We Are the Court's Most Reliable
Fiduciary Appointment.
When a Superior Court needs to appoint a conservator, trustee, or personal representative, Brown Management delivers consistent compliance, immutable audit trails, and timely accountings.* CLPF #790. Available for emergency appointments within 48 hours.
Our Sovereign OS™ platform was purpose-built to satisfy the Business Judgment Rule standard. Every decision is documented, timestamped, and court-admissible before you ever see it.
*Results reflect firm history to date. Individual case outcomes vary based on estate complexity, court jurisdiction, and applicable law. Past performance is not a guarantee of future results.
Will This Case Blow Up on Your Watch?
Appoint us and this case disappears from your worry list. Documented compliance.*
The Business Judgment Rule Mandate
California courts apply the Business Judgment Rule (BJR) to fiduciary appointments. Judges need a fiduciary who can demonstrate independent, documented, conflict-free decision-making. Brown Management's Sovereign OS™ platform creates an immutable audit trail for every decision — satisfying the BJR standard and protecting the court record.
Court-Appointed Roles We Accept
Court-Appointed Conservator
LPS and Probate conservatorships. We accept appointments from Superior Courts statewide, handle all investigations, and file timely accountings with documented compliance.
Court-Appointed Trustee
Successor trustee appointments when family trustees are removed or resign. Neutral, licensed, and conflict-free. We protect the beneficiaries — not the family dynamics.
Personal Representative / Executor
When family members cannot serve or are disqualified, we step in as court-appointed administrator. Probate closed on average 40% faster than industry standard.
Guardian ad Litem Support
We work alongside GALs and counsel to provide independent fiduciary analysis, asset inventories, and financial reporting for the court record.
Credentials & Compliance
Credentials verified and current as of April 2026. Contact us to request verification documentation.
Civil Dispute Resolution Neutral
In addition to traditional fiduciary appointments, Brown Management provides neutral dispute resolution services for civil matters involving contested estates, trust disputes, and fiduciary surcharge proceedings. Our neutrals are licensed fiduciaries — not generalist mediators — bringing substantive expertise to every session.
Courts and counsel increasingly prefer neutrals who understand the financial mechanics of the dispute, not just the procedural framework. Our Sovereign OS™ platform generates real-time financial analyses and asset summaries that can be introduced into mediation or arbitration sessions to accelerate resolution.
Contested trustee accountings, beneficiary disputes, and surcharge claims.
Contested appointments, removal proceedings, and accounting objections.
Independent neutral analysis of alleged fiduciary breaches and damages.
Asset tracing, financial forensics, and neutral reporting for APS and court referrals.
To inquire about neutral services, contact us directly at (866) 324-5350 or submit through the referral form below.