For families
A shared pause.
A clearer plan.
Choose habits you agree on together. This plan records choices, not names or contact details.
Respect each person’s independence. This plan does not grant account access or legal authority.
Sources & further reading
- CFPB · Managing someone else’s money Government guidance
- CFPB · Protecting older adults from exploitation Government guidance
- FTC · Pass It On Government guidance
Reviewed October 27, 2026. Provider terms and support routes can change.