Wills, trusts & estate planning
Get organized before meeting an attorney about wills, trusts, beneficiaries, property, estate administration, or other planning documents.
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Practical legal & financial support
Legal & Finance Help for Adults 60+
Get help taking the next step with legal documents, estate planning, taxes, debt and credit concerns, fraud protection, financial guidance, and local professional services.
What do you need help with?
Legal and financial help by situation
Start with the decision or problem in front of you. The goal is to get you to the right kind of professional, program, or practical next step without making the process more complicated.
Power of attorney & advance documents
Locate appropriate legal help when you need to discuss financial authority, health-care documents, decision-making, or related planning.
Search local assistance →Benefits & financial assistance
Review help with Medicare, public benefits, savings programs, utility assistance, food support, housing help, and other financial resources.
Go to Benefits →Taxes & tax preparation
Look for tax-preparation assistance or a qualified tax professional when a return, notice, deduction, retirement-income issue, or filing question needs attention.
Search financial help →Fraud, scams & financial exploitation
Take suspicious calls, transfers, account activity, identity theft, coercion, or unusual requests seriously and get appropriate help quickly.
Review help options →Debt, credit & money decisions
Get help sorting through debt, credit, budgeting pressures, major financial decisions, or questions that may require a qualified professional.
Search financial assistance →Need someone nearby?
Search for legal and financial assistance
Use Senior Services Near Me to look for local legal-aid organizations, financial counseling resources, benefits assistance, and related support.
Before making a decision
Four practical steps
Name the issue
Write down the decision, deadline, notice, transaction, document, or concern you are trying to resolve.
Gather the paperwork
Collect relevant statements, letters, policies, account information, existing legal documents, and a list of questions.
Choose the right type of help
An attorney, tax professional, benefits counselor, financial professional, credit counselor, or local agency may serve very different roles.
Verify before you act
Confirm credentials, fees, scope of service, conflicts, deadlines, and exactly what will happen before signing or paying.
Before choosing professional help
What to verify
What kind of professional do you need?A lawyer, CPA, tax preparer, financial adviser, credit counselor, benefits counselor, and insurance professional have different qualifications and responsibilities.
How are they paid?Ask about hourly fees, flat fees, commissions, asset-based charges, consultation fees, retainers, and other costs before agreeing to services.
What will they actually do?Get the scope of work in writing, including documents, filings, recommendations, follow-up, deadlines, and anything you are responsible for completing.
Who controls the money or documents?Be cautious about unnecessary access to accounts, passwords, original documents, property, or authority that is broader than the task requires.
This page helps you take the next step
60AndOver.online does not provide legal, tax, investment, or individualized financial advice. Laws, eligibility rules, professional requirements, and financial circumstances vary. For decisions that affect your rights, taxes, assets, or long-term finances, use an appropriately qualified professional.
Legal & financial help close to home
Get to the right kind of help
Start with the issue you are trying to solve, then use the local-services search or benefits hub to move forward.