For professionals
Keep your clients’ trusteeships on track.
We handle the back-office work for family trustees and attorneys in Alberta: records, reconciliations, court-accounting schedules and benefits applications. Your client stays in charge.
Who we work with
Estate and elder law lawyers
Organized records and schedules your client can review before they go to the court.
Social workers and discharge planners
We can provide information they can share with families taking on a new trusteeship.
Care homes and care teams
Back-office support for families managing a resident’s affairs.
Who we help
We serve family members acting as trustee under a trusteeship order, or as attorney under an Enduring Power of Attorney.
Family trustees and attorneys
Set-up, monthly administration, court-ready schedules and benefits support, for as long as they need it.
Trustees who keep their own records
An accounting-only package: we organize and reconcile their records and prepare the schedules for one accounting.
What to expect
Organized records
Statements, receipts and documents kept in order from the first month.
Court-ready schedules
Accounting schedules prepared for the trustee to review before they go to the court.
Plain-language updates
Trustees understand where things stand, without the jargon.
Clear boundaries
We never hold client money or give legal advice. Decisions stay with the trustee.
Referring is simple
Refer
Send us the family’s contact details using the form below, with their permission.
We reach out
We contact the family within two business days.
We keep you informed
With the trustee’s consent, we let you know how things are going.