As more adults enter later life without spouses, children, or local support, professional fiduciaries increasingly serve as their primary decision-makers. This session brings together experts in care coordination, aging life care management, and financial planning to explore the fiduciary’s role in guiding solo-aging clients across the full continuum of later life—from proactive planning to crisis management, care transitions, and estate administration.
Through real-world case studies and cross-disciplinary best practices, panelists will provide actionable frameworks for anticipating risk, aligning care with financial strategy, and fostering transparent communication among fiduciaries, care managers, and financial advisors. Attendees will leave with practical tools, including a model for creating a “Solo Ager Support Ecosystem,” workflows for documenting decisions, and a roadmap for collaborative care and financial management that ensures safety, compliance, and client dignity.
