Being a Trustee is a Full-Time Job.
You Don't Have to Do It Alone.
Settling an estate involves hundreds of administrative tasks—from cancelling subscriptions to coordinating appraisals. For a grieving family member, it can feel impossible.
We act as your project manager, working under your direction and in coordination with your attorney to ensure a seamless administration.
- Vital records & document gathering
- Notifications & cancellations
- Inventory & valuation coordination
- Property management & logistics
Comprehensive Support
Whether you need help settling a new estate or managing an ongoing trust, we have a service model designed for you.
Your Administrative Partner
We bridge the gap between the legal advice you receive from your attorney and the daily logistical reality of closing an estate.
Assessment
We review the estate's status and create a comprehensive "Phase 1 Report" to identify immediate tasks.
Execution
We get to work—making calls, organizing files, and coordinating vendors under your direction.
Completion
We deliver organized records to your CPA and attorney for final tax returns and distribution.