Services & Packages

One to three key files organised and summarised into a clear, usable output. Ideal for straightforward questions where a single core document needs to be understood and presented clearly.

• One to three key files organised and summarised
• One property researched and documented (if applicable)
• Land Registry sold price comparables
• EPC rating and property characteristics where available
• All uploaded documents categorised and summarised
• Professionally formatted document output

For more complex situations such as Form E preparation, multi-property matters, or jobs where a bundle of documents needs to be brought together into a coherent pack.

• Up to 10 key files organised into a clear pack
• Form E document preparation support
• Multiple properties researched and documented
• Financial documents organised and summarised
• Land Registry and EPC data for all properties in scope
• Tabbed document summary with index for fast reference

For full-picture work: pensions, savings, insurance, investments, or care-related paperwork where you want everything in one place with a clear summary and gaps highlighted.

• Pensions, savings, insurance, and investment documents organised
• Employer and personal pension statements summarised
• Clear “full financial picture” document
• Report highlighting missing or unclear information
• Organised folder of original files by category
• Also covers care-file work: GP records, care assessments, correspondence, Power of Attorney documents, benefits and entitlement paperwork.

Trying to organise online medical records from GP portals, hospital systems or other care platforms? We want to help with that kind of work — please get in contact directly: info@orgo.guide.