Disclaimer
Last updated: [TODO date]. Starter draft — please have counsel review before launch.
Scope of services
Our services are estate administration and coordination only. We do not provide legal advice, represent anyone in a dispute, or resolve conflicts among heirs. Legal questions and any disputes are referred to an attorney of your choosing.
Not a law firm; no legal advice
We are an estate administration and coordination service. We are not a law firm, we are not attorneys, and we do not provide legal advice, legal opinions, or legal representation. Nothing on this website or said by our team constitutes legal advice.
Engaging us does not create an attorney–client relationship, and your communications with us are not protected by the attorney–client privilege.
We coordinate licensed professionals
When a matter requires legal work — such as contested issues or certain court filings — we will tell you, and we will work alongside an attorney of your choosing. Likewise, tax returns for the estate are prepared by a licensed CPA. We coordinate these professionals; we do not replace them.
Availability
We offer estate administration and coordination services in all 50 states. The specific procedures, requirements, and timelines for settling an estate vary by state and by the facts of each estate.
Illustrative figures
Any dollar amounts, fee comparisons, time estimates, or savings examples shown on this site are illustrative only. They are not quotes or guarantees. Your actual fee and the work required depend on the specifics of the estate and are confirmed before any engagement begins.
No guarantee of outcomes
We cannot and do not guarantee any particular result, timeline, or savings. Information on this site is provided for general informational purposes and may be updated at any time.