Advocating for Families and Legacy
Addressing family dynamics during times of transition.
Why a Trust Consultant?
We facilitate a necessary process. The death of a trustee may require families to work together to either file estate tax returns or work with their attorneys to complete estate obligations.
In some cases, this first step may be addressing the needs of the Trustee/Trustees.
When making decisions together or discussing potential transactions such as valuing real estate or something as simple as a conversation with a new accountant for the family.
Our team specializes in identifying personal family goals, and tactfully working through this process with you.
What my Team does:
Work with the family to put together a strategic plan.
Manage the communication process between trustees and family members
Facilitate relationships and consult with attorneys, accountants, financial planners, and other trusted professionals to guide your family
Evaluate progress, then chart a course forward to help you get where you want to be.
Together we will navigate your new circumstances, execute strategies, and make decisions with clarity and confidence.
What you should expect from your team:
(attorneys, accountants, financial planners, and other trusted professionals):
Comprehensive Estate Planning: Crafting a robust estate plan, including trusts and tax-efficient strategies, to facilitate smooth wealth transfer.
Financial Education: Prioritizing financial literacy among heirs to equip them with the knowledge and skills needed for responsible wealth management.
Family Governance: Establishing family governance structures to foster open communication, shared values, and responsible decision-making.
Sustainable Wealth: Focusing on sustainable investments and responsible stewardship of wealth for future generations.
Professional Advisory Team: Collaborating with a team of trusted advisors, including wealth managers, lawyers, and tax experts, to navigate complexities.
Philanthropic Legacy: Incorporating philanthropic initiatives that align with family values and contribute positively to society
About Sandi Herrera
Sandi Herrera has been consulting for many years and has been helping families preserve and manage trust directives for over 6 years. She is skilled in contract negotiations, trust documentation, and executing trust directives that serve the deceased wishes while ensuring those named will continue to benefit and preserve their generational wealth.
Sandi has an innate ability to see all sides and provide viable options to serve the best interests of all parties involved.
“It helped us to be organized. We met on Zoom and determined what we wanted to do with some real estate prior to meeting with the attorney who charged $800 per hour. Extremely helpful.”
“Having someone to facilitate my siblings and me calmly was helpful in our time of grief. We couldn't even think.”
“When we needed neutral third-party professionals, her connections were priceless in helping our family.”
What people are saying:
Get in Touch
Schedule a 15-minute high-level exploratory call to move toward securing your family’s legacy. Hourly and contract engagements available.