Records Management

Affluent people are often inundated with stacks of mail, some of which is meaningless, yet some is critical. JDJ will provide a comprehensive records management program, which includes:

Inventorying important documents and recommending proper storage

Establishing a filing system and inventorying permanent files that should be maintained

Developing a checklist to monitor timely receipt of important information and documents

Sorting and filing on a regular basis

Creating a timeline for updates / renewals (i.e., insurance policies, appraisals)

Tracking frequent flyer / membership rewards programs

Cataloging fine arts and valuables

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