We let you focus on what matters most
Delegate—with confidence.
Flexible Pricing Options
Monthly
There is so much to keep track of when it comes to managing your estate; our monthly option allows you to think about one less thing. This option is tailored for trust and estate attorneys and their complex clients.
$1,800/month membership includes
18 hours of our expert concierge services
Hourly
Not sure how much help you will need upfront? We offer the flexibility to use our top-level services as you go, every time you need them. We are here to help you to be prepared when and how you need to be.
$120/hour for standard services
$70/hour for clerical work
What Sets Us Apart
California Licensed Professional Fiduciaries and ABA Affiliated Professionals
Expertise in coordinating RPTE legal matters, simple to complex
Marshaling and inventorying of estate assets
Efficient execution of administrative tasks and weekly client updates
Calendar and workflow management
Pre-meeting client preparation and post-meeting client debriefings to assist in context and clarity
Workflow management to assist with necessary notices, signatures, deadlines, and delivery dates
Organized documentation, monthly summaries via email
Biweekly status calls with clients to summarize progress and set expectations
Annual professional education through Harvard, MIT, and Heckerling Institute on Estate Planning
Collaboration with title companies, CPAs, brokers, and legal counsel
Prefer to curate your own package?
Reach out to us and let us know what your needs are. Consultation and intake interviews are always free. If we’re not the perfect fit to manage your estate, we’ll refer you to someone who is.