Have you been named Trustee, Personal Representative, or POA?
It’s a legal role with personal financial risk, and no one hands you a manual. We fill the non-legal gap alongside your attorney.
Book a Free 15-Minute CallFree. No obligation. Prefer to meet in person? Coffee’s on us.
Get the Free Fiduciary Risk ChecklistWhere it goes wrong
- Insurance can quietly stop covering a vacant house without you ever knowing.
- A well-meant decision can breach your duty as a fiduciary, exposing you to financial risk.
- A family dispute can end up in court, with you personally exposed.
How we help
- Spot property and insurance risks early.
- Explain the process in plain English.
- Keep the family in a good place while you do the work.
20+ years in estate, trust, and power of attorney real estate
- CPRES (Certified Probate Real Estate Specialist)
- Trained Mediator
- Commercial and Residential Development
- Fiduciary-Managed Real Estate Expert
- Licensed Builder
- Insurance Professional
- Senior Real Estate Specialist
- Complex Transaction Management
What happens after you reach out
Tell us what you’ve been handed.
A free 15-minute call, or coffee if you prefer. Describe the property and your challenges, and we’ll help you know what to watch for.
Get a plain-English risk picture.
We review the property, insurance coverage, and the timeline, and flag what could expose you. We work alongside your attorney, never in place of one.
We coordinate the hard parts.
Cleanout, repairs, preparation, and sale: we bring in trusted people and manage them. When family tensions arise, we help manage the temperature and keep things moving.
Attorneys and CPAs: we take on property logistics, risk checks, and family communication so you can practice law and offer solid counsel.
See how we work with legal professionals →