Carefull for Elder Law

Provide clients and their families with a tool to protect against fraud, scams, misuse and money mistakes. Add Carefull to your practice and provide the safety net clients are missing: transparency and early awareness to shut down bad behavior.

The Carefull Difference

We are here to help you make more life-long partnerships with your clients.

Turn one-off legal engagements into years-long relationships.

Financial caregiving activities can last up to 20 years, across multiple needs and events — bridging generations and the $24 trillion of impending wealth transfer.

Empower every client's independence.

Carefull provides 24/7 protection across transactions, money movement, credit and identity allow older adults peace of mind while retaining financial autonomy.

Track and centralize financial records to defend against exploitation.

Transparent tracking keeps one record of money movement and transactions across accounts, while helping clients plan ahead to protect assets from exploitation during estate planning and Medicaid planning.

Trust Carefull’s Hands-On Approach

We are here to help you make more life-long partnerships with your clients.


Connect your loved one’s accounts, and we’ll show you the full picture within seconds. See what money is coming in and going out, which bills are coming up and how much is left in the bank.


Simple communication tools to surface issues and streamline collaboration among stakeholders, including siblings, adult children and aging parents.


Our 256-bit, bank-level security systems allow Carefull to discover and analyze issues without accessing client funds or sharing client data.

Long-Term Planning

Planning assistance provides clients with content, advice and community support for tough questions about long-term financial health.

We’ll Get You Member-Ready

We handle everything to get your team up and running with Carefull.

Onboarding and Training
Dedicated account manager
Custom billing and invoicing
Continuous compliance
Member-facing marketing
Access to the experts
Case Study

She wasn’t interested in managing her mom’s finances, but giving control to her brother proved to be her biggest mistake.

I wanted to help my mom get through this chapter of her life without abandoning her. Being a caregiver is so rewarding—there’s nothing that can make you happier than helping someone else.

Trusted By

"Seeing the expenses in one place has let me open up discussions around spending with my dad that were harder before. It's been really helpful for him to have Carefull: it gives my dad the freedom and independence he wants, while giving me the ability to keep track of everything easily."

– Melody G, real user

“I don’t know another app like it... In addition to monitoring bank accounts and transactions at a level of granularity I don't get from my bank, there is a nice repository of guides and information about being a caretaker!”

– Jiaqi Gao, real user

"I am very happy to have Carefull be a ‘second set of eyes’ over my mom’s finances. I feel better knowing that if something should arise, Carefull will alert me and I can then help my mother take quick action."

– Dale Gawn-Torres, real user

Also Seen In
Average rating across
Google Play & Apple App Stores
Also seen in
Average rating across
Google Play & Apple App Stores

Always private. Always secure.

Financial protection is key to maintaining financial independence. That’s why we’re dedicated to keeping you protected. 

Carefull connects to financial accounts using bank-level security. Our service is view-only, meaning we can never make transactions in your accounts, or let anyone else do the same. Our systems are never able to see or store usernames or passwords. We protect your data as if it were our own and use it only to provide our services. We will never sell or share it.

We are proud to receive an A rating from the Better Business Bureau

Reach out to discuss how your
practice can use Carefull.

We’ll get you set up and ready to onboard clients.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.