A couple sitting at a kitchen table going through paperwork together

The paperwork, the accounts and the passwords, in one place

Estate organizing, executor support and downsizing help for families near Malvern, Pennsylvania. We come to you.

Most families are not disorganized. They are busy. The documents exist and the accounts exist, and nobody has ever put them together in one place. We sit down with you and do that, at your pace, in your home, or remotely.

You may already have a will

A will says who gets what. It does not say where the accounts are, which subscriptions renew every month, or how to sign in to the email address that every password reset runs through. Nor does a will say how bills are paid – which are automatic, which are on credit card, what are the account balances. It can be difficult to sort through.

That is the gap we close.

Two people at a wooden table filling in documents side by side

What we do

Documents and paperwork

We sort, label and file what matters, then leave you with a written record that is easy to find and easy to hand over.

Accounts, subscriptions and passwords

We list the accounts, the recurring charges and the sign in details, then store them so the right person can reach them when it counts.

Executor support

Named as executor and not sure where to start? We work through the administrative tasks with you and keep track of what is finished and what comes next.

Downsizing and senior moves

Room by room, we help decide what stays, what goes to family, what is donated and what is sold, then coordinate the move.

A file box of labelled folders holding household paperwork — Documents sorted, labelled and kept in one place.

Labelled moving boxes stacked on a wooden floor — What stays, what goes to family, what is donated.

How it works

A phone call. Tell us what is on your plate.
A visit. We sit at the kitchen table and look at what you have.
A written record. You keep it, and we keep it current if you would like us to.

Why local families call us

Based in Malvern, serving Chester County, the Main Line and the wider Philadelphia area and Delaware Valley. In another region? We can do that also. Technology can make it happen.
Our Founder, Steve Aylward, spent three decades in senior leadership roles with Microsoft Health, Change Healthcare, Siemens, and Verisma (+ multiple startup) before starting Westwood Solutions.
We come to you, and we work at your pace.
We work with a network of trusted local professionals and are happy to refer you whenever necessary at no additional charge.
Read what other industry professionals say about working with us.

An older man and his daughter looking through a photo album at the kitchen counter — We sit down with you at the kitchen table.

Talk to a real person

Call (610) 638-6402 or send a note below and we will get back to you.

Westwood Solutions provides organizing and administrative support. We are not a law firm and we do not provide legal or tax advice.

Westwood Solutions, Malvern, Pennsylvania. (610) 638-6402 · Privacy Policy