For social workers, case managers, and discharge planners

When the person who paid the bills is in the hospital...

Their family has to take over, often with no instructions. FinTend walks them through it, one step at a time.

Open the virtual demo (opens in a new tab) Schedule a demo call

FinTend is 100% free for families facing an emergency.

How FinTend helps a family, in three scenes

  1. The call. You text your sibling MJ: “Dad’s been admitted to St. John’s. He’s stable, but they’re keeping him a while. Do you know how he pays the mortgage?” MJ answers: “No idea. He always handled all of it.” You reply: “They gave me a flyer for FinTend. I’m on it.”
  2. The kitchen table. You upload Dad’s bank statement, last month’s credit card bill, and a bill from St. John’s to FinTend. FinTend reads them and finds the mortgage, $1,284 on autopay on the 1st from checking; Riverside Electric, $142.18 a month charged to a card; and Lakeview Water, $68.40 paid by check and due Friday.
  3. The plan. Dad’s plan in FinTend shows Phase 1: Stabilize with 3 of 4 steps done. MJ found the durable power of attorney, and the statements and autopay are checked off. Getting the big 4 bills paid is next, with a Call Guide for the water company: ask for hardship assistance and process a manual payment.

What FinTend does for the families you serve

When a patient can’t manage their money, someone else has to find the bills and keep them paid. FinTend walks the family through every step, from day 1 to discharge and beyond.

  • Steps in the right order

    The family is already overwhelmed. FinTend serves each priority as it comes.

  • Words for the hard calls

    Call Guides help you get your questions answered – even the ones you hadn’t thought to ask yet.

  • Clean digital collaboration

    Everyone works from the same list, sees who’s doing what, and gets only the access their role needs.

  • Built-in privacy

    We never sell user data, and deleting when you’re done is hassle-free.

  • Control & safety

    FinTend draws the map. All the decisions and actions are made by the family.

  • No cost

    Our emergency tools and resources are always free to families.

Where it fits in your work

You already know which families will need support with transitioning the financial tasks. FinTend gives you something concrete to hand them.

Social workers

When a family meeting turns to bills, bank access, or power of attorney, you can point them to a free, trustworthy resource.

Discharge planners

When the patient was the one who managed the household’s money, add the handout to the discharge packet. The family leaves with clear next steps.

Case managers

When long-term care or Medicaid comes up, FinTend families already have their accounts, bills, and assets listed in one place.

See it before you recommend it

Try the demo, or let us walk you through it.

Virtual demo

Walk through the tool on your own using a sample family’s info.

  • Every step in the plan
  • The Call Guides and other resources
  • Assign roles, delegate tasks, and view the activity logs
Open the virtual demo (opens in a new tab)

Schedule a demo call

Talk through the demo with a member of our team. We’ll email you to set a time.

Best times for a call (optional)
The FinTend handout, titled “Suddenly managing a loved one’s finances?”, with the steps for each phase and a QR code to FinTend.com/emergency
For your discharge folders and waiting rooms

The one-page handout

Stepping into financial caregiving, especially suddenly, is overwhelming. This straightforward handout answers the question “How am I going to do this?”

  • An overview of each phase, from day 1 to the long-term care plan
  • Tips for common misconceptions
  • A QR code that opens the free plan and guides
Open the handout to print

Frequently asked questions

We’re an open book. If you don’t find your answer, please contact us.

Can I share the FinTend guides with my clients/patients/community?

Yes! Thanks for asking. We want to offer this info to as many people as possible. This one-page flyer covers all the basics of emergency financial caregiving. Want printed copies for your facility? Just ask.

Is FinTend really free? How do you make money?

Yes! Our emergency resources are free to all families. We make money from paid subscriptions to our other products. Learn more about our mission.

How does FinTend keep our data safe?

Your safety and privacy are our top priority. We'll never sell your data, and you can delete it any time. Please see our Privacy Policy for details.

Can I use FinTend for a loved one who isn't incapacitated?

FinTend is designed to help caregivers navigate the challenge of figuring out a loved one's finances when they can't communicate. If that's not true of your situation, it's not right for you.

If your loved one is currently managing their finances on their own, but wants to prepare to transition those tasks to you in the future, we have other products (coming soon!) that are a better fit.

See the rest of our patient resources

Give caregivers a place to start

The next time a family asks how to take over the money stuff, you’ll have a one-word answer: FinTend.

Open the virtual demo (opens in a new tab) Get the handout

Request printed handouts

We’d love to send you more copies and we try to honor every request.

Size
How many copies?
Shipping address