Disciplined judgment.
Clear next steps.
Brown Management provides fiduciary administration for California matters. Start with the right service, a defined scope, and a responsible person. Procurement and UCS™ Consulting have separate engagement paths.
Attorney, CPA & Advisor Referrals
Discuss fiduciary administration alongside your legal, tax, or financial practice. Scope, authority, and reporting are agreed before work begins.
Families & Individuals
Explore probate, trust, or conservatorship administration. The engagement and appointment documents determine the fiduciary’s authority.
Procurement
Discuss contracted work, required deliverables, and the agency’s purchasing process. No automatic award or eligibility is implied.
Our Mission
Clear responsibilities. Human judgment. Evidence you can check.
Our operating standard is to define the work, confirm authority, assign accountability, and verify the result. Each task must name its next action and completion test. Technology supports permitted work; people retain judgment.
We reuse existing procedures, relevant lessons, and evidence. We reopen a review only for new evidence or a concrete gap. Missing authority or proof is reported—not assumed.
Transparent by law. Accountable by choice.
What is the problem?
Conservatorships (Standard & Contested)
Administration for court-appointed conservatorships, within the scope of the appointment and applicable orders.
Trust Administration (Simple & Disputed)
Trust administration, beneficiary communication, and records under the trust instrument and applicable authority.
Probate (Efficient & Complex)
Probate administration, asset records, and obligations under the appointment. Timing depends on the matter and court process.
NEUTRAL THIRD PARTY SOLUTIONS
Who We Serve
Different readers need different information. Reporting should identify the work, its evidence, and the next responsible person.
Three services. Distinct responsibilities.
Fiduciary Services
Probate, trusts, and conservatorships. Civil or probate matter pathways do not expand the authority of an appointment.
Explore Fiduciary ServicesProcurement
Contracted delivery against an agreed scope. The purchasing authority determines the permitted procurement route.
Explore ProcurementUCS™ Consulting
Workflow and documentation design for organizations. Advisory work does not grant legal, fiduciary, payment, or filing authority.
Explore UCS™ ConsultingFiduciary fees depend on the applicable engagement and authority. The published employee hourly range is $95–$495; it is not an automatic charge. Read the fee schedule.
Start with a clear scope.
Tell us which service you need and the decision you face. Do not send sensitive matter records until a suitable sharing route is agreed.