A fiduciary you can hand a file to
When you refer a client, your reputation travels with them. We work to make that referral an easy one: responsive, organized, and court-ready from the first day.
What you can count on
- Clean records. Every transaction documented and every hour itemized, so accountings hold up to review.
- We stay in our lane. We follow counsel's lead on legal strategy and keep you informed on anything that touches it.
- Calm with difficult families. Neutral, documented decisions when beneficiaries disagree.
- Conflict checks first. We confirm independence before accepting any appointment.
Matters we accept
- Successor trustee and co-trustee appointments, including special needs trusts
- Court-appointed conservatorships of the person and/or estate
- Executor / administrator in probate
- Agent under durable power of attorney and advance health care directive
Working together
- Call or email with a brief summary. No confidential documents needed yet.
- Conflict check and fit. We confirm we have no conflicts and that the matter is a good fit.
- Engagement letter and fee schedule sent to the client or filed with the court as required.
- Regular updates to you at the intervals you prefer.
Also referring: CPAs, financial advisors, care managers, discharge planners, social workers and bank trust officers. We welcome the call.