Once again, please accept our heartfelt condolences for your loss.

After experiencing our losses, we understand the weight of the responsibility you carry as a Personal Representative, or Successor Trustee, as well as the challenges and emotions that come with it.

We created the resources outlined here to support others facing the same challenges our family did when we were serving in similar roles. Our only intention is to help, nothing more, and we offer our insights and experiences with no obligations attached.

With two decades of professional expertise, and firsthand experience in fiduciary roles, we are uniquely prepared to be a valuable resource to you in these five key ways.

With over two decades of experience working alongside trustees, legal counsel, and families like yours, we are able to be an excellent sounding board through the process of winding up a trust.

We also understand both the grief and the family challenges that come with loss, because we’ve been there. We affer partnership, expertise, and practical guidance to make your role a little easier.

As stated at the beginning of this page, it is part of a life mission to share our insights with others with no obligation. We’re confident any conversation you have with us will be valuable to you in many ways and, if you ever wish to explore our services, that will be a completely separate discussion.

If having a call sounds like it might be helpful, send us a quick message, and we’ll be in touch. Once again, blessings to you and your family.

1. Essential Non-Legal Guidance – We are able to provide you with critical, hard-to-find information that often gets overlooked, but is essential for the proper management of certain trust and estate assets. Information like this will also help you limit any personal liability that could result from the mishandling of issues such as insurance coverage lapses, or seemingly harmless decisions that could have far reaching ramifications.

3. Streamlined Record Keeping – We are also familiar with many of the available bookkeeping options that can help you simplify complex reporting requirements, maintain transparency, and prevent many of the potential beneficiary disputes that arise due, to lack of communication.

2. Trusted Service Provider Network – Through long standing relationships, we are able to connect you with specialists that can help with securing, cleaning, repairing, organizing and preparing real property for sale, as well as preparing an inventory of valuable assets, as well as disposing of unwanted personal property, along with much more.

4. Maximizing Real Property Value – If real estate is involved, we are able to leverage more than 50 years of expertise in appraisal, zoning, planning representation, and development to guide you in maximizing its value. If a sale is needed, we’d be honored to interview to represent your interests in finding the right buyer, negotiating the most beneficial terms of a sale, and closing the transaction efficiently.

5. Mediation & Conflict Resolution – As formally trained mediators and facilitators, we help families talk through inheritance disputes, family dynamics and the emotional conflicts that often accompany the loss of a loved one. There is never a time when peace and stability in family relationships is not a good thing.