Certified estate custody

The document arrives when it matters most.

Wills, trusts and directives held as verified originals — released to the right person, at the right moment.

70% of heirs leave the family advisor1 in 4 wills are never located10 min to deposit and designate

How it works

Four steps. Then it just holds.

The signed original is certified on intake.

You name who receives what, and when.

Identity is confirmed before anything moves.

The right document reaches the right person.

Stay the firm of record for the next generation.

One place your family will actually find.

Hold the relationship through the transfer.

Know what exists, and what to do next.

“The family called on a Sunday. The trust was in their hands before Monday.”
Estate partner, Charlotte NC