What working with us looks like
We know this may be the first time your family has hired a fiduciary. Here's exactly how it unfolds.
- A free first conversation (15–30 minutes). Tell us what's happening. We'll ask a few questions, explain your options, and say honestly whether we're the right fit, or point you to someone who is.
- Review and conflict check. With your permission, we review the trust, will, power of attorney or court papers, and confirm we have no conflicts.
- Engagement and fee agreement. You receive a written agreement and fee schedule before any billable work begins. Court matters follow the court's process.
- Getting organized. In the first weeks we secure assets, set up accounts and records, meet the people involved, and build a plan for care and finances.
- Ongoing service and reporting. Regular check-ins on the schedule we agree on, itemized statements, and formal accountings as the documents or the court require.
How we communicate
You'll always know who to call. We return calls and emails promptly, and we tell you about significant decisions before they're made whenever the situation allows.