Success Story - Mary

Mary, a 93 year old female resident in a nursing home had been asking her family about her finances for several months. Her family refused to provide the information she wanted, and she was frustrated. She contacted the facility staff who then contacted our office. We were able to obtain her financial records and provide them to her. Her family had been doing an excellent job of managing her money, but they had not considered her right to information regarding her finances. We also helped the family and the resident work out a monthly system that will provide her with the information she wanted and keep it safe.