Clients you have known for years are going to lose their homes because they didn’t think to call you before signing a contract.
If a SeniorSafe homeowner names you as a Reviewer, we will notify you if she begins the process of transferring title or taking out a mortgage or line of credit.
We can help her attorney defend her title against an action to enforce a transfer or security agreement if you did not discuss it with her first, even if it was signed, notarized and recorded.
SeniorSafe incorporates protections similar to those in FINRA Rule 4512 (trusted contact notice) and Rule 2165 (disbursement holds) but is more robust and includes an escalation path that allows you to maintain a professional and respectful relationship with your client if incapacity is suspected.
Learn how SeniorSafe can help you protect your clients and their families today.