Professional Partners
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. Granitefield may accept fiduciary appointments when properly authorized, or 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.
As an 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.
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.
Yes. Granitefield may accept appointment as financial agent under POA, trustee, executor or personal representative, guardian, or conservator when properly authorized and after the engagement is reviewed and accepted in writing. Granitefield also provides administrative support to family members and professionals already serving in these roles. Granitefield acts only within the authority granted by the applicable legal document or court order and the written scope of the accepted engagement.
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.
A complimentary 15-minute call to discuss your situation and whether our services are the right fit.
Get Started803-500-4638Learn the six-step process from initial conversation through written acceptance.
View Full ProcessGranitefield Financial provides daily money management, financial administration, and professional fiduciary administrative support when properly authorized or appointed. Fiduciary services are governed by the applicable legal document or court order and a written engagement. Granitefield does not provide legal, tax, investment, accounting, auditing, or financial-planning advice.