Home - Family Stewardship Services LLC

Helping you steward your family's resources

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

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

Check First! Fraud Prevention

Giving clear and independent advice on possible fraud attempts

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)}