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Your loved one trusted you with their estate. That doesn't mean you know what to do with it.

I guide trustees and executors through the full estate settlement process, finding what you'd otherwise miss, protecting you from what can go wrong, and keeping your family connected throughout.

Services are paid by the estate. No out of pocket cost to you.

Being a Trustee or Executor can be a full-time job.

Estate settlement typically takes 9 to 18 months, and often comes at the expense of time, family relationships, and meaningful closure. The process often leaves a lot uncovered, from overlooked assets to opportunities to memorialize your loved one. Most trustees are doing this for the first time. They are grieving, trying to keep family relationships intact, and still dealing with their normal life. It's a lot. There's tons of guesswork and pressure involved, but there doesn't have to be. I take "I don't know what I don't know" out of the equation.

You received the trust documents and have no idea where to begin
You're coordinating with attorneys, CPAs, and financial advisors and it's starting to feel like a second job
There are family members with opinions and you need a neutral voice in the room
You're worried about making a mistake with assets, accounts, or property
You want to make sure nothing of value gets left behind or thrown away
You want someone to show you what to do next

How I help

I'm your project manager and partner for the entire settlement process. I find what you'd otherwise miss, bring the right people together, and keep things moving forward.

Roadmap & Project Management

A clear action plan for the full settlement process, prioritized, sequenced, and updated as things evolve. No guesswork about what comes next.

Asset Discovery

Unclaimed property, inherited airline miles, forgotten accounts, savings bonds. There's often more than you think. I know where to look and how to claim it.

Vendor Coordination

Estate sale companies, appraisers, real estate agents, cleaners. I vet, coordinate, and manage them so you don't have to. I won't let you get taken advantage of.

Professional Coordination

I work alongside your attorneys, CPAs, and financial advisors as the hub so that you're not managing four professionals independently while you're also trying to grieve and honor your loved one.

Scam & Vendor Protection

Probate-adjacent scams and predatory vendors cost families billions of dollars every year. I know what to watch for and how to protect you and the estate from people who prey on this moment.

Family Communication

Grief and money are a difficult combination. I serve as a neutral third party to help keep communication clear and family relationships intact.

Services

Every engagement starts with a free 20-minute consultation so I understand your situation before we discuss next steps.

Get oriented

Roadmap Session

A focused working session to triage the estate, map what needs to happen and in what order. You will receive a written action plan with clear and focused tasks that need to be completed. This is a great option for trustees who need clarity upfront but can execute independently.

Flat fee, or included in Full Service Settlement

Family dynamics

Family Mediation Sessions

Facilitated conversations for families navigating disagreements and confusion surrounding estate decisions. I serve as a neutral third party to help families move forward without damaging relationships.

Available à la carte at an hourly rate, or included in Full Service Settlement

Full support

Full Service Settlement

End-to-end project management of the entire settlement process, customized for your unique situation. I handle coordination, discovery, vendors, and communication, so you can focus on your family, your life, and honoring the grieving process.

Flat fee for the full engagement

All services are structured to be paid by the estate and classified as estate administration expenses, which means they typically come out of the estate, not your pocket.

My services are distinct from that of a probate attorney, CPA, financial advisor, appraiser, or licensed fiduciary. I work alongside your existing professional team as project manager and communication guide.

About Sienna

Sienna is an estate advisor who helps trustees and executors navigate the settlement process after the loss of a loved one. She will provide you with a clear action plan and help you preserve family relationships without leaving anything on the table.

What that work actually demands is detail-oriented project management, professional coordination, sharp negotiation, and the ability to keep groups working together when tensions are high. These are skills Sienna has spent the last 12 years honing.

With a decade of people management experience and a completed family mediation training, she excels at helping people disentangle wants from needs while working toward a shared outcome.

She also knows what it feels like to be in your position. After serving as trustee and executor for her grandmother and step-grandfather's estates, she found the process to be unstructured, chaotic, and lonelier than it needed to be. She got through it by leaning on her professional skills, taking a lot of deep breaths, and finding moments of levity in the heaviness.

Following this experience, she was moved to help guide others as they navigate this confusing and often painful process. Her goal as an Estate Advisor is to be a partner and an advocate, so that those going through this difficult experience are set up for success.

Working with Sienna, trustees and executors gain clarity on their responsibilities and goals, a tailored game plan built around their availability and priorities, the preservation of family relationships and memories, an exhaustive recovery of assets including those that often get overlooked, and, most importantly, the ability to move forward.

Sienna is based in New York City and works with clients remotely and occasionally in person.

Sienna Mintz

Background & Credentials

Global Operations Leader, Fortune 500 12 years building and leading operations, strategy, and client-facing teams across startups and enterprise
Family Mediation Training Completed formal mediation training with a focus on interpersonal and family conflict
Personal Trustee Experience Served as executor and trustee, navigating several full estate settlements
Emerson College B.S., Marketing Communications

Get in touch

Whether you're in the thick of estate settlement or just starting to figure out what you're dealing with, feel free to reach out. The first conversation costs nothing.

Book a free 20-minute call

Not sure where to start or whether you even need help? That's exactly what the free consultation is for.

Book a Free Consultation

What happens on the call
In 20 minutes, we'll talk through where you are in the process, what feels most urgent, who is already involved, and whether I can help. No need to have everything organized before we speak.

Based in New York City
Remote clients welcome
Evenings & weekends available