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Guiding families through estate complexity and successor‑trustee responsibilities with services that deliver clarity, stability, and peace of mind.
Most people think estate planning is just paperwork and assets. It’s not.
An estate plan tells people what happens to your stuff.
A legacy plan goes much deeper.
Estate and legacy services backed by real experience, not theory.
Estate organization and transition planning
Practical structure, documents review, and planning support that improves transfer and reduces conflict.
Trust guidance
and services
Clear, real‑world support for grantors, successor trustees, and heirs.
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Real estate strategy
for estates
Assessment, planning, and coordination for properties held in trusts, supported by brokerage experience.
​Financial review and CPA‑informed analysis
Tax‑aware strategies (not tax prep) and financial oversight to help families manage and grow multigenerational wealth.
Consultation and
advisory support
Straightforward planning, coordination, and problem‑solving for trustees and families.
Why Choose
Advisory services that put your family’s needs first.
Experience and wealth of knowledge you can rely on • Active successor trustee for a complex estate • Decades in real estate, finance, and transition work • Author, educator, and speaker • CPA and broker experience • Understanding of admin, emotional, and practical challenges • Ability to guide families through high stakes decisions
Boutique advisory, not a volume shop • Direct senior level work • Family office style service • White glove support • Planning tailored to family dynamics and goals • One point of contact
Trusted guidance and practical solutions • Support for grantors and successor trustees across the estate lifecycle • Processes that preserve intent and reduce conflict • Practical tax aware strategies tied to real property • Advisory oversight that strengthens successor capability • Structure that minimizes surprises and improves transitions
What Makes
Unique
What Clients Say...
Eugene O.
“A must resource for income property owners that wish to maximally pass on the fruits of their lifetime efforts to their desired heirs with minimum government confiscation!”
Dr. George W.
"Tim Gorman exceeded my expectations by leaps and bounds. From an educational perspective, the series was as valuable as anything I’ve had…first grade to Ph.D.”
Legal and Professional Disclaimer
Gorman Estate & Trustee Advisory provides non‑legal estate advisory and administrative support. We do not provide legal advice, accounting, tax preparation, investment management, or services reserved for licensed attorneys, CPAs, or investment advisors. Clients should consult appropriate licensed professionals for those services. Gorman ETA works collaboratively with attorneys, accountants, financial professionals, and healthcare providers as part of an integrated estate transition strategy.