Expert Guidance for Life's Toughest Aging Transitions
Peritus & Company, Inc. helps seniors and families build the readiness systems, organize the estate, manage the transition, and put professional fiduciary protection in place — for increased peace of mind.
The Problem We Solve
Most aging transitions become complex and overwhelming for seniors and their families. We help reduce the complexity and the chaos for peace of mind
Every day, families navigate aging transitions without a clear system — scrambling for documents, making rushed decisions, and managing specialists who don’t talk to each other. The result is unnecessary cost, family conflict, and a loss of dignity and control for the senior.
Peritus & Company was built to solve exactly this. We are the only firm in our region that combines aging readiness planning with licensed professional fiduciary services — under one coordinated relationship, led by a team that has lived these transitions personally. We look at the whole picture.
| Area of Concern | Unprepared | What's at Stake |
|---|---|---|
| Estate Planning | ~60% | Loss of asset control; family burden |
| Healthcare Directives | ~70% | Crisis-driven, unwanted medical decisions |
| Power of Attorney | ~50–65% | Forced court guardianship; costly legal delays |
| Home Safety | ~90% | Increased fall risk; unsafe living conditions |
| Home Decluttering | ~60% | Reduced safety; higher physical and mental stress |
| Financial Organization | ~45% | Missed payments; loss of funds; administrative chaos |
| Digital Assets | >80% | Digital identity, accounts, and legacy may be lost |
| Caregiving Plan | ~70% | Family burnout; conflict; crisis-driven care decisions |
| Social Connection | ~45% | Greater risk of loneliness, depression, and cognitive decline |
Estimates based on multiple studies from AARP, NIH, Gallup, and elder law organizations.
SilverBeacon Program
Aging Readiness
We help you build the systems, frameworks, and plans that make aging transitions manageable before a crisis forces the issue. Includes our proprietary 4 Pillars / 8 Domains framework, readiness assessment, home safety, and life organization.
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Fiduciary Services
California Licensed Professional Fiduciary services including estate and trust administration, power of attorney, finances, international asset management, and professional trustee services.
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Language Services
Professional translation and transcription for legal, financial, and estate matters in all major business languages. Specializing in confidential multilingual documentation and international estate matters.
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What is a Fiduciary:
A California Licensed Professional Fiduciary manages the financial or personal affairs of people who, due to disability, age, or choice, cannot or no longer want to manage these matters themselves, especially during life transitions.
Fiduciaries are hired privately, by family, or can be court-appointed, holding power of attorney, acting as trustees or conservators. They also help plan “next steps” for the later chapters in life. Primary responsibilities include managing and securing assets, paying bills, and ensuring that their clients' financial needs and wishes are met.
Fiduciaries work with their network of trusted experts, such as attorneys, financial planners, CPAs, healthcare managers, realtors, etc. They must act in the best interests of their clients and adhere to strict confidentiality and legal and ethical standards.Description text goes here
Who We Are
Dagmar Dolatschko and Bernard J. Putz are the founders of Peritus & Company — and they are also husband and wife. When your family works with Peritus & Company, you are working with a team that thinks looks at the whole picture — bringing the full depth of both fiduciary expertise and aging readiness planning to bear on your situation. We manage and coordinate a network of experienced professionals personalized to your situation and committed to the best outcome for your family.
→ Meet Dagmar and Bernard
Proactive planning is the ultimate act of independence.
Whether you are planning ahead, navigating a current transition, or in a crisis that caught your family off guard — Peritus & Company is ready to help. We serve clients throughout California, with additional expertise in international estate matters.