For attorneys
Your clients hold the authority. Saldo builds the record
Clients are left figuring out what is expected of them and how to do it. One referral, and Saldo documents every decision as it happens — a record you can point to if they are ever questioned.
Schedule a call
A problem you have seen
The reconstruction lands on your team
Families tend not to keep proper records during the management period. Bank statements in a shoebox. A spreadsheet someone started and abandoned. Nothing contemporaneous.
Then scrutiny arrives — a sibling dispute, a probate challenge — and rebuilding what nobody wrote down turns into detective work: statements pulled, memories tested, gaps nobody can close. Every hour of it avoidable, and all of it landing on your team.
Without Saldo
With Saldo
Flagged: Large transaction
Note: Care deposit increase. Facility sent written notice on March 10 — documentation on file.
What your client gets
A defensible record, built for sharing
A contemporaneous record, from day one.
Every financial decision made during the management period is documented at the time it happens — not reconstructed months later from memory and bank statements. The record exists before anyone thinks to question it.
A monthly report, signed off.
Each month your client reviews a clear summary of account activity, confirms it is accurate, and signs it. It goes to whoever should have visibility — family members, co-trustees, and you, if they add you to the list.
Corrected, never overwritten.
A signed report is frozen, with the date and your client’s name on it. A later correction is appended as an amendment that supersedes it and states what changed — the original stays exactly as signed. That is what makes it hold up under scrutiny.
How the referral works
About thirty seconds of your time. It lasts the whole management period
A power of attorney activates once, and that moment is the only window where a clean record can start from day one.
Suggest it when the authority activates.
At the close of your engagement, present Saldo as a record-keeping option built for the responsibility they are taking on.
We take it from there.
They set up their own account. You do not manage the relationship or field their questions.
The record builds itself.
If anything comes back to your desk — a dispute, a probate question — it is already there.
Let’s talk about your clients
Saldo is opening to a small number of attorneys handling estate and trust matters. If this sounds like a problem you see regularly, let’s spend thirty minutes together.
Schedule a callQuestions first? hello@withsaldo.com