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Helping you steward your family's resources

NEW! Free upcoming Senior Fraud Prevention workshop on 7/25/24! (click Events for details)

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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Family Stewardship Organizer Services

Helping organize records and key documents for future family use

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Money Management Transition Services

Easing the transition of money tasks from one spouse to another

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Executor and Trustee Support Services

Guiding those settling a loved one’s estate or trust

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Check First! Fraud Prevention

Giving clear and independent advice on possible fraud attempts

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Senior Fraud Remediation Services

Resolving senior fraud issues quickly and confidentially

1. The Executor’s Guide, Nolo publishing, 2023
2. Alzheimer’s Disease Facts and Figures (
3. Elder Fraud, in Focus (