Trust Fund Tribe

We specialize in helping families navigate communication & conflict after their estate plan is complete

The Legal Document(s)


Pros Cons
✅ Legally enforceable ❌ Overly complicated
✅ Detailed ❌ Does not communicate intention 
✅ Tax saving ❌ Does not communicate love
✅ Hassle saving ❌ Can lead to costly legal fights if not understood

The Human Side

We do the human side of estate planning.

As an estate lawyer you likely know well that estate planning is more than just legal documents—it’s about preserving relationships, avoiding conflict, and ensuring a smooth transition for families. While you handle the legal side, we specialize in facilitating family communication after the estate plan is in place, helping prevent any disputes that may arise.

Why Partner with Us

Prevent Disputes – We help families resolve conflicts before they escalate into legal battles, protecting your estate plans from being contested.

Enhance Client Satisfaction – Offering communication and conflict prevention support sets your firm apart, leading to happier clients and more referrals.

Earn Additional Revenue – Up to $700 per client in referral-based compensation with zero extra work for your firm.

About Us

Tara Sindler (MFT, SEP, CADC-II)

Kiosh Shapiro (MSc, MA, BA)

Our History

We began by working with clients with trust funds, witnessing the challenges of passing on wealth to the next generation. Through this experience, we saw how miscommunication, unmet expectations, and family tensions can lead to unintended consequences, affecting both relationships and financial legacies.

Our Current Work

Today, our focus is on preventing these issues before they take root. We help families navigate difficult conversations, set clear expectations, and foster stronger relationships, ensuring that wealth serves as a unifying force rather than a source of division.

More Information

Our Process

We make it simple and seamless for estate lawyers to provide additional value to their clients while increasing the likelihood of a smooth wealth transition.

1️⃣ Refer Clients to Your Custom Landing Page

  • We provide a personalized landing page for your firm, making referrals effortless.

  • Clients learn about our services in a clear, professional format tailored to their needs.

  • We present your law firm as forward thinking for including a free consultation with us in your services.

2️⃣ Free Consultation & Family Mission Setup

  • As part of your package for clients, you can offer a free one hour consultation with us at no extra cost to you.

  • Our primary objective in our first session is to deliver maximum value to your clients.

  • We do this by helping your clients clarify their family mission, which is the foundation for effective communication in well-to-do families.

3️⃣ Opportunity for Continued Support & Referral Benefit

  • After receiving value from the initial consultation, clients decide if they want to continue working with us through one of our custom package deals.

  • Designed for lasting impact, these packages include family coaching, structured dialogue facilitation, and conflict prevention strategies.

  • For every package we sell, you receive a 15% referral fee, creating an additional revenue stream for your firm while enhancing your client experience.

The Clients We Are Able Help the Most

  • Clients who have a strained relationship with one or more adult children

  • Clients where the distributions are (or may be viewed as) unequal between children

  • Clients where parents are significantly wealthier than their children

  • Clients where there are some concerns over family dynamics around chosen trustee.

Curious to Learn More?

We would love to chat to understand your practice and see how our services could integrate. Below is a link to our calendar to set up a free 30 minute consult with us. If you have any questions, there is a form for that below as well.

Questions?