Our Services

AnchorPoint provides experienced estate settlement and fiduciary-informed support to help families, executors and trustees organize and navigate the complex details surrounding estates and trusts. Services may include asset and account organization, document coordination, estate settlement support, trustee and executor support, and Special Needs Trust support.With 30 years of institutional fiduciary experience, AnchorPoint brings a practical understanding of trusts, estates and financial institutions to each engagement.

AnchorPoint does not replace your attorney, CPA or financial advisor. We work alongside your professional team.Attorneys provide legal advice and estate planning. CPAs provide tax advice and tax services. Financial professionals provide investment and financial planning services. AnchorPoint helps organize and coordinate the details surrounding the estate or trust so families, executors and trustees can stay informed, prepared and on track.Your professionals provide the expertise. AnchorPoint helps organize the details around it.

You do not have to wait until someone dies. AnchorPoint can help before, during and after an estate or trust transition.Before: Organize important information, prepare for future transitions and help trustees and families understand what needs to be in place.During: Support trustees and executors with organization, asset and account tracking, documentation and follow-through.After: Help families navigate the administrative details that arise during estate settlement and trust administration.Our goal is simple: help you prepare today so there is less confusion and uncertainty tomorrow.