Professional Partners
For Elder Law & Estate Planning Attorneys
A reliable referral partner for your clients who need professional daily money management, fiduciary administrative support, and documentation organized for attorney or court review.
Your clients need more than legal documents — they need someone to execute the financial administration that makes those documents effective. When a POA is signed, someone needs to manage the principal's bills. When a trust is funded, someone needs to reconcile the accounts. When an executor is appointed, someone needs to organize the financial records.
Granitefield Financial provides the professional daily money management and fiduciary administrative support that your clients need. We provide administrative support to family members and professionals already serving in fiduciary roles. Monthly reports are organized for attorney or court review, documented approval workflows are maintained, and Granitefield coordinates directly with your office on client matters.
With professional liability insurance and SmartVault-encrypted document delivery, Granitefield operates at the professional standard your practice requires. We are a referral partner — not a competitor — and we never provide legal advice.
What's Included
Frequently Asked Questions
What reporting do you provide to attorneys?
Monthly financial summary reports with categorized transactions, reconciled balances, payment confirmations, and flagged irregularities. Reports are delivered via SmartVault and structured to support annual accountings and court filings.
What fiduciary support does Granitefield provide?
Granitefield provides administrative support to family members and professionals already serving in fiduciary roles. We handle the day-to-day financial administration — bill payment, reconciliation, reporting — while the fiduciary retains all authority and decision-making.
Can you support multiple clients from our practice?
Yes. We maintain separate engagement agreements, separate reporting, and separate documentation for each client. Many elder law practices refer multiple clients to us as a standard part of their care coordination.
Schedule a Free Consultation
A complimentary 15-minute call to discuss your situation and whether our services are the right fit.
Get Started803-500-4638Related Services
What Granitefield is. Granitefield Financial, LLC provides daily money management and financial administrative support. We work alongside your attorney, CPA, and financial advisor.
What Granitefield is not. We do not accept court-appointed roles — executor, administrator, or guardian of the estate — and Granitefield Financial, LLC does not serve as corporate trustee. We do not provide legal, tax, or investment advice, and we do not make investment decisions. Where we support a trustee or executor, that person keeps the authority and the decisions; we do the work and the reporting.