How We Work
We act as the project manager for your trusteeship, coordinating the moving parts so nothing falls through the cracks.
Your Professional Team
Successful estate administration requires a team approach. Here is how we fit into the puzzle.
The Attorney
Provides legal advice, interprets the trust, and handles court filings. They are the "Captain" of the ship.
Estate Care
The Project Manager. We handle the logistics, paperwork, phone calls, and legwork to execute the plan.
The CPA
Handles the tax strategy and prepares the final tax returns. We provide them with the clean data they need.
1. The Consultation
We start with a complimentary 15-minute call to understand the estate's complexity and your immediate needs.
2. The Assessment (Phase 1)
For a flat fee, we spend 60-90 days stabilizing the estate. We secure assets, notify agencies, and build a comprehensive "Phase 1 Report" that serves as your roadmap.
3. Ongoing Administration
If needed, we continue on an hourly basis to handle the heavy lifting of asset sales, distribution logistics, and final closing tasks.
4. Closing
We package everything up—receipts, correspondence, ledgers—into a final administrative file for your records and your attorney's review.
What We Do vs. What We Don't
We DO (Administrative)
- • Gather bank statements and deeds
- • Organize assets into a spreadsheet
- • Communicate factual updates to beneficiaries
- • Coordinate locksmiths and appraisers
- • File change of address forms
We DO NOT (Legal/UPL)
- • Interpret the trust or will
- • Advise on how to invest assets
- • Explain beneficiary rights
- • Negotiate with creditors
- • Prepare legal documents