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.
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Read About Carefull and Elder Law in the News
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.
Monitoring
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.
Collaboration
Simple communication tools to surface issues and streamline collaboration among stakeholders, including siblings, adult children and aging parents.
Security
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.
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We’ll Get You Member-Ready
We handle everything to get your team up and running with Carefull.
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.
Reach out to discuss how your
practice can use Carefull.
We’ll get you set up and ready to onboard clients.