Fiduciary Resources
For those looking for additional resources related to estate planning and/or financial management support for those with limited or diminished capacity, we recommend the following websites:
Resources for managing personal finances, taxes and plans for retirement.
A free online tool from the National Council on Aging to find unclaimed benefits seniors may be eligible to receive.
Find local and state aging resources and referrals to programs like daily money managers or financial counseling services.
The MontGuides have been reviewed by professionals from the appropriate organizations and offer an abundance of helpful information.
To make a report of abuse, neglect or exploitation, contact the state or territory where the elder or vulnerable adult resides.
NGA promotes nationally recognized standards for guardianships and conservatorships.
Senior Medicare Patrols (SMPs) empower and assist Medicare beneficiaries, their families, and caregivers to prevent, detect, and report health care fraud, errors, and abuse.
Create a free My Social Security account online to manage benefits, view estimates, and protect your information.
Interested in Fiduciary Services or have a question? We’d love to hear from you!
We offer free one-hour consultations to learn more about your needs and discuss whether our services may be a good fit.