accessible will provide your loved ones with the one thing they need most;
confidence and assurance.
Give your loved ones a very special gift by getting your affairs in order.
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