Stand-by Advisor

Standby Fiduciary is a limited scope service designed for married couples aged 60 to 75 particularly those couples where one spouse has had control of most or all financial matters, to the exclusion of the other spouse. This service is limited to information collection to ensure that the non-controlling spouse is equipped with the necessary knowledge, experience, and confidence to take over management of the family finances in the event of the controlling spouse's incapacity due to death or