Estate, Financial & Legal Assistance
A Second Set of Eyes
We sit in the room for meetings with estate attorneys, financial advisors, and accountants, asking the questions that often don’t get asked. Our goal is to make sure our client has a say in decisions being made about their own life, not just decisions made around them, and that they can advocate for themselves in moments that might otherwise feel overwhelming.
What can this look like? Asking someone to slow down and re-explain a term that just got glossed over, or making sure a preference that was mentioned quietly still makes it into the final plan.
FAQs
Are you attorneys or financial advisors?
No. We work alongside whoever your family already trusts, or we help you find them.
What kinds of meetings do you attend?
We can help assist in any meeting, like estate planning, financial planning, and accountant or tax-related conversations that affect someone’s day-to-day life.
What happens after the meeting?
We make sure any plan of action is carried out, questions are answered, and information is communicated. We ensure that our clients and their family members are comfortable with the decisions made.
Do you handle taxes or manage money yourselves?
No, but we help make sure the person is represented and understood by whoever does.
Let's Start the Conversation
If you’re not sure whether what you’re dealing with is something we can help with, that’s a normal place to start. Tell us what’s going on, and we’ll help you figure out the next step.