The Lanternmark partner program

Your referral. Our project manager. One written record.

The partner program is for the five advisor types who sit closest to a major life transition — estate-planning attorneys, elder-law attorneys, hospital case managers, geriatric care managers, and senior living advisors / trust officers. One Lanternmark coordinator takes the project off your desk and runs it under your letterhead, on your watch list, with a written handover your office can subpoena if it ever has to.

Send the handoffDownload the partner one-pager

What white-label handoff means at Lanternmark

White-label, by design — your letterhead, your naming, our execution.

When you hand a family to Lanternmark, we run the engagement under your voice, not ours. The intro packet goes out under your firm's letterhead, the closeout summary lands in your case-management template, and the family keeps hearing you through the project. Lanternmark shows up behind it as the project manager you sent them to.

The four moments of the handoff

  1. 01

    Your handoff

    You send one email or place one call once the family is in motion. We capture the situation, the constraints, the case context your office already has, and what you need back in writing.

  2. 02

    Same business day

    A Lanternmark coordinator acknowledges the referral and writes a confirmation back to your office — naming who on our side now owns the engagement, and what we'll need from you to begin.

  3. 03

    Within 1 business day

    The coordinator reaches the family. The intro packet goes out under your letterhead, the schedule is set, and vendor work begins — never improvised, always tracked against whatever watch list your office provided.

  4. 04

    Day one for the family

    The family sees one phone number, one coordinator, one schedule. The Lanternmark coordinator becomes the operational counterpart to your advisory role — your office stays out of the moving-day group thread.

01

Partner type

Estate-planning attorneys

For trusts, wills, and estate administration — when a client's transition out of a home, out of a hospital, or out of a digital life lands on your desk, Lanternmark is the project manager your client calls between your meetings.

What you hand off

  • The client's full name, the matter type (estate administration, trust administration, pre-sale transition), and what stage the matter is at
  • Any hard deadlines the family must hit — probate calendar, deed transfer, hospital discharge, attorney for the trustee sign-off

What the family receives

  • One Lanternmark coordinator who keeps the family off your desk from intake through close, with a written milestone update when you ask for one
  • A written handover packet at engagement close — what was kept, sold, donated, closed online, and where every receipt and credential lives — formatted to read like a probate exhibit
02

Partner type

Elder-law attorneys

For Medicaid planning, guardianship, long-term care, and elder-care coordination — when the family needs someone to physically execute the move, close the household, and stand up the new care plan, Lanternmark is the operational arm that runs the project between your filings.

What you hand off

  • The client and any authorized representative, the matter posture (Medicaid application, guardianship petition, LTC placement), and what decisions the family has already made
  • Any go-bag items — key inventory lists, medication and prescriber list, advance directives and POLST location, and what must reach the new residence the same day

What the family receives

  • A bedside-to-residence move run as one schedule with one coordinator, including medication reconciliation and durable-medical-equipment handoff
  • A written household-closing summary at engagement close so your firm's next filing (or audit) has the receipts and credential inventory it needs
03

Partner type

Hospital case managers

For discharge planning and transitional care — when the discharge order is signed and the family has 48–72 hours to set up a safe residence for a fragile patient, Lanternmark is the single call that turns the discharge checklist into a working plan.

What you hand off

  • The patient, the unit and case manager, the discharge date and target destination (home, family, facility), and the clinical constraints the plan must respect
  • The standing order set the patient leaves with — medications, durable medical equipment, home health, follow-ups — and any safety flags the plan must build around

What the family receives

  • A bedside-to-residence move executed on the discharge day with one coordinator who owns the full checklist and updates the unit when each step lands
  • A written discharge-day report delivered back to the case manager naming what was set up, what was rescheduled, and what is still open at handoff
04

Partner type

Geriatric care managers

For ongoing care coordination and family-advisor relationships — when a long-term client is moving out of a residence, transitioning levels of care, or settling a household around a death, Lanternmark is the project manager you bring in to execute the operational half of the plan.

What you hand off

  • The client, the household composition, your assessment of the family's capacity to absorb decisions, and what stage of the care plan the transition sits in
  • Whatever you have already drafted — level-of-care letter, family-meeting notes, vendor watch list, advance directives — that should flow into the Lanternmark engagement

What the family receives

  • An executed transition run as one engagement, with a coordinator who keeps the family on the plan you set rather than improvising a new one
  • A written close-out summary that maps each care-plan milestone to what was actually set up, so the next GCM reassessment starts from ground truth
05

Partner type

Senior living advisors & trust officers

For senior-living placements and fiduciary / trust work — when a placement decision has been made, when a trust-funded move needs executing, or when a settlor's household has to be wound down, Lanternmark is the operational counterpart that carries the day the placement or the trust calls for.

What you hand off

  • The client, the placement decision (or the trust matter), the funding mechanism and any fiduciary constraints the transition must respect
  • A pre-decided inventory and disposition wish list — what must reach the new residence, what should be sold, donated, or distributed to named beneficiaries

What the family receives

  • A move and household-close engagement run to the placement or fiduciary plan, with vendor and disposition work tracked against your watch list rather than improvised
  • A written close-out summary that names what reached each destination, what funds or proceeds were realized, and what receipts and credential inventories exist for the trust file

Why partners trust Lanternmark with their clients

Three things that hold steady, every referral.

What the family experiences under your letterhead

One call, one form, one coordinator — for the whole project.

Underneath the handoff, the family sees a single point of contact for everything. The Lanternmark coordinator who took the intake call is the same person who answers the phone on move day and the same person who signs off on the closeout summary — no relaying, no group thread, no second voice.

  • One phone number routed to the coordinator from day one — not a switchboard, not a queue, not an intake form they have to wrestle with.
  • One schedule owned by one person, with vendor and disposition work tracked against your watch list rather than improvised on the fly.
  • One written handover at engagement close — what was kept, what was sold or donated, what was closed online, and where every receipt and credential lives.
  • No improvisation that reopens decisions your office already made — the plan stays the plan, with the coordinator carrying it end to end.

One call, one form, one coordinator.

When you've decided the handoff is next, here's what's open.

A one-page PDF you can email to the family at the moment of handoff.

Send the handoffDownload the partner one-pager

Or, if you'd like to talk it through first, call us at (510) 941-2114 — a coordinator will be on the line.

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