Digital Resources
Private Family Information:
Establishing a Family Cemetery
Senior Estate Concierges:
The Senior Estate Concierge
Probate Court Links:
Harris County Probate Courts Directory
Fort Bend County Probate Website
Unclaimed Property Links:
Texas' Official Unclaimed Property Site
National Association of Unclaimed Property Administrators (NAUPA)
How to Find Out if a Life Insurance Policy Exists
Life Insurance Policy Locator:
NAIC Life Insurance Policy Locator - Find Lost Life Insurance Benefits
Directory of Independent Trustees:
ITA | Professional Association of Independent Trustees
How to get started.
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01
Complete Our Online Intake Form
Get started from the comfort of your home by filling out our easy-to-use online intake form. This helps us gather important details about your situation, so we can hit the ground running when we meet.
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02
Call Us Directly
Prefer to talk? We’re just a phone call or email away. Reach out to us with your questions or concerns, and one of our friendly team members will guide you through the next steps in protecting your assets and family.