CLOSING AN ESTATE

Estate processing and transition project management

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When Life Crisis Strikes, Our Team is Ready to Assist

When Life Crisis Strikes, Our Team is Ready to Assist

We offer a unique service experience and collaborate with best-in-class professionals to ensure complex client circumstances are addressed discreetly, efficiently, and appropriately.

Below are real scenarios of what leads clients to Banister Advisors:

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DURING A HEALTH CONCERN

Full spectrum navigation for all ages

A married couple with a toddler learns at the 20-week, prenatal ultrasound for their new pregnancy that the baby has a severe kidney birth defect that could lead to premature labor and will most likely require corrective surgery as soon as possible after the birth …

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LATE IN LIFE TRANSITIONS

Strategic planning for complex elder care scenarios

Three adult sisters, all busy executives who are married with young kids of their own, are struggling to support their father as he tries desperately to navigate life with their mother, a retired physician … who refuses to accept a diagnosis of early-onset Alzheimer’s …

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END OF LIFE

Personalized bereavement support

A mother and father, stranded in Costa Rica while there for an experimental treatment for the late-stage cancer of their mid-20’s daughter, supports her as she experiences a life-imiting medical emergency and needs to urgently return home to say goodbye to extended family before her life ends …

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CLOSING AN ESTATE

Estate processing and transition project management

A small business owner in his 60’s gets a shocking call from an out-of-state doctor that his father has passed away and that as the next of kin he must now navigate everything that comes next to settle the affairs of the estate, including an unexpected inheritance, after over 5 years of estrangement and a history of childhood abuse …

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MANAGING WHAT'S AHEAD

Future mapping for acutely-impacted survivors

A woman in her late-60’s whose husband of 30 years died suddenly from a massive stroke one evening at home, is seeking guidance and support to explore a holistic new life strategy as she nears the anniversary of his death, deals with the trauma of witnessing his stroke, and attempts to chart a new course for her future …

“Thank you so much for all your loving support throughout our journey. Your service is priceless.”
- T. C.

Helping clients gracefully navigate life’s most overwhelming challenges