Executor Support Service
Every year millions of untrained, first-time executors are handed a 9-18 month, 570-hour administrative job with no manual, and the professionals around them (probate attorneys billing $250-450/hour) have every incentive to hand off the grunt work of asset schedules, valuations and correspondence to someone cheaper.
Real, underserved niche adjacent to a mature but expensive legal market — attorneys and CPAs are natural referral partners rather than competitors, because they don't want the low-margin admin work themselves.
The wedge is that probate attorneys bill $250-450/hour and simply don't want to spend that time cataloging furniture, chasing bank statements, or writing distribution letters — so a support service that plugs into their referral pipeline at a flat $1,500-3,500 per estate looks cheap to the family and profitable to you, since your actual cost is 15-25 hours of templated admin work per engagement, not billable legal judgment.
Deaths and estate openings are fairly steady year-round with a slight uptick after the winter holidays and into January as families settle affairs.
Suits you if
- ✓You're detail-oriented and comfortable with repetitive paperwork, spreadsheets and deadline tracking
- ✓You can build genuine relationships with local probate attorneys, CPAs and fiduciary/trust officers
- ✓You're comfortable working with grieving families without overstepping into legal advice
- ✓You want a low-overhead service business you can run from a home office
Skip it if
- ✕You're not willing to clearly draw the line between administrative support and unauthorized practice of law
- ✕You dislike sales/relationship-building — this business lives or dies on attorney referrals
- ✕You need fast, predictable monthly income — estate timelines and referral flow are lumpy
- ✕You're in a state with unusually strict rules on non-attorney estate assistance you haven't researched
Skills: Strong organizational and spreadsheet skills, comfort with financial documents (bank/brokerage statements, appraisals), clear written correspondence, and the discipline to stay strictly within non-legal administrative boundaries.
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