Organizing and managing the personal affairs and paperwork for Seniors and their caregivers.

Julie’s Desk organizes and manages the personal affairs of Seniors.
We alleviate the administrative headache caused by financial, healthcare, household and legal paperwork that must be addressed in order to keep our clients independent, safe and comfortable in their own home.
In short, Julie’s Desk restores peace-of-mind and precious time to our clients and their families.

Our Services

Organizing
We inventory, organize and catalog pertinent records

  • Work through the desk drawers, shoeboxes, files and piles to identify pertinent records and clean out redundant or obsolete papers
  • Obtain missing originals where possible
  • Scan/copy important documents
  • Record all data into a Personal Records document
Structuring
We create systems that allow access, communication and oversight of a Senior’s personal affairs

  • Establish Paper filing system
  • Establish Online Accounts/Profiles
  • Setup Management Tools
  • Create reference lists (Emergency contact list, etc)
Managing
We provide guidance, education and direct assistance with personal affairs

  • Carry out all administrative activities in support of client’s personal affairs
  • Review, interpret and process mail
  • Act as Liaison with 3rd parties to resolve issues
  • Provide regular updates to the client

What We Accomplish

Household Records and Services
  • Sort through and process mail
  • Create record location list: A master list to help you find what you need, when you need it
  • Label important household records for ease of reference
  • Establish Emergency Contact and Response plans; who to call and what to do in an emergency
  • Create up-to-date personal contact list for you to post and distribute at your discretion
  • List your address and phone with the National Do Not Call and Do Not Mail registries
Household Bookkeeping
  • Set up auto deposit of income and auto payment of bills
  • Utilize your bank’s online bill pay where available to minimize writing paper checks
  • Review bills for duplicate statements, accuracy and exploitative information
  • Reconcile Bank Statements
  • Track down and close obsolete accounts
  • Setup automated Personal Finance Solution for banking
Health Records
  • Update health history and emergency medical information
  • Setup and populate online Healthcare Record System with appropriate access as directed by you and your family
  • Establish and manage online accounts with physicians, hospitals, labs and pharmacy providers
Health Insurance
  • Review health insurance and Medicare claims
  • Report or appeal claims processed in error
  • Resolve questions regarding healthcare bills and insurance statements
  • Act as intermediary between insurance companies and healthcare providers on your behalf
  • Setup Healthcare Finance Tracking Solution to stay on top of healthcare expenses
Legal/Estate
  • Organize and catalog important records such as birth, marriage and death certificates, military discharge papers, social security cards, insurance policies, powers of attorney, wills and trusts, funeral arrangements
  • With the exclusion of work that requires an attorney, make inquiries, resolve issues and communicate with third parties on behalf of the Senior
Executor Support
  • Set up Executor checklist and file folder of pertinent documents
  • Assist with probate tasks as required by probate court
  • Notify organizations, agencies, creditors
  • Close accounts, pay off debts and cancel subscriptions

What You Can Expect

  • We are licensed, bonded and insured
  • To be treated in a respectful, capable and friendly manner
  • Your data is kept safe and completely confidential
  • Simplified health, financial and estate management
  • Your bills are paid on time, every time
  • Find exactly what you need when you need it
  • More time to do what’s important to you

Allowing someone outside the family to handle personal matters can be a big leap of faith, particularly with an aging population that is vulnerable to dishonest people and fraudulent situations. All Julie’s Desk services and processes have transparency built in. The client has access and oversight to all transactions, records and communications made on their behalf. We use familiar, industry standard, secure software and online tools and all client data remains completely confidential.

Julie’s Desk service is local and highly personal. We work exclusively with a small number of clients to organize and manage the entire range of their personal administrative matters. We want our clients to feel 100% comfortable with the way their affairs are handled. If they have a concern, they can call us directly and request face-to-face time when they need it.

Please note:

Julie’s Desk does not do financial planning or give legal advice. We do not take the place of accountants, attorneys, investment advisors or social workers, but rather complement services provided by these professionals.