Skip to main content

Money and estate management simply done.

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…

View Details

Money Management Services

Helping you manage your money for your peace of mind

View Details

Estate Planning Made Easy

Complete your estate documents in less than a day, at a fraction of the cost

View Details

Estate Settlement Services

Settling a loved one’s estate simply. Executor, trustee, and support services.

View Details

A Message to Special Needs Families

Resources that bring peace of mind to you and your family

View Details

Stewardship Organizers for Future Family Use

Family, Investments, and Business Stewardship Organizers

View Details

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)