How we protect your information and your money

Clients trust us with bank accounts, medical records and family history. Here's how we keep that information safe.

• Encrypted sharing. We exchange documents through secure links, never as ordinary email attachments.
• Separate accounts. Client funds are always held in accounts titled to the client, trust or estate, never mixed with business funds.
• Least access. Staff see only the files their work requires.
• Fraud watch. We monitor client accounts for unusual activity and scams that target older adults.

Please don't send account numbers, Social Security numbers or medical details by ordinary email. We'll provide a secure way to share them once we're working together.