The Checklist Nobody Warned You About
Over 100 administrative tasks spanning 6 to 12 months across five distinct phases
Government agencies, financial institutions, and creditors each with their own process and timeline
Deadlines with legal and financial consequences if missed — many of which are not obvious to first-time executors
Most executors are professionals with full-time jobs, families, and their own grief. The probate process in New York — particularly in Queens County — does not pause for any of that. Queens County Surrogate's Court alone processes thousands of estate filings each year.
Estate Administration Coordination
We serve as your operational partner through the entire probate process. We handle the task list — government notifications, financial institution closures, subscription cancellations, digital asset management, creditor coordination, vendor management, and ongoing deadline monitoring.
Government and Benefits Coordination
Social Security, VA, Medicare, Medicaid, IRS, DMV
Financial Institution Management
Banks, brokerages, insurance claims, retirement accounts
Digital and Subscription Closure
Email, social media, streaming services, loyalty points
Ongoing Estate Management
Property coordination, vendor management, deadline tracking
How It Works
Free Consultation (45 Minutes)
We review your estate situation, explain exactly what we handle, and give you a clear scope. No commitment required.
Customized Task Plan
We build a complete task list specific to your estate. You receive access to a live dashboard where you can track every item in real time.
We Execute, You Stay Informed
We work through the list with weekly written updates and a standing biweekly call. Most executors spend fewer than 2 hours per month on estate tasks once we are engaged.
Simple, Transparent Pricing
- Onboarding fee covers intake, document review, and full task list build
- Retainer billed monthly in advance, no hourly surprises
- Average engagement runs 4 to 6 months
- All administrative coordination included
- Fees are payable from estate funds as a reimbursable estate expense under New York law
Every engagement begins with a free 45-minute consultation. We will tell you exactly what we can handle before you commit to anything.
Serving Queens and Brooklyn
We work primarily with estates in Queens County and Brooklyn. We are familiar with Queens County Surrogate's Court at 88-11 Sutphin Boulevard, local DMV procedures, borough-specific government offices, and the realistic timelines that affect New York estate administration. We work remotely with clients across the five boroughs and coordinate in-person tasks throughout Queens and Brooklyn.
“We know how long things actually take here.”
Max — Forest Hills, Queens
Ready to Hand Off the List?
Schedule a free 45-minute consultation. No commitment. We will tell you exactly what we can handle and what to expect from the process.
Schedule a Free Consultation