Source first
Every recorded fact, date, and field points back to the document or public record it came from. If the source is unclear, the item is flagged rather than filled in.
About EstateContractReview
We keep the file moving. You keep the judgment.
EstateContractReview provides dedicated virtual assistants for estate contract, probate, property, and tax document work. Our job is to make the administrative record orderly, sourced, and ready for the professional who decides.
A subsidiary of StealthAgents. Administrative support only, not legal or tax advice.
Document operationsOur working principle
Apply the checklist. Cite the source. Route the question.
Estate documents carry consequences. That is why our model separates administrative preparation from professional interpretation instead of blurring the two.
Defined scope
The role begins with an approved field list, naming standard, source list, access limit, and escalation path. Work outside that scope is returned for a decision.
Human review
A qualified or responsible professional reviews exceptions, confirms interpretation, and approves the work product. The assistant prepares; it does not decide.
No silent correction
Conflicts, missing pages, illegible scans, and inconsistent identifiers stay visible. The assistant does not tidy a record by guessing what it should say.
How a role is built
Capacity follows control.
We do not begin with a résumé and a vague task list. The workflow, access, and review boundary are agreed first, then the assistant is matched to that scope.
Scope the queue
We look at the documents, volume, turnaround, systems, and review capacity. The first role is kept narrow enough to train and sample.
Set access and rules
Your team approves least-privilege access, naming conventions, source rules, retention, and the actions the assistant may not take.
Match the assistant
StealthAgents recruits and supports remote professionals. We match document, research, and coordination experience to the approved workflow.
Review and extend
You interview the fit, review sample work, and confirm the escalation path. Additional queues are added only when the first one is stable.
Who does what
A clear line around every task.
The table below is a working example, not a legal allocation. Final responsibility follows your engagement terms and the professional standards that apply to your team.
| Work area | Virtual assistant prepares | Professional retains |
|---|---|---|
| Document intake and indexing | Name, file, version, and index the supplied set | Confirms the file standard and accepts the handoff |
| Date tracking | Records stated dates with page citations and reminders | Interprets obligations, waivers, and required action |
| Data extraction | Captures defined fields and preserves source wording | Decides what the extracted facts mean |
| Property research | Searches approved sources and documents possible matches | Verifies identity, ownership, title, and authority |
| Tax document comparison | Inventories records and flags visible differences | Determines tax treatment, positions, and filings |
| File QA | Checks the file against the approved checklist | Approves completeness for the intended purpose |
The operating relationship
StealthAgents recruits and supports the team.
StealthAgents is our parent company. It recruits, employs, and supports remote professionals across a broad range of business functions. EstateContractReview applies that operating capacity to a narrow document workflow: estate agreements, probate records, property evidence, tax documents, and review preparation.
The subsidiary sets the document scope and quality standard. StealthAgents provides the people and support structure. Your professional team keeps the decisions that require a license, appointment, or accountable sign-off.
Meet the operating modelAbout the engagement
Questions teams ask us first.
Is EstateContractReview a law firm?
No. We provide administrative document support through dedicated virtual assistants. We do not give legal advice, represent clients, or replace counsel, tax professionals, title providers, or fiduciaries.
Who employs and supports the assistants?
StealthAgents, our parent company, recruits, employs, and supports the remote professionals. EstateContractReview defines the document workflow and the review boundaries for this site.
Can the assistant work with our existing systems?
Yes, when your team provides approved access. The specific systems, permissions, and retention rules are confirmed during scoping.
How do you prevent the assistant from giving legal advice?
The role has a written scope and escalation list. Legal interpretation, advice, negotiation, and approvals are explicitly excluded and routed to the responsible professional. Sample reviews test that boundary before volume work begins.
What is the smallest useful engagement?
One well-defined queue, such as intake organization or transaction file QA, is often the safest start. It gives the team a measurable workflow before adding more scope.
Start with a workflow you can actually supervise.
Bring one representative queue, the current checklist, and the decisions your team must keep. We will map a scoped support role around it.
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