Practices
Tax, estate, transaction, accounting, and legal matters
The topic you choose routes the message to the right practitioner, so a sentence or two of context is enough to start.
Firenze servicesContact
Tax, estate, a transaction, the finance function, or a legal matter — or a notary appointment, trust administration support, an automation project, or a litigation engagement for counsel. Choose a topic so the inquiry reaches the right practitioner.
Practices
The topic you choose routes the message to the right practitioner, so a sentence or two of context is enough to start.
Firenze servicesTrustee Services
Records, distributions, beneficiary communications, and tax coordination on an annual calendar.
Trustee servicesNotary Services
Choose “Notary Services” as the topic and tell us the document type, the number of signers, and the format you prefer. We confirm eligibility, availability, and the fee before scheduling.
How notary appointments workExisting Clients
Existing clients can use the private portal for shared documents, requested files, and ongoing coordination around active matters.
If portal access has not yet been established, Firenze can confirm the right credentials and next step.