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Financial Organization for Seniors

Handled with Care and Clarity

My Legacy Administrator helps older adults stay financially organized and protected as life becomes more
complex. We assist with day-to-day financial tasks, organize important documents, and provide trusted
oversight—without taking control away from the client.

Accountant

What We Do:

  • Set up and monitor bill pay systems

  • Track subscriptions, insurance, and renewals

  • Create a cloud-based file system for all financial documents

  • Filter email scams and flag suspicious activity

  • Organize and prepare for estate transition (not legal advising)

Who This Is For:

  • Seniors living independently who want financial order

  • Adult children managing a parent's affairs remotely

  • Attorneys, CPAs, or wealth managers referring clients for support

Family Dinner

Why It Matters:

  • Families often wait too long to get help.

  • Bills get missed.

  • Records go unfiled.

  • Scams slip through.

 

My Legacy Administrator steps in to quietly create structure and consistency—making sure everything is ready when it matters most.

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