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Document Navigators
Senior Services
Limited-Time Introductory Offer

All Senior Support Visits are 50% off introductory pricing. Pricing below reflects the discount.

See Prices
Senior Document Navigator Services

In-Home Support for Seniors with Paperwork, Technology, Mail, and Telehealth.

Document Navigators helps seniors and families manage important documents, digital tasks, online forms, electronic signatures, telehealth appointments, scanning, printing, and mail organization — patiently, privately, and in the comfort of home.

Call to Schedule a Visit · 980-222-1366
NC Notary Public
Background Screened
Insured & Confidential
Organized navy leather document binder with tabbed sections, fountain pen, and reading glasses on a calm desk.
We provide administrative document support only. We do not provide legal, financial, tax, medical, insurance, or immigration advice.
Who This Helps

Built for seniors and the people who care for them.

Seniors Living Independently

For older adults who want patient, in-home help with paperwork, devices, and everyday digital tasks.

Adult Children Helping Aging Parents

For families helping a parent stay organized, set up telehealth, sort mail, or manage important records.

Caregivers Who Need Practical Support

For caregivers who need a reliable partner to handle documents, scanning, printing, and tech setup so they can focus on care.

Families Managing Care from a Distance

For out-of-town family members who need someone trustworthy on the ground to keep a loved one's paperwork and tech running smoothly.

Senior Communities & Facilities

For senior living, assisted living, and care communities seeking a trusted referral option for residents who need extra help.

Professionals Serving Older Adults

For attorneys, advisors, and healthcare professionals who need a reliable support resource when clients need administrative help.

Senior Services

Four in-home visits, built around how seniors actually live.

Every visit is appointment-based, unhurried, and designed around the comfort and privacy of the senior — with clear communication for the family or caregiver.

01

Senior Technology Visit

Patient, in-home help with the everyday digital tasks seniors run into.

We come to you and sit alongside the senior to work through digital documents, online forms, electronic signatures, email, video calls, scanning, printing, uploads, portals, phones, tablets, laptops, and basic device support. Every visit doubles as a personalized computer class for seniors — practical, in-home computer training for seniors at their own pace.

$190$9550% Off

This visit may include

  • Personalized computer class for seniors — learn at your own pace
  • Digital documents & online forms
  • Electronic signatures
  • Email, video calls & attachments
  • Scanning, printing & uploads
  • Patient portal access & navigation
  • Phones, tablets, and laptops
  • Basic device setup and troubleshooting

Best fit for

  • Seniors new to digital tasks
  • Adult children helping a parent remotely
  • Caregivers managing devices for a client
  • Families catching up on online paperwork
Important note. This is practical document and technology support. We do not provide IT repair, cybersecurity consulting, or medical / financial account decision-making.
02

Telehealth Setup & Support Visit

In-home help before and during a virtual medical appointment.

We arrive ahead of the appointment to set up the device, confirm Wi-Fi, test the camera and microphone, log into the patient portal, and find the appointment link — then stay through the visit for technical support so the senior can focus on the doctor.

$190$9550% Off

This visit may include

  • Device setup for the appointment
  • Wi-Fi connection check
  • Camera & microphone testing
  • Patient portal sign-in support
  • Locating and opening the appointment link
  • Technical support during the visit
  • Post-visit help with notes, follow-ups, or document downloads

Best fit for

  • Seniors with upcoming telehealth visits
  • Families coordinating care from a distance
  • Caregivers managing multiple providers
  • Seniors uncomfortable joining video calls alone
Important note. We do not provide medical advice or interpret medical information. Our role is to make the technology work so the visit can proceed smoothly.
03

Senior Document Support

Help organizing, scanning, preparing, and managing important paperwork.

We help seniors and families bring order to important documents — medical forms, insurance documents, benefit letters, personal records, and family document folders — so the right paper is easy to find when it matters.

$140$7050% Off

This visit may include

  • Sorting and categorizing paperwork
  • Scanning to digital files
  • Medical and insurance forms
  • Benefit letters and statements
  • Personal records and identification
  • Family document folders & binders
  • Preparation for upcoming appointments

Best fit for

  • Seniors with scattered paperwork
  • Families preparing for an appointment
  • Caregivers managing a loved one's records
  • Households recovering from a life event
Important note. Administrative document support only. We do not provide legal, tax, financial, or medical advice.
04

Senior Mail Organization Support

In-home help sorting, organizing, scanning, and preparing mail for review.

We help seniors stay on top of incoming mail — sorting, organizing, scanning, and preparing items for review by the senior, a family member, caregiver, attorney, CPA, or other trusted professional.

$120$6050% Off

This visit may include

  • Sorting and triaging incoming mail
  • Identifying bills, notices, and important letters
  • Separating junk mail and obvious solicitations
  • Scanning items for digital recordkeeping
  • Preparing items for review by trusted professionals
  • Setting up simple ongoing mail systems

Best fit for

  • Seniors overwhelmed by daily mail
  • Adult children worried about missed notices
  • Caregivers needing a reliable mail system
  • Families managing a parent's mail remotely
Important note. We help organize and route mail. We do not open, decide on, or respond to mail on behalf of the senior without their direction.
Notary Support When Needed

Notary services are available when a senior support visit includes documents that require notarization — handled by a commissioned North Carolina Notary Public, in the same appointment, with no need to schedule a separate trip.

A Trusted Administrative Partner

Sensitive paperwork requires trust.

Document services are handled by a commissioned North Carolina Notary Public who is background screened and insured. We are trained to handle private records carefully and maintain confidentiality throughout the process.

We are not a law firm, financial advisory firm, medical provider, tax preparer, or insurance agency. Our role is administrative document support — we help clients become more organized, prepared, and ready for the next step.

Commissioned NC Notary Public
Background Screened
Insured & Confidential
Administrative Support Only
Introductory Pricing — 50% Off

Clear pricing. No surprises at the door.

Every visit starts with a published base price. For a limited time, all starting prices are 50% off. Final pricing is confirmed before the appointment so the family knows exactly what to expect.

Senior Technology Visit

$190$95
50% Off Intro

Telehealth Setup & Support Visit

$190$95
50% Off Intro

Senior Document Support Visit

$140$70
50% Off Intro

Senior Mail Organization Visit

$120$60
50% Off Intro
Final pricing depends on location, appointment length, printing, scanning, and any added document or notary services. The 50% introductory discount applies to the starting visit price; fees are confirmed before the appointment.
Call 980-222-1366 for a Quote
For Professional Referral Partners

Have a client who needs in-home document, technology, or telehealth support?

We provide personalized, one-on-one support in the senior's home — for paperwork, technology, telehealth setup, and mail organization — so your clients get the practical help they need while you focus on your area of expertise.

Call 980-222-1366

Referrals are sent securely to referrals@documentnavigator.com.

You may want to refer a client when…

  • They need help setting up or joining a telehealth visit
  • They struggle with online forms, email, or electronic signatures
  • They arrive with a bag, box, or stack of unsorted paperwork
  • Important documents are missing or disorganized
  • A family member is overwhelmed by technology or paperwork
  • A senior needs patient, in-home help with devices or mail
  • Documents were rejected, delayed, or returned
  • A client needs notary support outside your office
  • The family needs a clean binder or digital file before making decisions
Common Referral Sources

A practical fit for the professionals seniors trust most.

Elder law attorneysEstate planning attorneysProbate attorneysSenior care advisorsSenior living communitiesAssisted living facilitiesIndependent living communitiesMemory care communitiesHospice & palliative care teamsHome care agenciesFinancial advisorsInsurance agentsCPAs & tax professionalsSocial workers & discharge plannersChurches & senior ministries
Simple Referral Process

Four steps. No friction.

01

Send the referral

Use the referral form or contact us directly with the client's permission.

02

We identify the support need

Document organization, technology help, telehealth setup, mail sorting, scanning, printing, or notary services.

03

We provide in-home support

The senior receives patient, one-on-one help in the comfort of home based on the selected visit.

04

The client returns better prepared

When appropriate, the client returns to you with organized documents, working technology, or a completed telehealth visit.

For Clarity

What we do not do.

We organize, retrieve, scan, prepare, and support administrative document workflows — and we always defer to licensed professionals for the rest.

  • Draft legal documents
  • Give legal advice
  • Give financial advice
  • Provide tax advice
  • Provide medical advice
  • Provide insurance recommendations
  • Interpret legal rights or obligations
  • Choose legal forms for clients
  • Make healthcare or financial decisions
  • Replace attorneys, advisors, doctors, or licensed professionals
Frequently Asked Questions

Questions families and partners ask.

No. Document Navigators provides in-home administrative support only. We do not draft legal documents or provide legal, financial, tax, medical, insurance, or immigration advice.
Get Started

Need help for yourself, a parent, or someone you care for?

Call Document Navigators to schedule a Senior Support Visit — in your home, on your schedule, with patient one-on-one help.

Call 980-222-1366 to Schedule

Seniors & families: 980-222-1366 · Referral partners: referrals@documentnavigator.com