We've updated the standard of care for older clients

If you have older clients, you know the challenges:

Capacity is fluid, contextual, and difficult to assess

Most seniors don’t want or can't afford an irrevocable trust

The law offers little protection short of guardianship

A FINRA Rule 2165 disbursement hold won't protect your client's home. We will.

Here's how we can help you protect your clients

We can add protections similar to FINRA Rules 2165 (disbursement holds) and 4512 (trusted contacts) to their homes
We can notify you whenever they go to sell, mortgage, or give away their homes
We can make contracts they sign without talking to you first very hard to enforce

We can require small private lenders to make Reg. Z disclosures
We can require your clients to have legal representation in inherently risky transactions, such as gift deeds and reverse mortgages
We can help reduce the need for guardianship