Scope
We define the documents, fields, sources, systems, turnaround, and review checkpoints before work begins.
Services
Document support for estate and property matters.
Choose the queue that slows your team down most. Each service is a defined administrative role with written procedures, source citations, and a clear handoff back to the professional who decides.
Administrative support only. No legal, tax, title, or fiduciary advice.
Estate and property filesThe full offering
Two practice groups, one review standard.
Contract work and records research use the same discipline: name the source, record the fact, flag the gap, and leave the conclusion to the accountable professional.
Contract and transaction files
For teams assembling, checking, and handing off agreements and closing documents.
Records, tax, and research
For teams reconciling property, tax, probate, and public-record evidence.
A scoped engagement
Control comes before capacity.
A dedicated assistant is not dropped into an undefined queue. The role is built around approved inputs, written procedures, and review checkpoints your team can audit.
Access
The role receives least-privilege access to the folders, matter system, and approved public sources it needs.
Procedure
A written checklist sets naming rules, source citations, escalation thresholds, and the boundaries of the role.
Review
Your team approves samples, resolves exceptions, and keeps every legal, tax, title, and fiduciary decision.
Where to begin
Start with the file that causes the most rework.
The first engagement should be narrow enough to train, sample, and measure. These common starting points show how a single queue can become a reliable handoff.
A closing file is missing pieces
Begin with transaction file QA or contract intake. The assistant indexes the set, checks versions and exhibits, and returns a missing-item list before review.
See the serviceDeadlines live in too many places
Begin with critical date tracking. Stated dates, notice periods, and contingencies move into one source-linked tracker with an escalation rule.
See the serviceProperty records do not reconcile
Begin with property discovery or real estate tax review. Approved public sources are searched, cited, and queued for professional verification.
See the serviceQuality and boundaries
A clean handoff, not an unsupported conclusion.
Every deliverable is designed to show what was checked, where it came from, and what remains open. The assistant does not fill a gap with a guess, and the role does not cross into licensed professional judgment.
What we check
- File naming, versions, signatures, and exhibits
- Stated dates and supplied contingency language
- Defined fields against the source page
- Public-record citations and search limits
- Missing items, mismatches, and open questions
What stays with you
- Legal interpretation and advice
- Tax and accounting positions
- Title, ownership, and valuation decisions
- Fiduciary choices and distributions
- Approval, signature, and negotiation authority
Service questions
What teams ask before they start.
Do these services include legal review?
No. EstateContractReview provides administrative document support. Assistants organize, index, extract defined facts, compare supplied records, and flag exceptions. Legal interpretation, advice, negotiation, and approval remain with licensed counsel or another authorized professional.
Can we start with only one service?
Yes. A narrow first queue is usually the safest way to test procedures, access controls, sample quality, and turnaround before adding another document workflow.
How are documents and access controlled?
Your team chooses the approved systems, folder permissions, retention rules, and escalation contacts. The assistant receives only the access required for the assigned work, and credentials are never shared through the public site.
What does a review-ready handoff contain?
Depending on scope, the handoff can include an indexed file, a stated-date tracker, a defined-field worksheet, a source log, a missing-item list, and an exception summary for the responsible reviewer.
Can the assistant work inside our existing systems?
Yes, when your team provides approved access. Common starting points include shared document repositories, matter-management systems, spreadsheets, and public-record portals. Tool access is confirmed during scoping.
How quickly can a role start?
Timing depends on scope, access approval, candidate matching, and your review capacity. The consultation is used to sequence the first queue and identify what must be ready before a start date.
Choose the queue. We will design the controls.
Bring a representative file and your current checklist. The consultation will define the first scoped role, the inputs it needs, and the decisions it must leave with your team.
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