Stop Chasing Signatures &
Trust Schedules.
You should be focusing on UHNW tax strategies, family legacy planning, and multi-generational wealth—not compiling K-1s or formatting asset lists. Hire a specialized VA to manage document assembly, CRM hygiene, and multi-party coordination.
Harrison Family CLAT Formation
VA: Prepped Schedule A (Assets) and routed DocuSign to grantor and trustee.
Q4 Tax & Valuation Prep
VA: Compiled appraisal docs and sent securely via ShareFile to the external CPA team.
Annual Charity Annuity Tracking
VA: Verified receipt of the 5% annuity payment to the designated university foundation.
Wealth Modeling
CLAT vs CLUT PDF Updated
Proficient in Wealth Management & Estate Tech Stacks
Focus on Strategy. We Handle the Assembly.
Your highest value is advising UHNW families on tax mitigation and philanthropy—not spending hours chasing CPAs for K-1s or formatting complex asset schedules.
Document Assembly
We organize the initial paperwork for CLATs and CLUTs, formatting Schedule A asset lists, and preparing execution copies for wet or digital signatures.
Multi-Party Coordination
Setting up a trust requires teamwork. We liaise directly with the client's CPA, estate planning attorney, and the designated charity to ensure all documentation is shared securely.
Data Entry & Modeling Prep
We handle the tedious data entry of financial figures, IRS Section 7520 rates, and asset valuations into NumberCruncher or your preferred estate planning software.
Payment Tracking
We maintain strict logs and set CRM reminders to ensure that the required annual annuity or unitrust payments to the charitable beneficiary are executed and documented on time.
CRM & File Hygiene
We keep your Wealthbox or Salesforce instances immaculate. Every email, K-1, appraisal, and trust document is properly tagged, filed, and compliant with SEC/FINRA standards if applicable.
Presentation Formatting
We take your raw financial models and format them into beautiful, easy-to-understand PowerPoint or PDF presentations for family legacy meetings and board discussions.
Why Choose Sagedoer?
Estate planning requires zero errors and absolute reliability. Access a highly trained ops expert through one dedicated manager. We oversee operations at no extra charge.
| Feature | Traditional Freelancers | The Smart Choice Sagedoer Managed VA |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must juggle and supervise your own assistants | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with unverified remote work credentials | Internally vetted, rigorously trained ops experts |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start the hiring and training process all over again | Seamless internal replacements with zero workflow disruption |
Our 4-Phase Workflow
Seamlessly integrate an expert planning assistant into your advisory operations.
Submit Requirements
Share your CRM stack (Wealthbox/Salesforce), document management tools, and preferred workflows. Choose your communication channel.
Finalise the Plan
Our dedicated project manager will promptly get back to you to review data entry volume, formatting needs, and finalise partnership details.
Expert Execution
Your project manager takes full charge, managing the VA's daily task list (document assembly, CPA coordination) seamlessly through our team.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.
Simple, Transparent Pricing
No platform fees. No minimum terms. Scalable administrative support.
Part-Time
20 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time
40 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Estate & Wealth Advisors
"Setting up a CLAT involves endless emails between our firm, the client's CPA, and the trust officers. Sagedoer’s VA took over the entire document assembly and coordination process. Now I actually have time to focus on the advanced modeling."
James V.
Principal Philanthropic Advisor"Having an assistant systematically follow up on annual valuation reports and track the required annuity payouts ensures our high-net-worth clients remain perfectly compliant with IRS regulations without me micro-managing the CRM."
Eleanor C.
Estate Planning AttorneyFrequently Asked Questions
Are they familiar with trust documentation and CRMs?
Yes. Our VAs are trained to navigate wealth management software (like Wealthbox or Salesforce), organize sensitive trust formation documents, and manage secure data rooms for UHNW families.
Can they handle multi-party coordination?
Absolutely. A key part of their role is acting as the liaison between your firm, the client's CPA, their estate attorney, and the designated charitable foundation to ensure all parties have the necessary K-1s and asset schedules.
How do they help with ongoing trust maintenance?
They maintain strict CRM logs and trigger workflows to ensure that the required annual annuity (CLAT) or unitrust (CLUT) payments are made to the charity on time, and they gather the necessary valuation documents for the CPA each year.
Build the Strategy.
Delegate the Assembly.
Hand over the tedious document formatting, CRM hygiene, and multi-party coordination to our specialized estate planning experts.
Submit Your Requirements
Securely processed by Sagedoer. Your data is strictly confidential.