For professionals · Handoff

What happens after you refer. White-label for your firm.

One Lanternmark coordinator takes the family off your desk and runs the project end to end — under your letterhead, your case-management naming, and your team's voice.

Two minutes, end to end

Four columns. One project. Two minutes.

The handoff reads the same regardless of where you sit with the family — what you do, what Lanternmark takes over, what the family experiences, and what flows back to your office.

01
What you do
A one-call handoff.
- Send one email or place one call once the family is in motion.
- Hand off context the family cannot reconstruct themselves.
- Stay out of the moving-day group thread.
02
What Lanternmark takes over
Everything downstream.
- One coordinator, one schedule, one bill from intake to close.
- Vendor and disposition work tracked against your watch list.
- A written closeout that reads like a probate exhibit.
03
What the family experiences
A single point of contact.
- One phone number routed to the coordinator from day one.
- Your letterhead on the intro packet and the closeout deliverable.
- No improvisation that reopens decisions your office already made.
04
What flows back to you
Written record, your format.
- Milestone updates only when you ask, in your case-management shape.
- A final packet naming what was kept, sold, donated, closed, where.
- A receipt inventory the estate or trust can subpoena if it must.

Tailored to: Estate-planning attorney · Elder-law attorney · Hospital case manager · Geriatric care manager · Senior living advisor / trust officer.

White-label, by design

Your letterhead, your case-management naming, your team's voice.

The intro packet goes out under your firm's letterhead; the closeout summary arrives in your case-management template, not ours. The family keeps hearing your voice through the engagement; Lanternmark shows up behind it as the project manager you handed them to. You stay the firm's counsel, advisor, or fiduciary of record — we are the operational arm that executes the plan.

What flows back to your office

Three written deliverables, in your house style.

01
A milestone update.
Each time you ask, the same coordinator sends a written status update that names what was set up, what was rescheduled, and what is still open.
02
A closeout summary.
At engagement close, your office receives a written receipt: what was kept, what was sold, donated, or disposed of, what was closed online, and where every credential and document lives.
03
A trust-ready file.
Receipts, vendor invoices, credential inventories, and disposition records — formatted so your next filing, audit, or fiduciary report reads from ground truth.

Common referral-partner questions

When you're ready to refer

Walk the handoff. Then send it.

Use the form below to send the referral. One email from your desk is enough for a Lanternmark coordinator to open the engagement and reach the family within one business day.

Send the handoff Download one-pager Or call (510) 941-2114

Referrals also accepted by email.

Send the handoff

Tell us where you sit with the family.

One form, sent in under a minute, is enough for a Lanternmark coordinator to open the engagement and reach the family within one business day.

Documents and attachments: please send them separately after submitting. File upload is coming in a later pass.

What happens after you refer. White-label for your firm.

Four columns. One project. Two minutes.

A one-call handoff.

Everything downstream.

A single point of contact.

Written record, your format.

Your letterhead, your case-management naming, your team's voice.

Three written deliverables, in your house style.

A milestone update.

A closeout summary.

A trust-ready file.

How white-label is the handoff really?

Who on my client's file knows my office is involved?

How is Lanternmark's fee set on a referred engagement?

How fast can a coordinator be in motion after I refer?

What do I hear during the engagement?

Walk the handoff. Then send it.

Tell us where you sit with the family.