Resources & Documents
We have a lot of documents and resources designed to help in most any financial situation.
Getting Started
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Below are the forms we use to get you started with Simply Balanced Solutions. We typically provide them during meetings, but have them here to be looked over to know what to expect or in case you just need another copy.
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Older Adults
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Websites
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Good Information to Know
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AADMM Information
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Additional Resources
Fiduciary, Estate Planning & Legal Resources
Professional Fiduciary Council of Florida (PFCF)
The Professional Fiduciary Council of Florida promotes excellence, ethics, education, and public protection in fiduciary services. PFCF helps families and estate planning professionals identify qualified fiduciaries who serve in important roles such as trustee, Power of Attorney agent, healthcare surrogate, guardian, and personal representative. This organization is important because it supports high professional standards, continuing education, and ethical fiduciary practices that protect vulnerable individuals and families.
The Professional Fiduciary Council of Florida promotes excellence, ethics, education, and public protection in fiduciary services. PFCF helps families and estate planning professionals identify qualified fiduciaries who serve in important roles such as trustee, Power of Attorney agent, healthcare surrogate, guardian, and personal representative. This organization is important because it supports high professional standards, continuing education, and ethical fiduciary practices that protect vulnerable individuals and families.
RPPTL Section of The Florida Bar
The Real Property, Probate and Trust Law (RPPTL) Section of The Florida Bar provides leadership, education, and legal resources related to estate planning, probate, trusts, guardianship, fiduciary law, and real property matters. RPPTL is important because it promotes the highest standards of legal knowledge and professional excellence while supporting attorneys and professionals serving older adults, families, fiduciaries, and estate planning clients throughout Florida.
The Real Property, Probate and Trust Law (RPPTL) Section of The Florida Bar provides leadership, education, and legal resources related to estate planning, probate, trusts, guardianship, fiduciary law, and real property matters. RPPTL is important because it promotes the highest standards of legal knowledge and professional excellence while supporting attorneys and professionals serving older adults, families, fiduciaries, and estate planning clients throughout Florida.
National Academy of Elder Law Attorneys (NAELA)
NAELA is a professional association dedicated to attorneys who specialize in elder law and special needs planning. NAELA is important because it provides education, advocacy, and resources focused on protecting the legal rights, financial well-being, healthcare planning, and long-term care needs of older adults and individuals with disabilities.
NAELA is a professional association dedicated to attorneys who specialize in elder law and special needs planning. NAELA is important because it provides education, advocacy, and resources focused on protecting the legal rights, financial well-being, healthcare planning, and long-term care needs of older adults and individuals with disabilities.
American College of Trust and Estate Counsel (ACTEC)
ACTEC is a national organization of peer-elected trust and estate lawyers committed to maintaining the highest standards in estate planning, probate, trust administration, and fiduciary law. ACTEC is important because it promotes professional excellence, technical expertise, and ethical leadership in matters affecting families, estates, fiduciaries, and wealth preservation.
ACTEC is a national organization of peer-elected trust and estate lawyers committed to maintaining the highest standards in estate planning, probate, trust administration, and fiduciary law. ACTEC is important because it promotes professional excellence, technical expertise, and ethical leadership in matters affecting families, estates, fiduciaries, and wealth preservation.
Financial Planning, Ethics & Consumer Protection
CFP Board
The CFP Board establishes ethical and professional standards for Certified Financial Planner™ professionals, emphasizing fiduciary responsibility, integrity, competence, confidentiality, and acting in the client’s best interest. This organization is important because it promotes ethical financial planning and holistic client-centered decision-making that helps protect individuals, families, and aging adults during important financial and life transitions.
The CFP Board establishes ethical and professional standards for Certified Financial Planner™ professionals, emphasizing fiduciary responsibility, integrity, competence, confidentiality, and acting in the client’s best interest. This organization is important because it promotes ethical financial planning and holistic client-centered decision-making that helps protect individuals, families, and aging adults during important financial and life transitions.
Consumer Financial Protection Bureau (CFPB)
The CFPB provides consumer education and protection resources related to fraud prevention, financial exploitation, identity theft, caregiving finances, and financial decision-making. The CFPB is important because it helps older adults, caregivers, and fiduciaries understand financial rights, avoid scams, and make informed financial decisions.
The CFPB provides consumer education and protection resources related to fraud prevention, financial exploitation, identity theft, caregiving finances, and financial decision-making. The CFPB is important because it helps older adults, caregivers, and fiduciaries understand financial rights, avoid scams, and make informed financial decisions.
AARP Fraud Watch Network
The AARP Fraud Watch Network provides education, alerts, and reporting resources to help consumers identify and prevent scams, fraud, and financial exploitation. This resource is important because it helps protect older adults and families from increasingly sophisticated financial scams and identity theft threats.
The AARP Fraud Watch Network provides education, alerts, and reporting resources to help consumers identify and prevent scams, fraud, and financial exploitation. This resource is important because it helps protect older adults and families from increasingly sophisticated financial scams and identity theft threats.
Federal Trade Commission (FTC) Identity Theft Resources
The FTC provides consumer protection resources related to identity theft, fraud reporting, scam prevention, and data privacy. This resource is important because it helps individuals respond quickly to identity theft and financial fraud while educating consumers about how to protect personal and financial information.
The FTC provides consumer protection resources related to identity theft, fraud reporting, scam prevention, and data privacy. This resource is important because it helps individuals respond quickly to identity theft and financial fraud while educating consumers about how to protect personal and financial information.
Aging Life Care, Caregiving & Advocacy Resources
Aging Life Care Association (ALCA)
The Aging Life Care Association supports professionals specializing in aging advocacy, care management, and care coordination for older adults and their families. ALCA is important because it promotes a holistic, client-centered approach to aging that helps families navigate healthcare, caregiving, housing, crisis intervention, and quality-of-life decisions with professional guidance and support.
The Aging Life Care Association supports professionals specializing in aging advocacy, care management, and care coordination for older adults and their families. ALCA is important because it promotes a holistic, client-centered approach to aging that helps families navigate healthcare, caregiving, housing, crisis intervention, and quality-of-life decisions with professional guidance and support.
Family Caregiver Alliance (FCA)
The Family Caregiver Alliance provides education, advocacy, and support resources for family caregivers caring for aging adults or individuals with chronic conditions or disabilities. FCA is important because it helps caregivers access practical tools, emotional support, and care planning resources that improve caregiver well-being and family support systems.
The Family Caregiver Alliance provides education, advocacy, and support resources for family caregivers caring for aging adults or individuals with chronic conditions or disabilities. FCA is important because it helps caregivers access practical tools, emotional support, and care planning resources that improve caregiver well-being and family support systems.
Area Agencies on Aging (AAA)
Area Agencies on Aging provide local support services and referrals for older adults, caregivers, and families, including transportation, meal programs, caregiving support, elder abuse prevention, and benefits counseling. These agencies are important because they serve as a central access point for aging-related community resources and support services.
Area Agencies on Aging provide local support services and referrals for older adults, caregivers, and families, including transportation, meal programs, caregiving support, elder abuse prevention, and benefits counseling. These agencies are important because they serve as a central access point for aging-related community resources and support services.
Organization, Downsizing & Senior Transition Resources
National Association of Productivity & Organizing Professionals (NAPO)
NAPO supports professional organizers and productivity specialists through education, ethics, industry standards, and continuing professional development. NAPO is important because it promotes effective systems for organization, document management, downsizing, life transitions, and household management, helping clients reduce overwhelm and maintain structure, efficiency, and peace of mind.
NAPO supports professional organizers and productivity specialists through education, ethics, industry standards, and continuing professional development. NAPO is important because it promotes effective systems for organization, document management, downsizing, life transitions, and household management, helping clients reduce overwhelm and maintain structure, efficiency, and peace of mind.
National Association of Senior & Specialty Move Managers (NASMM)
NASMM supports professionals who assist older adults and families with downsizing, relocation, estate clear-outs, move management, and aging transitions. NASMM is important because it promotes ethical, compassionate, and organized support during major life changes, helping seniors and caregivers navigate stressful transitions safely and efficiently.
NASMM supports professionals who assist older adults and families with downsizing, relocation, estate clear-outs, move management, and aging transitions. NASMM is important because it promotes ethical, compassionate, and organized support during major life changes, helping seniors and caregivers navigate stressful transitions safely and efficiently.
