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    • Password Management
    • App Purchase Monitoring
    • Large Purchase Monitoring
    • Login Documentation
    • Organize Tax Docs
    • Stop Spam Calls/Texts
    • Prevent Email Phishing
    • End of Life Documentation
    • Online Bill Mgmt
    • Remove Personal Info from Web
    • Digital Executor Services
    • Bill Pay for Seniors
    • Credit Freeze + Monitoring
    • 2 Factor Auth Setup
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Create Your Task List

Services for seniors, families of older adults and busy professionals

Daily Money Management

  • Pay bills & manage mail

  • Migrate from paper to online bill management

  • Document accounts for end of life planning

  • Organize tax documents

Scam Protection & Monitoring

  • Scrub personal info from online databases

  • Email scam filter setup + monitoring

  • Opt-out of solicitation calls & texts

Documentation of Online Accounts and Password Management

  • Complete listing of all online accounts and logins

  • Setup of secure management of passwords

  • 2-step authentication setup for family members

  • Digital executor services

Financial Filters & Monitoring

  • Credit freeze + monitoring

  • Large purchase attempt monitoring

  • Mobile device purchase monitoring

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Set up controls for online purchasing

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Scrub your data from online databases

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Freeze and Monitor Credit

Get alerts when someone tries to open a new credit card. Get notified when there's been a large purchase on credit cards.