Their Matters for Advisors
The months after a death are when heirs leave.
You already know the pattern. The parent dies. The children inherit the accounts. Within a year most of them have moved the money. The reason is not performance. It is that the hardest months of the relationship were a stack of probate paperwork you were not in.
Their Matters puts you in that file. We settle the estate. You remain the advisor. The heirs meet you as the person who made the next year smaller, not as a name on a quarterly statement.
We are not taking cases yet. Arizona and North Carolina are first. We will not open in a state until a lawyer licensed there has reviewed a complete filing packet we produced, because the alternative is finding out we were wrong using somebody’s actual estate. Ask us to write when that changes.
You stay visible
The family sees your name on the plan. Status goes to you and to the executor. You are not a CC on a court filing you did not know was happening.
We do not take the assets
We do not custody, we do not advise on investments, and we do not introduce a successor advisor. The book is yours. Administration is ours.
A number you can say out loud
The fee is flat and on the public site. You will not have to explain a percentage of the estate to a child who just lost a parent.
What we need from you
A call when a client dies, or a family you are already sitting with. Date of death, domicile, a rough picture of the accounts, and whether there is a will. We take it from there. You are copied. You can stay as involved as the family wants.
There is no revenue share on the estate, and no solicitor fee dressed up as one. If we ever pay a firm for the introduction, it will be a flat marketing fee set in advance, the same for a small estate and a large one.