Why AnchorPoint Was Created
After more than 25 years working in trust and estate administration, I saw the same challenge again and again.
Families often left their attorney’s office with carefully prepared estate planning documents and excellent legal guidance. But once those plans needed to be put into action, many were left asking one simple question:
“What do I do next?”
They suddenly found themselves locating financial accounts, organizing important documents, communicating with financial institutions, and managing countless administrative responsibilities—often during one of the most difficult times in their lives.
AnchorPoint Estate Services was created to help bridge that gap.
We provide experienced administrative support that helps individuals, families, executors, and trustees organize information, coordinate important details, and move through estate-related responsibilities with greater clarity and confidence.
Featured Service
The greatest gift you can leave your loved ones is organization.
1 hr
From 75 US dollars
How We Help
Whether you are planning ahead or helping a loved one, AnchorPoint provides experienced estate planning support designed to keep important information organized and reduce unnecessary stress.
Our Services
01.Trust Funding Assistance
After your attorney prepares your trust, your assets still need to be properly transferred into it. Our Trust Funding Assistance service helps coordinate the administrative process of funding your trust by assisting with financial institution paperwork, communicating with banks and brokerage firms, coordinating with financial advisors, tracking the progress of account transfers, and organizing confirmation documents. We also maintain a detailed inventory of funded assets for your records.
02.Annual Estate Review
Life changes, and your estate records should change with it. Our Annual Estate Review helps keep your administrative records current by reviewing newly opened or closed financial accounts, beneficiary updates, trust funding status, advisor changes, and address updates. While your attorney handles legal document revisions, we help maintain accurate administrative records throughout the year.
03.Life Transition Assistance
Major life events often require updates to financial and estate records. Whether you are experiencing marriage, divorce, retirement, relocation, or the loss of a loved one, we assist with the administrative process of updating beneficiary designations, addresses, financial institution records, and account ownership documentation to help ensure your records remain current.
04.Reliable Notary Services
Our Notary Services Include: General Notarization – Certifying signatures on legal and business documents. Attestations & Oaths – Administering sworn statements and affirmations. Real Estate Documents – Notarizing deeds, affidavits, and mortgage paperwork. Business & Financial Documents – Notarizing contracts, agreements, and power of attorney forms. Estate Planning Documents – Ensuring wills, trusts, and healthcare directives are properly executed.
05.Document Organization & Asset Inventory
Protect your important estate documents with secure digital organization. We professionally scan and organize estate planning documents—including wills, trusts, powers of attorney, deeds, insurance policies, and other important records—into clearly labeled digital folders for convenient and secure access. Clients receive organized electronic copies to supplement their physical estate documents.
06.Be Kind to Your Executor™
The greatest gift you can leave your loved ones is organization. Your estate plan provides instructions, but your executor or successor trustee may still be left searching for important information. AnchorPoint helps you prepare a clear administrative roadmap so the people you trust have the information they need when the time comes. This service includes: Asset inventory organization, Financial account inventory, Estate document organization, Important contact list, Beneficiary information
We proudly assist:
Who We Help
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Individuals planning ahead
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Families
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Adult children helping parents
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Executors
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Successor Trustees
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Attorneys
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CPAs
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Financial Advisors
What We Don't Do
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We do not provide legal advice.
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We do not prepare legal documents.
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We do not provide tax advice.
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We do not provide investment advice.
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We do not represent clients in probate court.
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We work alongside your attorney, CPA, financial advisor, and other trusted professionals.
Why Choose Us?
Settlement Support
AnchorPoint Estate Services provides Estate Settlement Support to help families and fiduciaries manage the complex, time-consuming tasks that arise after the loss of a loved one
Value to Professional Teams
AnchorPoint helps reduce Estate Settlement Support burden and improve execution consistency for fiduciaries who are overwhelmed by process and paperwork. We improve organization and follow-through across institutions while enhancing communication between families and professional advisors. This allows attorneys and CPAs to stay focused on legal and tax strategy.
Exclusion Notice
AnchorPoint Estate Services is not a law firm and does not provide legal, tax, accounting, or investment advice. We provide experienced estate settlement support and Estate Settlement Services assistance that complements the work of your attorney, CPA, financial advisor, and other trusted professionals. Our services are designed to help executors and families navigate the Estate Settlement Services aspects of estate settlement and do not replace professional legal or tax advice.