An estate needs attending to more often than it needs advising on.

Counsel is episodic by design, expensive by the hour, and silent between matters. The work that actually holds an estate together, which is the filings, the answers, the dates and the record behind each decision, does not pause when the meeting ends.

Foundation

$99 a month

Get one standing.

The instrument written properly, the structure actually in place, and an expert on hand whenever you are not sure what you are looking at.

Set it up

Trustee

Most used

$297 a month

Run it like a trustee.

Trustee is a job, not a title. What arrives gets answered, what falls due gets done, and every decision you take sits on the record behind you.

Take the helm

Private

$897 a month

More than one, working together.

Up to ten structures kept alive and pointed the same way, so you can see what each one holds and which claim sits ahead of which.

Keep them aligned

Dynasty

$2,497 a month

This is a house, not an estate.

Everything the family holds, no ceiling on any of it, and nothing sitting in a queue behind one person's attention.

Talk to us

A month of Trustee costs less than one hour of the help you would otherwise be ringing.

A trust attorney: $300–600 an hour
A corporate trustee: $5,000–25,000 a year
An administration service: $2,000–10,000 a year

What you stop having to do

Nothing arrives that you cannot answer

Whatever the letterhead, you learn what it is, what it wants and how long you have, in plain words, before you have lost an evening to a statute you never asked to learn.

You always know the next move

Not a summary of your options, but the step itself: dispute it, demand validation, ask for the calibration record, or say nothing yet. Knowing when to do what is most of the advantage, and it is the part nobody will sell you by the hour.

Nothing is lost to a date you never saw

Response windows and renewals are counted from the moment the work is made, and they come and find you. Most of these things go badly because a clock ran out quietly, not because somebody argued badly.

You never have to remember what you sent

The letter, the exhibits, the delivery date and the signature stay together, so when it is disputed a year from now you produce it rather than describing it.

Nobody talks down to you

No receptionist, no callback window, nobody telling you this is complicated. You hold the file and you decide what happens next.

The meter stops running

Counsel is worth every hour when the question genuinely turns on judgment. Answering post was never that question, and it should not have been billed as though it were.

Start with whatever is unresolved

The notice nobody answered, the entity that was never papered properly, the asset still held in the wrong name.

Take the helm