Your clients deserve coordinated support. We are ready to be your trusted partner.

This page is for elder law attorneys, estate planning attorneys, financial advisors, geriatric care managers, CPAs, social workers, and other professionals who work with seniors and their families.

Peritus & Company is the rare firm that can address aging transitions from two directions at once: the readiness and organizational side (Bernard) and the fiduciary and legal execution side (Dagmar). When you refer a client to us, you are referring them to a team that will handle the full scope of complexity — not just one piece of it.

For Attorneys:

• Professional fiduciary to serve as trustee, successor trustee, or agent under power of attorney

• Estate administration coordination and document management

• International estate matters with multilingual documentation capability

• Heir location and beneficiary coordination

• Probate support and family liaison services

For Financial Advisors:

• Daily money management and bill pay when clients can no longer self-manage

• Financial organization and document access for clients and their families

• Coordination with existing financial relationships — we work alongside your advisory relationship

• Aging readiness assessment to surface needs before they become crises

For Geriatric Care Managers and Social Workers:

• Fiduciary services when clients have no appropriate family to manage financial or personal affairs

• Property management, home safety, and decluttering support

• Life system organization to reduce overwhelm for clients and families

• Coordination of the financial and administrative side of care transitions