For lawyers and care managers
Help your clients get their families ready
We help your clients list their accounts, set up official access and practice with their family. If a paper is missing or out of date, they can send you a one-page summary.
What your clients bring back
Elder law and estate lawyers
A list of their papers, when each was signed and where the original is.
Care managers
A family that knows who does what and has practiced the first steps.
Financial advisors
Beneficiaries and trusted contacts checked every year.
When to suggest us
They have a new diagnosis
After a hospital stay or a fall
Before a move
We never write or choose legal papers
When a paper is missing or out of date, the plan says so and sends your client back to you.
- The summary lists each paper, when it was signed and where the original is
- Each yearly check flags an older power of attorney for review
From a sample lawyer summary
- Power of attorney for finances signed March 12, 2009. On file at Harbor Federal.
- Health care proxy signed in 2022. A copy is at the primary doctor's office.
- The client asks whether the 2009 power of attorney needs updating after her husband's death in 2019.
The summary lists facts. We don't give legal advice.
No fees in either direction
Nothing is paid for referrals
We don't pay referral fees, and you never pay us.
Your client is in charge
They own the plan and approve everyone who joins.
You see only what your client sends
We never share a client's plan with you.
An easy first step
Send clients to the free readiness check. It takes about two minutes.