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Planning ahead…

for peace of mind

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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Fraud Remediation & Prevention Services

Resolving fraud issues quickly and confidentially

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Estate Planning Made Easy

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

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Business Stewardship Organizer Services

Helping organize business records, processes, and key documents

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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

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)