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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 (www.alz.org)
3. Elder Fraud, in Focus (www.fbi.gov)