TLC co-branded brochures & intake forms.
An interactive kit of practice-grade materials for the professionals who refer families to us. Brochures, intake forms, referral one-pagers, and TLC – Transition, Legacy & Care co-branded collateral — all current, all credentialed, all in one place.
We accept only a few new professional partners each year — a deliberately small, high-end practice, not a volume business.
TLC – Transition, Legacy & Care
Transition · Legacy · Care — the fully managed engagement, co-branded for your firm.
TLC – Transition, Legacy & Care — Overview Brochure
A six-page overview of TLC – Transition, Legacy & Care — the fully managed engagement for the full arc of a transition or estate settlement. Co-branded with your firm's contact panel.
For: All professional partners
Senior Move Coordination — Practice Brochure
A four-page brochure covering the phased senior move process — floor plan through first night's bed made. Written for the attorney or fiduciary explaining the scope to a family.
For: Estate attorneys, care managers
Estate Clearing & After-Loss — Practice Brochure
A four-page brochure covering the documented inventory, distribution, and disposition process — the chain-of-custody an executor or court can rely on.
For: Estate attorneys, fiduciaries
Confidential Client Intake Form
A two-page confidential intake capturing the client's situation, timeline, decision-makers, and scope. Send it ahead or hand it to the family — it comes straight to us.
For: All professional partners
Working Assessment Intake
A one-page intake for scheduling the Working Assessment — the on-site walk-through that produces a written plan with phases, timeline, and a Disposition Pathway.
For: Care managers, realtors
Attorney Referral One-Pager
A single-page referral summary for estate and elder law attorneys — probate coordination, documented disposition, executor concierge. Co-branded with your firm.
For: Estate / elder law attorneys
Fiduciary Referral One-Pager
A single-page referral summary for professional fiduciaries and trustees — neutral, insured execution of the disposition plan with written reporting.
For: Fiduciaries, trustees
Realtor Referral One-Pager
A single-page referral summary for SRES-designated realtors — clearing, staging-ready prep, and disposition for stale or estate listings.
For: SES-designated realtors
TLC Co-Branded Client Binder Cover
A co-branded client binder cover and spine insert — your firm and A Call to Order, presented as one accountable team. Printable on letterhead.
For: TLC – Transition, Legacy & Care partners
TLC Co-Branded Introduction Letterhead
A co-branded letterhead template for introducing TLC – Transition, Legacy & Care to a shared client — your firm's header paired with the TLC brand mark.
For: TLC – Transition, Legacy & Care partners
TLC Engagement Summary Card
A pocket-sized engagement summary card — the full arc of a TLC engagement on one side, your co-branded contact panel on the other. Print and leave with the client.
For: TLC – Transition, Legacy & Care partners
The kit is gated — one gate, every document.
Enter your name and firm email once. We confirm you're a professional partner, and every brochure, intake form, and co-branded sheet unlocks. Discretion is the baseline.
Co-branded means accountable — not decorative.
When a document carries both your firm's name and ours, it carries both our reputations. We hold the credentials (CPO, cSMM, ECHM, cPALS, ICD), we hold the insurance, and we hold the documented chain-of-custody — so the co-brand is earned, not slapped on.
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The referral form is sixty seconds. We take it from there and keep you posted at every phase.
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