No confidential client list required
Provide our resource sheet to the client or obtain permission for a three-way introduction. The authorized client normally contracts with and pays us directly.
Clear professional boundaries
We do not give legal advice, prepare estate documents, handle estate funds, value property, negotiate real estate, perform repairs, or accept a share of another professional’s fee.
Referral-ready documentation
Our operating model is built around written authority, scope confirmation, key logs, time-stamped reports, direct vendor contracting, privacy, and escalation procedures.