Amplify Your Practice. Elevate Your Client Experience.
Estate Care is a professional implementation partner for attorneys, CPAs, financial advisors, and realtors. We execute the complex, non-legal administrative tasks of trust administration, creating operational leverage for your practice and peace of mind for our mutual clients.
Please note: Our hands-on administrative services are currently focused on California trust administrations. While we welcome connections from professionals nationwide, immediate scheduling is prioritized for California-based matters. If your primary office is outside California, please indicate this when booking, and we will follow up regarding potential resources or future expansion.
A Force Multiplier for Your Firm
Your clients rely on you for expert legal and financial counsel. Estate Care provides the professional, non-legal administrative support that creates leverage for your practice throughout the entire trust administration journey. We act as a trusted extension of your team, ensuring a seamless, high-touch experience during the initial trust settlement process. Furthermore, we offer specialized ongoing management programs for long-term trusts (such as Special Needs or Minors' Trusts), handling compliance and routine administration year after year. In every phase, we deliver perfectly organized files, so you can focus on high-value work.
Reduce Non-Billable 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.
Elevate Client Satisfaction
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.
Ensure Flawless Records & UPL Compliance
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.
Your Questions, Answered
Key information for our attorney, CPA, and financial advisor partners.
-
We are your non-legal, administrative implementation team. You provide the legal or tax advice; we execute the time-consuming logistics. We handle the paperwork, phone calls, asset inventory, property coordination, and financial record-keeping, acting as the trustee's project manager and your reliable back-office support.
-
Our core expertise is focused on California trust administration. We have deep experience navigating the specific procedures of Southern California counties, including Los Angeles, Orange, San Diego, Riverside, and San Bernardino. We manage the entire process, including all on-site needs, within this region. For trusts with out-of-state assets, we coordinate with local agents on the trustee's behalf.
-
The ideal referral is a first-time trustee who is busy with their own career and family, lives out-of-the-area, or is feeling overwhelmed by the process. Our service is most valuable for trusts that hold real estate, multiple financial accounts, and tangible personal property that needs to be managed and distributed.
-
Simple. You make a warm email introduction. We schedule a complimentary consultation with the trustee to explain our role. If they choose to engage us, they sign our own administrative service agreement, and we immediately begin work, starting with a 3-way kickoff call with you, the trustee, and our team.
-
We provide "concise clarity." Your firm receives a single, weekly digest email with key updates, action items, and any legal questions from the trustee, so your inbox isn't flooded. The trustee receives high-touch, proactive communication as often as they need, ensuring they feel supported and informed at all times.
-
You receive a perfectly organized, complete, and reconciled "closing package." This includes the final Master Inventory with date-of-death valuations, a detailed financial ledger of all trust activity, digitized copies of all invoices and receipts, and all final statements—ready for you to efficiently prepare the final accounting and tax returns.
-
This is our most critical boundary. We are strictly a non-legal service. Our engagement letter states this clearly. Any question from a client regarding legal interpretation, fiduciary decisions, or tax strategy is immediately and professionally directed back to you as their trusted counsel. We are the "how," you are the "why" and "should."
-
Yes. We maintain comprehensive Errors & Omissions (E&O), general liability, and cybersecurity insurance policies. We are happy to provide a certificate of insurance to our professional partners.
-
We are a force multiplier for your paralegal. While your paralegal is expertly drafting legal notices, petitions, and accountings, we are handling the time-consuming, non-billable logistics: sitting on hold with banks, meeting appraisers at the property, managing the estate sale, and processing mountains of mail. We free your skilled staff to focus on legal work.
-
Our administrative fees are billed hourly to the trustee and paid from the trust assets as a standard cost of administration. Our relationship with your firm is our primary asset.