Ms. W, an 81-year-old single woman living alone in a wealthy neighborhood, was struggling to manage her psychotropic medications. This significantly impacted her well-being and made her vulnerable to exploitation. Local police had visited her home multiple times due to behavioral issues, and an officer concerned about a man who had become involved with Ms. W contacted us for assistance, having worked with Senior Advocacy Group in the past.
Our team collaborated with the officer to meet with Ms. W and build trust to begin providing services. We discovered that the man had convinced Ms. W to sign a quick-claim deed, transferring her $3 million home to him (according to public records). In addition to the deed transfer, the man also convinced her to place his son into her Will as a beneficiary. Ms. W had no memory of signing the document. Working with the police officer, a detective, and Ms. W’s attorney, Senior Advocacy Group facilitated the signing of a new deed, returning the property to her name.
We consulted with Ms. W’s physician and the detective to understand and verify her manic state at time the deed was signed. As luck would have it, fortunately, Ms. W had communicated with her physician about her manic symptoms on the same day she signed the quick-claim deed.
A review of Ms. W’s financial transactions revealed that another “trusted friend” had access to her credit cards and bank account, with thousands of dollars’ worth of checks written to him from her account. This individual had a significant arrest record (according to sheriff’s records). Working with Ms. W’s attorney and POA, we closed her credit cards, provided her with a True Link pre-paid Visa to actively manage and monitor her spending activities, and updated the titling of her bank accounts to remove the individual as an owner of the account.
Senior Advocacy Group Outcome
- Collaborated with a concerned police officer to build trust and begin providing services
- Discovered and reversed the fraudulent quitclaim deed transferring Ms. W’s $3 million home to the exploiter
- Worked with Ms. W’s attorney, police officer, and detective to facilitate signing of a new deed restoring property ownership
- Consulted with Ms. W’s physician and detective to verify Ms. W’s manic state at the time of the deed signing
- Investigated financial transactions revealing another trusted individual’s unauthorized access to Ms. W’s credit cards and bank accounts
- Closed Ms. W’s credit cards and removed the individual from bank account ownership
- Provided Ms. W with a True Link prepaid Visa card to actively manage and monitor spending
- Assisted Ms. W in transitioning to an assisted living facility with proper medication management and medical oversight
- Arranged regular psychiatric visits and implemented daily caregiver assistance
- Helped reconnect Ms. W with a family member for frequent positive visits
- Conducts 1-2 weekly visits to provide boots-on-the-ground supervision ensuring compassionate care, meeting needs, and maintaining dignity and quality of life