A 35-page workbook that helps families build a small set of calm, written decisions, before an unexpected call, text, visitor, or online relationship creates pressure.
It’s designed to be completed together with the older adult, not behind their back, and it protects independence rather than taking it away.
Inside the workbook, readers will find:
- The three warning signs that appear in nearly every scam, regardless of the story being told – and the one rule that follows from each
- Five recurring fraud patterns, including impersonation, the “loved one in trouble” call, and relationships that slowly turn into money requests
- A risk calendar covering Medicare open enrollment, tax season, holidays, and the life events that call for extra support
- A scored household exposure audit – 25 statements across 5 domains, with a 50-point score and what each range means
- A 30-day contact log for recording calls, mail, visitors, and messages, so a vague worry becomes information you can actually evaluate
- A money map for accounts, automatic payments, access review, and document locations – without recording a single password, PIN, or account number
- Conversation scripts for opening the subject, asking about accounts, and what to say if the conversation goes badly
- Word-for-word responses for the moment it happens: the impostor call, the emergency claim, the unexpected visitor, the virus pop-up
- A family agreement to complete and sign together, plus a first-24-hours response plan
- Payment-specific recovery steps for cards, wires, Zelle, gift cards, and cryptocurrency, with the reporting contacts that matter
- A maintenance schedule and score history, because plans decay quietly
- Three tear-out cards – one for by the phone, one for if it just happened, one for the second trusted contact
What it isn’t: legal, financial, or medical advice, and it can’t tell you whether a specific caller or offer is legitimate. It routes those questions where they belong.
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Important Disclaimer: Educational material only, not legal, financial, or medical advice. This workbook cannot verify whether a specific caller or offer is legitimate, and no plan can guarantee fraud prevention. For signed documents or property matters, consult an elder-law attorney in your state.
