Why Attorneys, CPAs, and Advisors Choose Us
We handle the complexity. You maintain the relationship. Your clients get exceptional results.
Make Your Clients Look Good
Fast, transparent estate administration that reflects well on your practice. We handle the complexity while you maintain the relationship.
12-18 Month Timeline
We complete estates in 12-18 months vs. the industry standard of 24-36 months. Your clients get results faster.
Neutral Third-Party Positioning
We're the independent fiduciary your clients need. White-label support available to maintain your brand presence.
Transparent Communication
Quarterly Value Reports keep you and your clients informed with consistent updates and clear communication.
Who We Partner With
What Our Partners Say
Hear from attorneys, CPAs, and advisors who trust Brown Management
My clients rave about Brown Management's speed and transparency. I finally have a fiduciary partner I can trust completely.
Referring to Brown Management makes me look like a hero to my clients. The 12-18 month timeline is a game-changer.
The quarterly reports keep everyone aligned. Zero client complaints since I started referring to Brown Management.
50+ active referral partners • 95% partner satisfaction rate • Zero client complaints from referred families
How It Works
Refer Your Client
Contact us with your client's information. We'll schedule a free Fiduciary Risk & Complexity Assessment to assess their estate and provide a transparent roadmap.
We Handle the Work
Our TEAM + SYSTEM approach (10 AI Chiefs + human experts) handles asset inventory, creditor notifications, court filings, tax returns, and distributions with precision and speed.
Everyone Stays Informed
Quarterly Value Reports keep you and your client updated on progress, timelines, and outcomes. Transparent communication, every step of the way.