FIDUCIARIES & TRUSTEES

When you take on a client and inherit years of disorganized paperwork, boxes and files, you don't have to spend your professional time sorting through it all.

Pamela Mims specializes in organizing physical paperwork for older adults and creates an easy-to-follow system so you can quickly locate the financial, legal, medical, and household records you need..

Bringing order to accumulated paperwork, insurance, legal, financial and medical records help fiduciaries and trustees make careful, informed and diligent decisions.

Pamela Mims supports fiduciaries, trustees, attorneys, and CPAs, and trustees by organizing essential records, preparing clear summaries and reducing paper clutter.

  • Financial document organization: Sort and categorize bank statements, investment records, insurance policies, tax returns, and estate documents and provide clear summaries.

  • User-friendly filing systems for financial, medical, insurance. legal and other essential records.

  • Paper Reduction In-person or virtual sorting and decluttering paperwork, mail pile-up, files, and records.

  • Assistance and guidance with shredding, disposal, or digitizing. when appropriate.

    Downsizing & Transition Support Prepare organized paper systems for estate administration, relocation, retirement, or assisted living transitions.

    Download our Capability Statement here.

Ideal Clients

  • Fiduciaries and Trustees

  • Independent seniors

  • Seniors preparing for downsizing or assisted living

  • Estate planners, attorneys, CPAs, and financial advisors

  • Retiring professionals

  • Adult children assisting aging parents

Piles into Files is built on the same expertise and attention to detail trusted by law firms for more over 30 years.

  • 30+ years of hands-on experience designing document systems for law firms and CPAs

  • A solid reputation for compassionate, patient support with seniors

  • A clear, step-by-step process that keeps personal information private and secure

  • Personalized systems designed around each person’s comfort level

  • Easy collaboration with family members and trusted professionals

Schedule your free 30-minute consultation