Kathleen’s mother passed away without a will, and she was challenged with assisting her father with her mother’s estate, while managing his finances. Her mother had never taken the time to organize their assets and financial accounts prior to her passing. As a result, Kathleen had to engage an attorney to probate her mother’s estate in a long and expensive process. She and her father were later referred to a Financial Advisor that tried to convince them that he could invest her father’s remaining assets without knowing where they were currently held, thus failing to learn his financial needs. I had known Kathleen socially in the past, and she reached out to us to ask if we could review the situation and provide assistance to her family. Our team worked with Kathleen to review all of her father’s accounts and create a consolidation plan. We then worked with both Kathleen and her father on his investment objectives and established a supplemental stream of income for him. Kathleen and her father now have security, knowing that they have one point of contact for everything related to their financial future.