For Advisors & Wealth Managers

Carefull Pro

Carefull Pro is the first ever PRT platform: Protect clients, Retain assets, and capture wealth Transfer by providing Carefull to every client free of charge.


9 out of every 10 adult children don’t stay with their parent’s advisor*

There’s $84 trillion in wealth transfer occurring through 2045, with over $75 trillion AUM leaving family advisors’ books.

Last year, older adults are lost an average of $34,000 to fraud, scams and mistakes each year, and advisors often manage the fallout. Offer them Carefull’s world-class protections: a $300/year value, completely free.


Intelligent monitoring will watch credit cards, bank accounts, and investment accounts for suspicious activity, theft, and even everyday mistakes.


24/7 Dark Web monitoring finds any potential breaches of personal data and helps clients secure them, with the help of real-time human support.

$1M Identity Theft

If your identity is stolen, you’re covered for lost funds and legal fees up to $1 million*. Active as soon as you sign up.


Constant credit monitoring backed by TransUnion reports suspicious activity as soon as it occurs.


Keep at-risk assets within your practice for an additional 5-7 years. Avoid premature consolidation or drain by outside parties.

Year-round engagement

Timely, automated communications deliver clients insights and assurance — always co-branded to remind clients you’re there for them

High impact, low effort

Protections with a Net Promoter Score to rival Amazon, Zoom, and Netflix — and one you can activate in just a few minutes.

$1M of Identity Theft Insurance

Give each client the gift of $1 million of identity theft insurance — if something goes wrong, Carefull’s specialists are always here to help


Provide value and establish relationships with whole families well ahead of a wealth transfer moment.

Trusted Contacts

Carefull users add an average of 2 trusted contacts on Day 1. Build the relationships needed to retain assets through moments of crisis.

Digital Vault

A virtual safety deposit box helps client families securely centralize and share passwords and documents.

Take it from thousands of happy members, advisors, industry experts, and journalists.

Quotes icon

Carefull was easy to set up, and notifications can be adjusted to my level of concern. It gives me peace of mind that my bank accounts and credit cards are protected.

Jane B.

Carefull Member

Quotes icon

Carefull’s alerts give me visibility into potential fraud impacting my clients, and helps alleviate stress for individuals who are responsible for a loved one’s finances as well as their own.

Jessica Searcy Kmetty

President & CEO

Searcy Financial Financial Services

Searcy Financial logo

Better Business

Smart Money
Award 2021

Fintech Futures

Award 2022

The highest standard of data security & privacy

The highest standard of

data security & privacy

ROI Calculator

See how many assets you can retain and protect by using Carefull Pro

Your Practice

Number of advisors on your team
Assets under managment
Annual Fee Rate
Number of households
Estimated percent of clients older than 65

Advisors Get

Dedicated account lead and personalized practice set-up

A beautiful, branded sign-up page for clients and leads

A convene dashboard for client activation and management

Expert content and webinars for you and your clients

Bulk import to easily activate your clients

Consolidated Trusted Contact view to engage beneficiaries

Weekly client report with aging & caregiving advisor insights

Clients Get

Money monitoring for unlimited accounts

24/7 dark web scanning

Bill organization and management

Identity monitoring & data breach fixing

Smart, customizable email alerts

Secure sharing with family

Credit monitoring

Live, US-based expert assistance

Encrypted password storage

Hack recovery & scam check tools

$1M Identity Theft Insurance Policy

Home title monitoring

Live Carefully



Carefull Corporation

132 West 31st Street, 9FLR

New York, NY 10001

1 (833) 836-0050

For everyone



© 2024 Carefull Corporation