For attorneys & advisors
We work closely with estate planning attorneys, elder law attorneys, trustees, financial advisors, accountants, and care professionals to provide practical support and professional oversight for clients who need local assistance.
No legal advice. No tax advice. No investment management. If the question touches your domain, it comes back to you.
Monthly reconciliations and clean records suitable for accountings, court filings, and CPA review.
Scoped engagement letters. Defined points of contact. No surprises about who is doing what.
We slot into existing administration workflows — your forms, your filing conventions, your timing.
Typical referrals
An adult child becomes successor trustee and has no idea how to begin marshaling assets or paying the trust's bills.
A family member acting under a Power of Attorney needs operational help with the day-to-day financial duties.
A client's affairs need organization before — or shortly after — a planning engagement so the documents actually work.
After a death, the work of gathering records, closing accounts, and feeding the CPA needs a steady hand.
A client is slowly losing the ability to manage their own bills and accounts — and the family wants a soft, documented transition.
Children live elsewhere and need a local, trustworthy point of contact for their parent's financial life.
Referrals & co-engagements
We welcome introductory conversations with attorneys and firms considering referrals. We will be transparent about scope, current licensing status, insurance, and the boundaries of our work.