Our Story

We are a team of attorneys, fiduciaries, and IT professionals with over 60 collective years of estate administration experience. We know how complex and time consuming the estate administration process can be. EstateGenie empowers executors with the knowledge and modern technology they need to successfully settle an estate, and helps them connect and share data with professionals should the need arise. EstateGenie's professional offering allows the pros to efficiently manage their estate administration practice, cutting down on time and resources required for client intake, case management, legal requirements monitoring, form completion, and client interaction.

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