Free tool

Elder Financial Safety & Scam Response Planner

Create a calm action plan for suspected scams, unusual account activity, trusted contacts, reporting, and family follow-up.

Educational information only. This is not financial, legal, or medical advice.

Main concern

Urgency today

Has money or account access already changed?

Account or password concern

Trusted contact at bank or brokerage?

Financial/legal documents status

Memory, judgment, or bill-paying change?

Does the older adult live alone?

Computer or phone risk

Already reported anywhere?

Use broad planning answers only

Do not enter account numbers, passwords, Social Security numbers, birth dates, Medicare numbers, or details that identify a person or account.

This planner is for organization and education. It is not legal, financial, tax, investment, banking, insurance, benefits, or law-enforcement advice.

FAQ

No. You can run the tool first. Login is only needed to save or manage results.

No. Results are planning estimates and should be confirmed with communities, caregivers, or licensed professionals.