A law firm as your trusted contact
When your bank calls about
a suspicious transfer,
someone should answer.
Your brokerage firm is required to ask for a trusted contact — a person it can call when it cannot reach you, or when a withdrawal does not look like you. Most people never name one.
Name us. When your financial institution calls, a law firm answers — and knows what to do next.
Three plans, from $4.99 per month · no long-term contract · cancel anytime
Essential
$4.99
Named contact, C&D letters, stop-or-proceed recommendation
Advantage
$9.99
Adds written notice to your institution and unlimited attorney calls
Guardian
$19.99
Adds the 5% Rule — we are alerted to large withdrawals
We never ask for your account numbers, usernames, passwords, or Social Security number. We do not need them — and we do not want them.
