Licensed professionals help older adults manage money safely and wisely, including bill paying, deposits, medical claims and more. They assist with current fiduciary needs and may be nominated in legal estate planning documents for future fiduciary capacities such as durable power of attorney, trustee, executor or conservator of person and estate.

Available in the East Bay, Peninsula, San Francisco, Marin and Sonoma counties.

A division of Jewish Family and Children’s Services, a nonprofit organization that has cared for the community since 1850. Serves San Francisco, the Peninsula, Marin and Sonoma counties, and welcomes seniors and families regardless of religion, background, sexual orientation and gender identity.