For professionals
The hours that don't fit your practice.
Every professional who serves a death sees the same gap: the clerical, physical, unglamorous middle of an estate that belongs to nobody's license and eats everybody's time. That middle is our whole business. No referral fees in either direction, ever, so a recommendation stays a recommendation.
Probate attorneys
You tell the executor to bring you the inventory. We're who does the bringing.
The boxes of unsorted paper, the missing statements your paralegal chases, the house full of property nobody has listed: none of it bills cleanly, and all of it delays your file. We take it off your desk and hand back a source-linked asset map, where every account, debt and value cites the scanned document it came from, alongside a searchable archive of the underlying records. Your client arrives organized instead of overwhelmed.
The boundaries are the point. We are not a law firm, we never interpret instruments or advise on rights, and when you're engaged we work under your written direction. One executor is the single instructing voice. Chain of custody runs from sealed intake to signed shred manifest, we maintain custodian-of-records discipline, and we can authenticate production by business-records affidavit if a file ever ends up in front of a judge. Nothing is destroyed without the executor's itemized sign-off, and every page is imaged first.
One more thing your practice can't structurally offer, through no fault of yours: you represent the executor, so the other heirs experience even perfect work as one side's version. Our record goes to every heir simultaneously, from a neutral party with nothing to gain. It tends to lower the temperature of exactly the families that raise it.
Trust administrations fit the same shape, and often need it more: with no court watching the trustee, beneficiaries have even less visibility than probate heirs, and a neutral simultaneous record earns its keep fastest exactly there.
Funeral directors
Your care for a family ends around two weeks. Their hardest months start right after.
Every family leaves your arrangement conference facing the same second job: the house, the paper, the accounts, the belongings. Most aftercare products are cards and check-in texts. This is the other kind: someone who actually takes the work.
The simplest way to offer it costs your home nothing: a folder your staff hands each family, with a genuinely useful first-week checklist, the deadlines nobody warns families about, and our number. Families who need us call us directly; families who don't still leave with something that helped, from you. No wholesale commitment, no staff work, no liability on the home, and your families get an answer to the question you hear at every conference: "what do we do about the house?"
Hospice and senior living
Bereavement programs need real content. Communities need units back without becoming the villain.
For bereavement coordinators: your thirteen months of follow-up meet a family whose practical burden peaks around week four, exactly when the casseroles stop. Estate help is the aftercare content families actually use, and we work as a documented referral partner with everything in writing.
For senior living communities: the unit turnover after a death puts your staff in three bad roles at once: chasing rent from a grieving family, disposing of belongings under an abandoned-property clause, and standing as the default suspects the first time someone says a ring is missing. Our documented pack-out, one to two days, everything photographed and inventoried on camera before it moves, returns the unit fast, treats the family gently, and protects your staff with an independent record made by a party who works for neither side. We document what exists at arrival; that honesty is what makes the record worth anything.
The rules that make us safe to refer
You're lending your name when you refer. These are the lines that protect it:
- No referral fees, either direction. We don't pay for referrals and we don't accept payment for ours.
- Not a law firm, and acts like it. No advice, no interpretation, no form-selection for legal effect. Facts to counsel, always.
- Never the fiduciary. The executor stays the executor. We never hold estate funds or valuables, at all.
- Insured and bonded. General liability, professional liability, cyber and a dishonesty bond, before the first box.
- The executor's authority, on paper. Institutional requests go out under the executor's own signature; we prepare and track.
- Data handled like it matters. Encrypted storage, one-year sealed retention, then certified deletion with a certificate to the executor.