For attorneys handling estate and trust matters
Saldo connects to the accounts they're managing, documents decisions as they make them, and sends a monthly update to the family. You make one referral. They leave your office with the infrastructure to do this job right.
A problem you've seen before
Families almost never maintain proper records during the management period. Bank statements in a shoebox. A spreadsheet someone started and abandoned. Nothing contemporaneous.
When scrutiny arrives — a sibling dispute, a probate challenge — the reconstruction often falls on your team. Paralegal hours spent piecing together incomplete records. A weaker case than if it had been documented at the time.
Your client came to you with shoeboxes of their loved one's documents. We can't fix what existed before. But the moment a POA activates is the only window where a clean record can be built from day one — complete, digital, and searchable. We make sure that window doesn't go to waste.
What Saldo does
The work that protects your client, done before it's needed.
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.
Each month, the agent reviews a clear summary of account activity, confirms it's accurate, and sends it to whoever should have visibility — family members, co-trustees, you if you want. Everyone aligned. No surprises.
When a dispute, a probate question, or an institutional review arrives, the record is already there — timestamped, organized, and in a format you can actually work with.
One referral. Your client leaves with the tools to do this job right.
How the referral works
It takes about thirty seconds. The value lasts for the duration of the management period.
At the close of your engagement, introduce Saldo as the tool their agent should be using from day one. We'll work with you on how to pass it along — a QR code, a one-pager, whatever fits how you work.
Their agent sets up their account, connects the accounts they manage, and gets a brief walkthrough from our team. You don't manage the relationship and you're not on the hook if they have questions.
From that point forward, Saldo runs in the background. Transactions get documented. The family gets monthly updates. If something ever comes back to your desk — a dispute, a probate question — the record is already there.
We're working with a small group of attorneys handling estate and trust matters. If this sounds like a problem you see regularly, let's spend 30 minutes together.
Schedule a callHave questions? hello@withsaldo.com