Guidance Through Complexity. Relief for Trustees.

Estate Care provides expert, non-legal administrative support for trust administration and probate. We manage the details so you can focus on what matters.

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For Trustees

Feeling overwhelmed? We act as your personal project manager, handling the endless paperwork, phone calls, and logistics so you can navigate this process with confidence and peace of mind.

  • We immediately take charge of the most urgent tasks. We will order all necessary death certificates, formally notify Social Security and other agencies, and help you locate and secure the original trust documents and will.

  • We transform the overwhelming piles of mail and files into a clear, simple inventory. We identify all assets and debts, from bank accounts and investments to mortgages and credit cards, and create a comprehensive list for you and your attorney.

  • We become your single point of contact for all logistics. We coordinate with appraisers to value property, manage vendors for home maintenance or clean-out, and handle the administrative calls to financial institutions, saving you hours of stress and time on hold.

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For Professional Partners

Your clients rely on you for expert legal and financial counsel. We provide the professional, non-legal administrative support that creates leverage for your practice. We act as a trusted extension of your team, ensuring a seamless, high-touch experience for your clients and delivering perfectly organized files, so you can focus on high-value work.

  • We handle the endless, time-consuming administrative tasks—the calls to banks, the vendor coordination, and the mail processing. This frees your team to focus on complex legal strategy and billable hours, dramatically improving your firm's efficiency.

  • We provide the high-touch, empathetic support that grieving clients need, answering their logistical questions and providing constant reassurance. A less-stressed client is easier to work with and reflects positively on your firm's service.

  • We are a strict "UPL firewall" and provide no legal advice. Our value is in execution. You will receive a complete, accurate, and meticulously organized file with a full asset inventory and reconciled accounting, making your final review and filings seamless.

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Our service is built on a proven, three-phase process to ensure every detail is handled with precision and care, from day one to final distribution.

A Clear Process for a Complex Journey

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Foundation & Discovery

  • We act as your "financial archaeologist." We immediately help you locate and secure the original trust, will, and other legal documents. We then conduct a full review of mail and records to identify all assets and debts, from bank accounts and investments to mortgages and credit cards.

  • We save you hours on the phone by handling the crucial, time-sensitive notifications. This includes contacting Social Security, the Department of Motor Vehicles, financial institutions, and insurance companies to report the death and secure the accounts.

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Administration & Management

  • We compile a meticulous, detailed inventory of every trust asset. We then coordinate with all necessary professionals—such as real estate appraisers, business valuators, or art experts—to get the formal date-of-death values required for tax and distribution purposes.

  • We act as the trustee's project manager for all physical property. We secure the home, manage landscapers, coordinate repairs, and oversee the compassionate clean-out and disposition of personal belongings, including estate sales or donations.

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Accounting & Closing

  • We track every dollar in and out of the trust. We pay all approved bills, manage trust expenses, and provide your CPA and attorney with a perfectly reconciled report. This makes the preparation of tax returns and the final accounting simple and accurate.

  • Working directly with your attorney, we manage the final logistics of distributing assets to the beneficiaries. We then compile a complete "Trustee's Bible"—a final, organized record of the entire administration for your permanent files and peace of mind.

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Cagla Basar, President, Basar Law Inc.

“Estate Care has become an indispensable partner for our trust administration practice. They flawlessly manage the complex, non-legal logistics, which allows my team to focus purely on providing legal counsel. Our clients feel incredibly supported through a difficult process, and the final records are always impeccable. They are true professionals who have significantly increased our firm's efficiency.”

Ready to Find a Clearer Path Forward?

Schedule a complimentary, no-obligation consultation today. Let us answer your questions and show you how our professional administrative support can bring you immediate peace of mind.

Schedule a Consultation