Did you know…
- 37% of adult children would not be able to locate their parents’ critical financial documents to help in time of need1
- Millions of dollars’ worth of stocks end up unclaimed by the people who should inherit them1
- An estimated 6.7 million Americans are living with Alzheimer’s dementia2
- Almost one-third of adult children said they would not know what to do or who to contact to handle their parents’ estate1
- Senior victims of fraud lost an average of $34,000 per person in 20233
How we can help…
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Estate Planning Made Easy
Complete your estate documents in less than a day, at a fraction of the cost
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Estate Settlement Services
Settling a loved one’s estate simply. Executor, trustee, and support services.
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A Message to Special Needs Families
Resources that bring peace of mind to you and your family
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Stewardship Organizers for Future Family Use
Family, Investments, and Business Stewardship Organizers
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Fraud Remediation & Prevention Services
Resolving fraud issues quickly and confidentially
1. The Executor’s Guide, Nolo publishing, 2023
2. Alzheimer’s Disease Facts and Figures (www.alz.org)
3. Elder Fraud, in Focus (www.fbi.gov)