Expert Guidance for Life's Toughest Aging Transitions
Peritus & Company, Inc. helps seniors and families build the life operating system, organize the estate, manage the transitions, and put professional fiduciary services in place — for increased peace of mind.
Aging Readiness & Fiduciary Services that protect your assets and independence — before a crisis makes decisions for you.
Most aging transitions become complex and overwhelming for seniors and their families. We help reduce the complexity and the chaos for peace of mind
FREE 2 MIN QUIZ
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.
Learn about Aging ReadinessPeritus Fiduciary
Fiduciary Services
California Licensed Professional Fiduciary services including estate and trust administration, power of attorney, finances, international asset management, and professional trustee services.
Learn about Fiduciary ServicesPeritus Language Services
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.
Learn about Language ServicesWho 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.
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.