Standby Fiduciary advisor

Standby Fiduciary Advisor is a limited scope service designed for married couples aged 60 to 75 particularly those couples where one spouse has had control of most or all financial matters, to the exclusion of the other spouse.

This service is limited to information collection to ensure that the non-controlling spouse is equipped with the necessary knowledge, experience, and confidence to take over management of the family finances in the event of the controlling spouse's incapacity due to death or illness.

The service consists of two 90-minute meetings per year (preferably virtual) where we:

• Locate & inventory all financial components of your situation.

• Ensure the non-controlling spouse understands what and where everything is.

• Establish broad guidelines as to how the non-controlling spouse will gain the confidence to take charge with guidance from JSFA professionals.

  This is not a financial planning or analysis service.

  $450 per meeting