Your Estate Plan Names People. We Help Make Sure the Plan Can Actually Work
Private estate-readiness and family continuity planning for people who want more than documents in a binder.
What happens first?
Who contacts the attorney, advisor, insurance professional, custodian, employer, property manager, or other essential parties?
Where is the critical information?
Can the right person locate records without exposing passwords, account numbers, or sensitive information unnecessarily?
Who steps in—and when?
Does each person understand the intended role, and is there a workable backup?
How does the household continue?
What must happen with children, pets, property, recurring obligations, a business, and family communications?
A trust, will, power of attorney, and beneficiary designation can establish important legal rights and responsibilities. But documents alone do not necessarily tell a family how the plan will operate in real life.
The people named may not fully understand their roles. Important information may be scattered. Family members and professional advisors may not know who should call whom—or what must happen first.
We help families address that operational gap before a crisis occurs.
Private. Family-specific. Built to work alongside your attorney, CPA, financial advisor, insurance professionals, and custodian.
How We Work
Understand
We begin with a private conversation to understand the family’s circumstances, existing planning, and practical concerns
01
Clarify
We identify areas where expectations, responsibilities, or coordination may require further attention.
02
Prepare
We develop a family-specific operating plan designed to support practical continuity.
03
04
Deliver
We privately review the completed materials with the family and identify when changing circumstances may warrant revisiting the plan.
Coordinate
Where authorized, we work alongside the family’s independent professionals so planning and implementation remain appropriately aligned.
05
A planning engagement does not appoint Estate Operator—or any individual—as trustee, executor, agent, guardian, or fiduciary. Legal authority arises only through the applicable documents, law, appointment process, and formal acceptance.
Designed For Families Who Have More Than Paperwork to Coordinate
How We Support You
Estate Operator may be appropriate when:
You already have a trust, will, or powers of attorney but have never tested how the plan would function.
A relative, friend, professional, or institution is named to act, but the family is uncertain whether the arrangement remains practical.
Children, pets, property, a business, multiple residences, or complex professional relationships would require coordination.
You are considering whether responsibilities should remain with an institution, move to an individual, or be divided.
A death, diagnosis, move, marriage, divorce, new property, business event, or family conflict has changed the underlying circumstances.
You want your family to know what to do without exposing sensitive credentials or rebuilding your intentions during a crisis.
Services
Fiduciary Readiness Assessment
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Family Fiduciary Plan Essentials
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Family Fiduciary Plan Comprehensive
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Future Updates
Personalized Support. Clear Steps. Peace of Mind.
Danielle “Dani” Ulmann is the founder of Estate Operator and Core Hire Systems, Inc.
Based in Honolulu, Dani brings an operator’s perspective to family continuity: clear responsibility, thoughtful coordination, practical handoffs, and respect for the independent professionals already advising the family. Her professional work is rooted in operating systems: identifying who is responsible, sequencing what must happen, organizing information, documenting handoffs, and coordinating the people needed to carry out a plan.