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Intake
You introduce Holding Ground to the family. They complete a brief confidential intake on their own timeline.
Introduction
The Operational Coordination Layer For Post-Loss Administration.
When a client dies, the family typically turns to the trusted professionals already in their life—the financial advisor, the accountant, the family attorney. The questions they bring are rarely within those professionals' scope: How do we close his accounts? Who notifies Social Security? What do I do with the subscriptions? Holding Ground exists to be the answer you can hand them—a vetted, bonded, fixed-fee operational partner that takes on the administrative coordination so you can keep doing what only you can do.
Who We Help
We primarily support adult children, surviving spouses, and named executors managing the post-death administrative load. Our work begins the moment the family realizes how many institutions need to be notified, accounts closed, and documents gathered—and continues until the estate is operationally closed.
How We Work With You
We Take The Operational Work So You Stay In Your Lane.
You are not the family's call center, executor coach, or paperwork coordinator—but you are often the only professional they trust enough to call. Holding Ground gives you a credible, structured place to point them. We handle the administrative coordination quietly and professionally, keeping you informed without pulling you into operational decisions.
We free your time from administrative requests outside your scope
We coordinate with you on accounts, beneficiaries, and asset transitions
We never give financial, legal, or tax advice
We surface anything that requires your professional input early
We keep client communication calm, consistent, and documented
We provide a final report you can keep in the client file
Referral Process
A Predictable Handoff—For You And The Family.
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Triage
Within 48 hours we map urgent administrative work, confirm scope, and identify which professionals (you included) need to stay in the loop.
03→
Coordination
We execute notifications, account closures, and institutional outreach—coordinating with you on items that touch your relationship with the family.
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Tracking
The family receives weekly progress reports. You can request status updates on shared clients at any time.
05
Resolution
We deliver a final completion report. Your client relationship continues forward without administrative friction.
What We Handle
- Notifications to Social Security, pensions, and benefit administrators
- Bank, brokerage, and credit account closures
- Subscription, utility, and recurring service cancellations
- Insurance claim coordination
- Asset inventory and document organization
- Coordination with attorneys, accountants, and financial advisors
- Weekly executor communication and final completion report
What We Do Not Handle
- Financial planning, investment advice, or asset management
- Legal advice, court filings, or document drafting
- Tax preparation or accounting opinions
- Fiduciary decision-making of any kind
- Anything that crosses into a regulated professional's scope
We are administrators, not attorneys, accountants, or fiduciaries. The professional decisions stay with you.
Operational Relief
Problems We Reduce For Your Practice
Off-scope phone calls from grieving client families
Pressure to make informal referrals to attorneys, form helpers, or estate services
Reputation risk from referring clients to unvetted providers
Lost time on administrative coordination outside your professional scope
Family frustration when no one owns the operational follow-through
Gaps between professional advice and the institutional execution required
Why Professionals Refer Us
Credibility, Confidentiality, And A Clear Scope.
Holding Ground is bonded and liability-insured. Every coordinator works under written confidentiality protocols and a fixed scope-of-work that explicitly preserves your professional relationship with the family.
We are scope-disciplined to the point of being slightly boring about it. We do not advise. We do not interpret. We do not freelance. We coordinate, document, and report—and we tell you when something needs your attention.
Our engagements are fixed-fee, paid by the family, with no commissions or referral economics. The relationship is built on shared standards of care, not on financial alignment.
Trust Indicators
- Bonded and liability-insured coordinators
- Written confidentiality and scope-of-work protocols
- Fixed-fee engagements with transparent client pricing
- No commission, kickback, or referral fee arrangements
- Mutual NDA available for any partner relationship
- Documented audit trail and final completion report
Collaboration Models
Ways We Can Work Together
Per-Client Referral
You introduce individual client families as situations arise. We engage directly with the family under a fixed-fee scope.
Preferred Provider Listing
Holding Ground appears in your client resource materials as a vetted operational partner alongside other trusted professionals.
Strategic Practice Partnership
For practices serving high-net-worth or multi-generational families, we operate as a named operational partner with a defined working cadence.
Common Questions
Questions Professionals Ask Us
Will you give my clients financial or tax advice?+
No. We are administrative coordinators, not advisors. We escalate any question outside our scope back to the appropriate professional.
Are there referral fees or commissions?+
No. We do not pay or accept referral fees. The partnership is built on trust, not financial incentive.
What if the family already has an attorney?+
Excellent—we coordinate directly with them. Our presence makes the attorney's job easier, not redundant.
Can you work with families outside my region?+
Yes. Our coordination is administrative and largely remote, which means we support families globally.
How do you protect client information?+
Encrypted systems, role-based access, signed coordinator confidentiality agreements, and mutual NDAs with referring partners on request.
What does the family pay?+
Fixed-fee engagements scoped at intake. We share our standard fee structure with referring partners on request.
Resources
Referral Packets & Practice Resources
Request a partner packet for your practice. Each packet includes a one-page overview, a sample family handoff letter, our scope-of-work boundaries, and a confidential intake form you can pass to families.