When someone receives an unexpected call about a potential inheritance, they're not just processing new information — they're often processing grief, surprise, and a whole lot of questions all at once. Michelle Ortiz understands that. As an EstateCo Heir Advocate, her work begins in those first uncertain moments, and her goal is simple: make sure [...]
Most people don't think about what happens after someone passes away until they're in the middle of it — surrounded by unanswered questions, unfamiliar legal terms, and decisions that can't wait. For families in that position, having someone who can help answer questions and offer support can change everything. That's exactly what Dalena Phan does. [...]
When EstateCo reaches out to someone about a potential inheritance, that first conversation matters. For many heirs, the call comes out of the blue. They may be hearing about a relative’s estate for the first time. They may be skeptical, overwhelmed, or unsure what to believe. Some have never dealt with probate. Others are still [...]
When a relative passes, the house doesn't just hold furniture. It holds decades of memories and the often overwhelming responsibility of deciding what happens next. The emotional weight of a loss is only part of the process. The physical reality of the home can change everything for heirs trying to make the next right decision. [...]
When you’re navigating an unfinished estate, clarity matters just as much as progress. Heirs want to know what’s happening, who’s handling what, and where things stand—without having to chase answers or decode legal language. Joyce plays a key role in making sure that doesn’t happen. As part of the Client Services Group at EstateCo, Joyce [...]
Estate administration is never just about paperwork. Behind every file sits a family navigating grief, logistics, distance, and decisions they never expected to face. Stewarding those moments has always been central to EstateCo’s work. We believe that clear guidance and consistent care matter just as much as legal accuracy. Over the past year, EstateCo has [...]
Every estate involves a legal process that must remain organized, accurate, and moving forward. Taiesa Heath supports that work behind the scenes, helping keep cases on track so families aren’t delayed by preventable issues. As a Legal Assistant at EstateCo, Taiesa works closely with the legal team to support the documentation and filing process that [...]
Estate resolution isn’t just paperwork and court filings. Behind every case is a family story, a set of legal complexities, and real people whose lives are affected by how an estate is handled. As General Counsel at EstateCo, David Berman’s role goes far beyond probate administration. It involves navigating layered legal systems, protecting heirs’ rights, [...]
When someone passes away, especially unexpectedly, families are often left navigating a storm of emotions — all while being expected to handle legal, financial, and logistical tasks they've never prepared for. At EstateCo, we see it all the time. A loved one dies without a will. The house is still full of belongings. There are [...]
Every estate has a story, and as a genealogist at EstateCo, Jerimiah is a team member who helps piece that story together. His work doesn’t happen with a single database search or a quick click online. He spends hours tracing names, timelines, and records, sometimes across borders, to ensure the right heirs are identified and [...]
