For Attorneys, Advisors & CPAs
Your Expertise. Their Plan. Our Support.
Trust and estate operations support for attorneys, CPAs, and advisors
The plan is signed. Then the work begins: accounts that never get retitled, paperwork that stalls with the client, and follow-up that eats your staff’s time.
AnchorPoint Estate Services handles the administrative follow-through, so your team can stay focused on legal, tax, and investment advice. We bring more than 30 years of institutional trust and estate administration experience, including Special Needs Trust administration.
Your client relationship stays yours. We communicate only within the scope you authorize, and we refer every legal, tax, or investment question back to you.
How AnchorPoint Complements Your Firm
Your Firm
AnchorPoint
Estate Planning
Legal advice, documents, and strategy
Estate & Trust Organization
Information and document organization
Tax preparation and advice
Investment advice and planning
Asset And Account Organization
Asset and account inventories
Probate & Legal Administration
Special Needs Planning
Professional guidance and compliance
Executor/Trustee Organization And Follow-Through
Follow-up on outstanding items
Trust funding paperwork and status tracking; Trustee and executor recordkeeping support
We complement your work. We don't replace it.
Special Needs Trust Support
Helping Trustees Stay Organized After the Legal Plan Is in Place
Your firm creates the legal plan. AnchorPoint can help trustees navigate the ongoing organizational responsibilities that follow.
Drawing on more than 30 years of fiduciary experience, including Special Needs Trust administration, AnchorPoint can assist with:
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Trust record organization
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Asset and account inventories
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Administrative tracking
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Distribution documentation organization
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Trustee preparation
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Coordination of information with attorneys, CPAs and financial professionals
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Ongoing record organization
AnchorPoint does not provide legal, tax or investment advice. We work alongside the professionals responsible for those areas.
Estate & Trust Organization
Digital storage provides a place for important information. AnchorPoint helps clients understand what they have, what may be missing and what needs attention.
We can help organize:
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Assets and accounts
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Estate and trust documents
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Insurance
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Real estate
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Professional advisors
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Beneficiary information
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Important contacts
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Trustee and executor information
Clients may use their own secure digital storage solution or one provided by their estate planning firm.
The technology stores the information. AnchorPoint helps bring organization, clarity and follow-through to the information.
More Than Document Storage
Trustee & Executor Support
Turning a Complex Process Into an Organized One
Trustees and executors often face multiple accounts, institutions, documents, beneficiaries and professional advisors at the same time.
AnchorPoint helps create an organized roadmap and provides practical support with:
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Asset and account inventories
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Financial institution tracking
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Document organization
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Beneficiary and professional contact information
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Status and follow-up tracking
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Distribution documentation
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Information coordination
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Preparing organized information for attorneys and CPAs
You handle the legal and tax matters. We help organize the details around them.
Why Refer a Client to AnchorPoint?
30 + Years of Fiduciary Experience
Professional experience in trust and estate administration, including Special Needs Trusts and complex fiduciary matters.
Complementary — Not Competitive
AnchorPoint does not provide legal, tax, accounting or investment advice.
A Resource for Your Clients
We help families, executors and trustees stay organized and better prepared to work with their professional advisors.
A Bridge Between the Plan and the Details
We help clients move from “the documents are in place” to “we know what we have, what needs attention and what comes next.”
Have a Client Who Needs Additional Support?
AnchorPoint Estate Services can serve as an experienced resource for families, executors and trustees who need help organizing and navigating the details surrounding estate and trust matters.
Let’s explore how AnchorPoint can complement your client experience.
704-589-9418
info@anchorpointestates.com
AnchorPoint Estate Services is not a law firm and does not provide legal, tax, accounting or investment advice. We work alongside attorneys, CPAs, financial advisors and other trusted professionals.