Home - Family Stewardship Services LLC

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…

Money Management

We create a spending plan, track income & expenses, reconcile all statements, and report regularly

Estate Planning Made Easy

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

Estate Settlement Services

Settle a loved one’s estate simply. We can serve as executor, trustee, or provide settlement support.

Special Needs Families

Thoughtfully crafted solutions so you can plan for their future and get peace of mind today

Stewardship Organizers

Organize your records and key documents for future use: Family, Investments, and Business

Fraud Remediation & Prevention Services

Resolve 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)}