For professionals

Five advisor types. One handoff. One written record.

Lanternmark takes the project off your desk and runs it as one engagement — one coordinator, one schedule, one handover packet the family and the estate can read. Pick the seat that matches where you sit with the family; the contact form below opens pre-tagged for that conversation.

01

Estate-planning attorney

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 Lanternmark delivers

  • One 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

Estate-planning handoff

Send the matter context

Tell us the matter stage and the settlor or decedent so a coordinator can open the engagement with your probate calendar already in view.

Helps us staff the coordinator who handles that filing rhythm.

Use the legal name on the matter. We use it only to anchor the engagement record.

Submitting pre-tags this handoff as a Estate-planning attorney intake. A coordinator will follow up within one business day.

02

Elder-law attorney

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 Lanternmark delivers

  • 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

Elder-law handoff

Send the matter context

Tell us the matter posture and who is authorized to act for the client so we can stand up the operational arm around your next filing.

Tells the coordinator which vendor set and which day-of-move checklist to pre-stage.

Person Lanternmark should coordinate with on the family side.

Submitting pre-tags this handoff as a Elder-law attorney intake. A coordinator will follow up within one business day.

03

Hospital case manager

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 Lanternmark delivers

  • 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

Hospital discharge handoff

Send the discharge plan

Tell us the discharge date and destination so Lanternmark can own the bedside-to-residence move against the clinical constraints.

We build the day-of-move schedule around this date.

Drives residence preparation, equipment, and transport planning.

Submitting pre-tags this handoff as a Hospital case manager intake. A coordinator will follow up within one business day.

04

Geriatric care manager

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 Lanternmark delivers

  • 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

Care-plan handoff

Send the care plan context

Tell us the care-plan stage and a short read on the family’s capacity to absorb decisions so Lanternmark can execute against the plan you already set.

Where in the plan this transition sits — Lanternmark runs from there.

Helps the coordinator calibrate the cadence of family touchpoints.

Submitting pre-tags this handoff as a Geriatric care manager intake. A coordinator will follow up within one business day.

05

Senior living advisor / trust officer

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 Lanternmark delivers

  • 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

Placement & trust handoff

Send the placement or trust context

Tell us the decision and the funding mechanism so Lanternmark can execute the move and the household wind-down against your fiduciary constraints.

What the placement or fiduciary decision is — Lanternmark tracks to it.

Lets the coordinator route receipts and disposition work to the right file.

Submitting pre-tags this handoff as a Senior living advisor / trust officer intake. A coordinator will follow up within one business day.

When you're ready to hand the project off

Pick the seat that matches where you sit. The form knows.

Each section above opens the same contact form pre-tagged with your role, so the message that lands in our inbox already carries your context. One email from your desk is enough for a Lanternmark coordinator to open the engagement and respond within one business day.

Open a Lanternmark conversation

For the handoff, not the conversation

Want to see exactly what happens after you refer? Walk the handoff

A two-minute read: what you do, what Lanternmark takes over, what the family experiences, and what flows back to your office.

Send the handoff

Tell us where you sit with the family.

Pick an advisor type above and we'll pre-tag the form so your message already carries your context.