Services

We serve in many financial fiduciary roles and they have different names and duties depending on the circumstance and the document used to nominate us. A few examples include:

Personal Representative

We accept nominations to serve as Personal Representative for estates that need to go through probate (this is sometimes called an Executor in other states). We may be nominated by a client who is creating or modifying their estate plan (this nomination is put into your Will), or by a current Personal Representative who would like to hire a professional.

Trustee

We accept nominations from clients creating their estate plans who would like to name a neutral third party to serve as their successor Trustee (this nomination is put into your Trust). There are many reasons for this, including blended families, distant relatives, and more. Current trustees may also step down from their role and nominate us to manage the trust administration process instead.

Agent (Power of Attorney)

For our clients who are also naming us as their Personal Representative and/or successor Trustee in their estate plan, we accept nominations to serve as Agent under the Power of Attorney document. As Agents, we assist clients who are either incapacitated or unable to manage their financial affairs on their own. This includes paying bills and maintaining accounts while the client is living.

For current Trustees or Personal Representatives, we offer consulting services on an hourly basis. This may be helpful to clients who are out of state and need someone to handle select tasks locally, or would like assistance with some but not all of the estate administration requirements including communicating with financial institutions, beneficiaries, creditors, other estate professionals, and liquidating, managing, obtaining appraisals, or distributing property of the decedent.

Estate planning attorneys generally assist clients with the creation of their trust and beginning the funding process. There are often additional tasks to be completed by the client after documents are created and signed. We offer trust funding assistance for clients who would like support throughout this process on an hourly basis, such as contacting financial institutions to ensure accounts are transferred into the name of the trust and do not trigger a probate later on.

Fiduciary Consulting

Funding Trust Assets

  • "My husband and I have no children. We have a Trust and had previously named a financial institution as Successor Trustee, per advice from the lawyer who drew up the Trust. That was many years ago and, as we have aged, we became uncomfortable with a financial institution settling our estate. We learned of Estate Administrators LLC, met with them and realized they would bring a caring and personal touch as our Successor Trustee. They are knowledgeable, personable, responsive and obviously care about their clients. It's such a relief to know that our final wishes will be carried out in a competent and compassionate way."

    5-Star Google Review

  • "I highly recommend Estate Administrators. My parents were not easy. At the end of their life, both of them were very difficult. As Power of Attorney, I was grateful to have Estate Administrators manage the trust. Having a third party kept family dynamics under control and protected my parents."

    5-Star Google Review

  • "Im 63 years old and this was the MOST any business has EVER EXCEEDED my EXPECTATIONS ! Samantha was incredible! My mom's home was in a Reverse Mortgage and when she passed I thought there would be very little extra. Samantha and her partner went to work. They got a realtor, had the house cleaned out of 50 Years worth of stuff, disclosed repairs needed to the home that I said I would not sell without disclosing! They got much more than I thought we would get. They know the market, have the connections and got our family more than I thought was possible! Glenn H"

    5-Star Google Review

  • "Hannah & Sam are wonderful to work with. They are professional, responsive and trustworthy. I would highly recommend them to family, friends and clients of mine."

    5-Star Google Review

  • “It's not easy to make life decisions in the loss of a loved one. Samantha stepped in during this difficult time and worked with our family to make things right for all. Thank you for taking what could have been impossible and making something beautiful from our parents fruits of labor. We appreciate your dedication!”

    5-Star Google Review

  • "Samantha and Hannah bring compassion, efficiency and incredible solutions to difficult life and death matters. I have had the privilege of working with them many times and I am always impressed with their professionalism and kindness."

    5-Star Google Review

  • “Sam and Hannah are truly skilled at what they do. They handle such an emotional and complex process with ease. They get the job done in an effective and timely manner and keep you informed throughout. I highly recommend their services!”

    5-Star Google Review

  • "It's hard to think of a business and two people I recommend more highly than Sam and Hannah. They are professional and detail oriented and have a uniquely deep well of empathy and kindness that is so important in complex situations."

    5-Star Google Review

  • "Sam and Hannah are so knowledgeable and thorough. It feels so reassuring working with a team I can fully trust and communicate with."

    5-Star Google Review

  • "The team here was incredibly professional, timely and communicative during the entire process - Sam and Hannah truly made me feel like I was in excellent hands, and alleviated so much stress during this whole experience! I could not speak more highly of these two, and will certainly return to them should I need their expertise again."

    5-Star Google Review

  • "It was such a blessing to work with Sam and Hannah, they provided a level of knowledge and experience that really made things go smoothly, we never knew how helpful these services would be. We were very lucky to have found them."

    5-Star Google Review