The Elder Financial Abuse Protection & Documentation Toolkit

You noticed something off with a parent's money. Here's exactly what to do next.

A missed bill, a new "friend" who's suddenly always around, a power of attorney nobody mentioned. Elder financial abuse rarely announces itself, and the adult child who spots it first is usually the one left figuring out what's normal, what to document, and who to call, without a script. This is a tablet-native toolkit with a tap-to-navigate home screen, built for GoodNotes, Notability, and Adobe Acrobat, not a printer, walking you through recognizing real warning signs, building a documentation trail that holds up, closing the openings abuse depends on, and reporting it correctly the first time.

What's included:

• The Warning Signs Checklist, behavioral and financial signs to watch for, a normal-vs-red-flag comparison, and a running log, not a one-time test
• A plain-language breakdown of power of attorney duties and common abuse patterns, plus the structural safeguards to set up before there's a problem
• The Financial Paper Trail Checklist and a fillable Incident Documentation Log, so a partial record still holds up
• The Prevention Safeguards Checklist: six structural changes, co-agent monitoring, bank alerts, credit freezes, automatic bill pay, a trusted contact on file, and mail review, plus how to actually set each one up
• A reporting reference built to stay current: the Eldercare Locator, the National Adult Protective Services Association's state-by-state directory, and the National Elder Fraud Hotline, plus what actually happens after you report
• 4 word-for-word scripts: for your parent, a resistant sibling, the suspected person directly, and reporting to a bank or financial institution
• A glossary of terms: power of attorney, fiduciary duty, undue influence, capacity, guardianship, and financial exploitation, explained in plain language

Format: 31-page tablet-native PDF toolkit with 105 genuinely fillable form fields, hyperlinked navigation, works on tablet, phone, or desktop in GoodNotes, Notability, or Adobe Acrobat.

This guide is for recognizing, documenting, and reporting suspected elder financial abuse. It does not replace legal advice. If you need to act quickly, freezing accounts, revoking a power of attorney, or pursuing recovery, consult an elder law attorney. If your parent is in immediate physical danger, call 911.