Managing an estate or stepping in as a fiduciary often involves more than one moving part. Legal questions, tax filings, financial decisions, property sales, and healthcare coordination can all come into play. No single person can (or should) handle all of these alone — that’s why collaboration is key.

As licensed fiduciaries, we regularly work alongside trusted professionals to ensure every aspect of your plan is carried out properly:

• Attorneys draft and update estate planning documents, advise on legal matters, and guide probate when needed.
• CPAs and tax preparers ensure filings are accurate and deadlines are met, while also helping us manage financial reporting.
• Real estate agents and appraisers assist with valuing, maintaining, or selling property to protect estate assets.
• Financial advisors and banks help us manage accounts, investments, and transactions in line with your plan.
• Medical providers and care teams give us insight into health needs so we can coordinate care effectively.

Our role is to bring these professionals together, oversee the process, and make sure everyone is aligned with your wishes. This coordination not only saves time and prevents errors but also gives you confidence that your affairs are managed seamlessly and responsibly.In short: We don’t work in isolation — we act as the hub that connects attorneys, CPAs, advisors, and care providers, making sure everything is handled with consistency and in your best interest.