Probate & Fiduciary Advisory
Fiduciary responsibility is one of the most consequential roles a person can hold. Executors, trustees, and personal representatives carry the weight of legal obligation, family expectation, and financial stewardship — often simultaneously, often without having done it before. This advisory is built for that moment.
Fiduciary Responsibility
Comes in Many Forms
Probate and fiduciary advisory touches the lives of families at their most vulnerable and their most complex. The people who need this advisory rarely sought the role — it was given to them by a will, a trust, a court appointment, or the simple fact of being the one in the family who handles things. The advisory is designed for them.
Executors & Personal Representatives
Appointed to administer an estate — often for the first time, under court jurisdiction, with family members watching every decision. Advisory that covers the full process: probate filing, asset inventory, creditor management, real property disposition, tax coordination, and final accounting.
Trustees & Successor Trustees
Managing trust assets on behalf of beneficiaries — with duties of loyalty, care, and impartiality that create real liability when not properly documented. Advisory on distribution decisions, accounting obligations, beneficiary communications, and the conflict situations that arise in every long-running trust.
Estate & Probate Lawyers
Attorneys who need a co-advisory partner for the real estate, valuation, or specialist dimensions of estate matters — court-supervised sales, probate property strategy, and the transaction expertise that falls outside most estate practices.
Families Navigating Estate Administration
Family members who are the beneficiaries, the helpers, the ones trying to understand what is happening and protect their interests — without the resources of the fiduciary and without a clear picture of what they are owed and when.
CPAs & Tax Advisors
Tax professionals coordinating estate and trust filings who need a specialist partner for the real property, valuation, and fiduciary advisory dimensions of their client’s situation — particularly where real estate or business interests complicate the picture.
A fiduciary who makes an undocumented decision, misses a filing deadline, or disposes of estate property below fair value doesn’t just inconvenience beneficiaries — they expose themselves to personal liability, surcharge proceedings, and years of contested administration.
Estate real estate — particularly in Manhattan and California — requires coordination between the court, the estate’s legal counsel, brokers, appraisers, and tax advisors. A misstep at any stage creates delays, disputes, and losses that come directly from the estate.
The executor or trustee advising themselves through a complex estate is navigating a process that took the law decades to develop, with personal liability attached to every significant decision. Advisory is not a luxury — it is the mechanism by which the fiduciary protects themselves while protecting the estate.
An advisor who understands only the legal side or only the real estate side sees half the picture. Alejandro brings both — the legal awareness to understand what court approval requires and the broker knowledge to know what the market will bear.
What This Advisory
Covers
Probate Estate Administration Advisory
End-to-end advisory support for executors navigating the full probate process — from initial filing through final distribution — with guidance on every stage, every decision, and every risk.
- Probate filing & court appointment guidance
- Asset inventory & valuation coordination
- Creditor notification & claim management
- Tax filing coordination with CPA
- Distribution strategy & final accounting
- NY Surrogate’s Court & CA Probate Court advisory
Trustee & Successor Trustee Advisory
Ongoing advisory support for trustees managing trust assets, beneficiary obligations, and fiduciary duties — with particular attention to the documentation that makes every decision defensible.
- Trustee duty of care & loyalty advisory
- Distribution analysis & decision documentation
- Beneficiary communication management
- Annual accounting preparation support
- Conflict of interest identification
- Successor trustee transition advisory
Estate Real Property Advisory
The most technically demanding and often most valuable component of estate administration — requiring coordination between the court, the estate’s legal team, the market, and the fiduciary’s duty to maximize value.
- Estate property valuation advisory
- Court-supervised sale advisory (overbid process)
- Broker coordination & listing strategy
- Fair market value documentation for court
- Probate property marketing strategy
- Multi-property estate disposition coordination
Decision Documentation & Defense
Advisory designed to protect the fiduciary — creating the documented record of decisions, analysis, and process that demonstrates the duty of care was met and withstands beneficiary or court scrutiny.
- Prudent fiduciary decision documentation
- Investment decision rationale records
- Beneficiary notice & communication logs
- Distribution analysis with supporting rationale
- Conflict of interest disclosure records
- AI-generated defensible decision memos
Multi-Jurisdiction & International Estate Advisory
Estates with assets or beneficiaries in multiple states or countries require coordination across legal systems that do not always communicate with each other. Advisory that maps and manages every dimension.
- New York & California dual-jurisdiction advisory
- Ancillary probate coordination
- Cross-border asset identification & reporting
- International beneficiary advisory (EN / ES)
- FBAR & FATCA coordination for foreign assets
- Foreign succession law conflict advisory
AI-Powered Fiduciary Intelligence
For fiduciaries managing multiple matters or complex ongoing trust administration — AI-powered systems that monitor deadlines, generate documentation, flag conflicts, and provide the intelligence layer the work demands.
- Fiduciary Intelligence System deployment
- Automated deadline & compliance monitoring
- AI-generated trustee decision memos
- Beneficiary communication automation
- Risk & conflict detection
- Court-ready annual accounting support
Legal Awareness Meets
Market Expertise
Most advisors who help with fiduciary matters bring either legal knowledge or real estate knowledge. Very few bring both — with the experience to know when each matters and how they interact.
Alejandro Hernandez III has spent more than twenty-five years at this intersection. The legal training informs every conversation about the fiduciary’s obligations, the risks of any particular decision, and the documentation that makes each act defensible. The broker licensing in both New York and California means the real estate advice is not theoretical — it is grounded in the market and backed by the credentials to act.
The result is advisory that serves the whole of what a fiduciary actually needs, rather than one corner of it.
“The fiduciary’s job is to protect the estate and its beneficiaries. My job is to make sure they can do that — with the right information, the right documentation, and the confidence that every decision they make is defensible.”
Legal Discipline Without Legal Practice
The legal training shapes how every fiduciary situation is analyzed — duty of care, potential liability, defensibility of decisions, and the documentation that courts expect. All without purporting to practice law.
Licensed Broker in Both Key Markets
Active broker licenses in New York and California mean the real estate advisory is not theoretical. It is backed by credentials, market knowledge, and the ability to work alongside estate counsel and the court throughout the sale process.
AI-Powered Documentation
Access to the Fiduciary Intelligence System — a purpose-built AI platform for fiduciary documentation, deadline tracking, and decision memos — ensures the administrative layer of administration is handled with the rigor the legal layer demands.
Bilingual & International Capable
For estates with international assets or beneficiaries outside the U.S., full bilingual advisory in English and Spanish — with cross-border experience in U.S.–Latin American estate matters.
Principal-Led, Every Matter
Fiduciary advisory is personal. The advisor is Alejandro Hernandez III directly — not a team member, not a coordinator. The principal who takes the call is the principal who does the work.
How Estate Advisory
Works in Practice
New York & California —
Two of the Most Complex Probate Markets
New York Surrogate’s Court
New York’s Surrogate’s Court system is one of the most procedurally structured in the country — with specific filing requirements, court approval processes for certain transactions, and judicial oversight that makes every real property disposition a multi-step legal and market event.
- NY Surrogate’s Court probate advisory
- Letters testamentary & letters of administration
- Court-supervised sale advisory & overbid process
- Manhattan real estate valuation & disposition
- NY estate tax coordination
- Multi-borough property administration
California Probate Court
California probate involves a structured court process, mandatory creditor notification periods, and court confirmation requirements for real property sales above certain thresholds. The Beverly Hills and Los Angeles real estate market adds a layer of valuation complexity that requires both legal and market expertise.
- California Superior Court probate advisory
- Independent Administration of Estates Act (IAEA) advisory
- Court confirmation of real property sales
- Beverly Hills & Los Angeles property disposition
- California estate & property tax coordination
- Prop 19 & basis planning advisory
AI-Powered Fiduciary
Intelligence Systems
For fiduciaries managing complex or ongoing administration, the Fiduciary Intelligence System — developed through ARH Global Advisors LLC — brings AI-powered documentation, monitoring, and decision support to every stage of the process.
This is not generic software adapted for fiduciary use. It is a purpose-built platform calibrated to the legal standards of fiduciary administration, the documentation requirements of the courts, and the decision-making obligations of trustees and executors.
Decision Intelligence Engine
Analyzes fiduciary decisions against duty-of-care standards and generates court-ready decision memos with supporting rationale.
Deadline & Compliance Monitor
Maps every filing deadline, notice requirement, and court date — with escalating alerts calibrated to the consequence of each obligation.
Document Intelligence Generator
Automated production of trustee resolutions, beneficiary notices, distribution memos, and annual accounting preparation.
Risk & Conflict Detection
Continuous monitoring for self-dealing risk, duty-of-loyalty conflicts, imbalance between beneficiary classes, and undisclosed interests.
Complete Audit Trail
Timestamped, tamper-evident record of every decision, communication, and action — organized for the court review that may come years later.
Who Refers Clients
for This Advisory
Estate & Probate Attorneys
CPAs & Tax Advisors
Financial Advisors & Wealth Managers
Medical & Care Professionals
Fiduciary Responsibility
Deserves the Right Advisor.
If you are serving as an executor, trustee, or personal representative — or advising someone who is — a confidential conversation is the right starting point. No matter where you are in the process, there is value in having the right perspective alongside you.