How Estate Administration Coordination Works
A clear, structured process from the first call to estate closure — so you always know where things stand and what comes next.
The Process
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.
The Five Phases of Estate Administration
Estate administration unfolds in stages. Here is what to expect across the full arc of a typical engagement.
Phase 1 — Immediate
Days 1–14
- Securing documents and death certificates
- Property security and access
- Mail forwarding setup
- Estate bank account setup
Phase 2 — Early Administration
Month 1
- Probate filing coordination
- Government agency notifications
- Financial institution outreach
Phase 3 — Active Closure
Months 1–4
- Subscription and service cancellations
- Digital asset management
- Credit and debt management
Phase 4 — Extended Management
Months 2–6
- Property and vehicle coordination
- Tax preparation coordination
- Employment and benefits closure
Phase 5 — Estate Closing
Final phase
- Final accounting support
- Asset distribution coordination
- Estate closure documentation
A Note on Queens County Surrogate's Court
Queens County Surrogate's Court is one of the busiest probate courts in New York State. Letters Testamentary — the legal authority required to act on behalf of the estate — can take 3 to 6 months to issue from the date of filing. This is normal, expected, and not a problem we can accelerate. What we can do is keep the estate moving through every task that does not require court authorization during that waiting period, so that when Letters do issue, you are not starting from scratch.
Common Questions
Yes. We work alongside your attorney, not instead of one. We handle the administrative and operational tasks. Your attorney handles the legal work. Most of our clients already have an attorney engaged, or we can provide a referral.
Yes. Executor and estate administration fees are legitimate estate expenses under New York law and are paid from the estate account before assets are distributed to beneficiaries.
We typically onboard new clients within one to two weeks of the initial consultation. During periods of high demand we maintain a waitlist and will give you a clear expected start date upfront.
Estate size is less relevant than estate complexity. A modest estate with a home and several financial accounts can require as much administrative work as a larger one. We will tell you honestly during the consultation whether our service is the right fit.
We coordinate physical tasks — we do not perform them. We arrange locksmiths, appraisers, and estate cleanout services through our network of vetted Queens and Brooklyn vendors. You maintain decision-making authority over all physical assets.
Contested estates require direct attorney involvement. We continue our administrative coordination role but defer all contested matters to your probate attorney.
Yes. Estates without a will — called intestate estates — still require the same administrative coordination. The process is handled by a court-appointed administrator rather than an executor, but our role is identical.
Legal advice, tax preparation, financial planning, and physical labor. We coordinate these through qualified professionals — we do not provide them.
Ready to Get Started?
Schedule a free 45-minute consultation. No commitment required.
Schedule a Free Consultation