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…

Family Stewardship Organizer Services

Helping organize records and key documents for future family use

Fraud Remediation & Prevention Services

Resolving fraud issues quickly and confidentially

Estate Planning Made Easy

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

Business Stewardship Organizer Services

Helping organize business records, processes, and key documents

Money Management Transition Services

Easing the transition of money tasks from one spouse to another

Executor and Trustee Support Services

Guiding those settling a loved one’s estate or trust

^{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)}