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paperwork

Feeling overwhelmed with paperwork following a life changing event?

 

I offer a fully confidential service in your home*, to help you understand what needs to be done and practical help with correspondence and telephone calls. Each situation is different, and I will tailor my service to your needs.

 

First of all I will visit you to find out what you would like me to deal with.

I know that allowing someone into your home can be daunting in itself so I’m very happy to meet you, your family and friends to ensure you feel comfortable with me. Or you and your family or friends can interview me before I visit you.

I will suggest a straightforward approach to your situation and explain how we can tackle it together

 

*This service is available in Suffolk and Essex, England.

Key Services

For instance, I could help you to communicate with all the organisations you might need to deal with, including:

funeral services
tax office
utility companies
banks & building societies
insurers
solicitors
pension providers
benefits agencies

I also offer...

Gather the information you need so you can make informed choices.

Help you to gather all the paperwork your solicitor will need to apply for probate

Help you to maximise your income by applying for any benefits or discounts you are entitled to

Make telephone calls on your behalf

Set up a filing system, paper or online, that helps you take control of your finances

Accompany you to appointments as your advocate

"I enlisted the help of Sarah Jones at a difficult time when demands of personal administration were becoming overwhelming coupled with challenging full time work and lone parenthood.  Sarah treated me kindly, sensitively, dealt with organisations efficiently and assertively filling me with confidence that the issues would be dealt with – as they were.  I was full of admiration for the way with which she was able to break down what, for me, seemed insurmountable into tangible and achievable tasks – which she then completed.  It relieved me of a huge amount of stress – she was like a fairy godmother!  What is really unique about Sarah is that at no point did I feel incompetent as a result of needing support as she is so empathetic and understanding.   Worth every penny."

— Mrs James, Suffolk

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