For attorneys, advisors, and fiduciaries
You handle the legal and financial side, and Quiet Anchor handles everything around it. That means the calls, the forms, and the follow-up, so the family arrives at your office organized instead of overwhelmed and your billable hours go toward the work only you can do.
Texas only · No referral fees paid or accepted · Independent engagement
None of it is legal work, and all of it takes your time.
Who I work with
I work with estate and elder law attorneys, financial advisors and CPAs, professional fiduciaries and trust officers, and senior move managers. In short, anyone whose client has just lost someone and now has a hundred administrative tasks standing between them and the work you were actually retained to do.
I'm not competing for your role, and I wouldn't want it. What I take on are the tasks that don't require your license and are eating your time anyway.
The handoff
The intake work that otherwise happens in your conference room.
Your first meeting starts with organized information instead of a shoebox.
The follow-up nobody wants to bill for.
The family stops calling your office for a status update, because they call me instead.
For the client updating an estate plan who wants their family prepared for the practical side as well.
Wills, trusts, titling, and inheritance stay entirely with you. What I build is the logistics layer that sits underneath your documents.
Before you send anyone my way
When you refer someone, you're putting your name on it, so you should know exactly where I stop.
I pay no referral fees and accept none, which means no revenue share, no reciprocal arrangement, and no gifts. Please send families my way only when it genuinely serves them.
I'm not an attorney, financial advisor, CPA, insurance agent, or funeral director, and I give no legal, financial, tax, or insurance advice, so anything approaching those questions goes straight back to you.
I'm not an executor, administrator, or trustee, and I hold no legal authority over any estate.
I never take custody of client funds, so every payment goes directly from the family to the vendor, and my flat fee is the only money that moves between us.
I sign nothing on anyone's behalf and negotiate no contracts, because my part is to prepare while the family reviews, signs, and submits.
I contract directly with the family, not with your firm. My engagement is separate from yours, and I share information with you only when the family asks me to.
If a question lands in your territory, I say so and send it back to you the same day. That's the arrangement, and it doesn't bend.
How a referral works
Beyond referrals
Standing arrangement. Some firms would rather every after-loss client hear the same thing, so I'll put together a one-page handout carrying your firm's name. That way your staff has something to hand across the desk instead of an explanation to give.
Client education. I can co-host a workshop or a short session for your clients on what actually happens in the first thirty days after a death. You cover the legal side, I cover the practical side, and nobody sells anything from the front of the room.
Overflow support. If your paralegal is spending hours chasing account statements and policy numbers, that work can come to me at a flat fee instead of running against your hourly rate.
Get in touch
If you'd like to understand how I work before sending anyone my way, that's the right instinct. I'm glad to walk you through it, and just as glad to tell you if I'm not the right fit for your clients.
And if you have a family who needs help right now, say so and I'll move them up the queue.