Forensic Restoration Apex
The highest-complexity fiduciary engagement Brown Management offers. Reserved for estates with active heir misconduct, asset diversion, or multi-party conflict requiring forensic reconstruction and court enforcement.
What the Apex Engagement Delivers
Every Forensic Restoration Apex engagement covers all three pillars — no scope carve-outs, no add-on billing.
Asset Tracing
Full forensic reconstruction of estate assets — bank accounts, real property, business interests, retirement accounts, and digital assets. We identify what is missing, where it went, and who authorized the movement.
- Forensic asset inventory
- Transaction timeline reconstruction
- Missing asset report with recovery pathway
Surcharge Strategy
When a beneficiary or prior fiduciary has diverted, damaged, or unauthorized spent estate assets, we build the evidentiary record for a Motion to Surcharge. Every dollar of unauthorized conduct is documented, valued, and presented to the court.
- Surcharge Itemization Table (Exhibits C & D)
- Notice of Motion to Surcharge
- Supplemental Declaration of Keenan Brown
Active Neutral Enforcement
We do not merely administer — we enforce. As the court-appointed neutral, we have standing to compel compliance, seek sanctions, and invoke the court's contempt power against parties who obstruct the estate. This is the difference between a passive administrator and a Forensic Fiduciary.
- Compliance demand letters
- Court status reports
- Contempt motion preparation if required
The Hormozi ROI Table
Every number below is court-verified. Case No. PROVA2300073, Superior Court of California.
| Metric | Value |
|---|---|
| Engagement Fee | $18,500 |
| Assets Recovered (Maine) | $80,000 |
| ROI Multiple | 5.3× |
| Heir Surcharge Recovered | $42,000 |
| Tax Errors Corrected | $23,000 |
| Unauthorized Spend Clawed Back | $15,000 |
What Could You Recover?
Enter the estimated amount diverted by the hostile heir or prior fiduciary. We project your recovery range using the documented ROI from our case history — anchored to the 5.3× result in Estate of Alice Maine.
Projections are illustrative estimates based on documented case results (3.2×–5.3× ROI). Individual results vary.
Four Documented Case Results
Heir diverted $42,000 in estate funds. Asset tracing + surcharge motion recovered full amount plus penalties.
Tax errors and undisclosed business interests identified. Forensic audit corrected estate tax filing.
Unauthorized property transfer reversed. Court ordered restitution plus costs.
Cryptocurrency and brokerage accounts identified and secured. Beneficiary dispute resolved via neutral enforcement.
Everything Included at $18,500
No scope carve-outs. No add-on billing. No hourly overages.
Every hour we save through systematic forensic methodology is an hour not billed to the estate. Our flat fee means our incentive is aligned with yours: resolve faster, recover more, bill less. Traditional hourly firms have the opposite incentive.
Is the Apex Engagement Right for Your Estate?
- ✓A beneficiary or heir has diverted estate funds
- ✓Prior fiduciary conduct is under investigation
- ✓Multiple beneficiaries are in active conflict
- ✓Assets are missing, undisclosed, or unaccounted for
- ✓Court intervention has been requested or is likely
- ✓Sovereign Case Diagnostic™ score is 70 or above
- ✗Estate is straightforward with cooperative beneficiaries
- ✗No suspected asset diversion or misconduct
- ✗No active court disputes or petitions
- ✗Diagnostic score is below 50
- ✗Single beneficiary with clear documentation
- ✗Timeline is not urgent
Request Your Forensic Restoration Apex™ Intake
Submit your contact information and a brief description of your matter. Keenan Brown reviews every submission personally and responds within 24 hours.
Ready to Begin the Forensic Restoration?
The Apex engagement begins with a Sovereign Case Diagnostic™. If your score confirms critical complexity, we schedule an intake call with Keenan Brown directly — no intake coordinator, no junior staff.
$18,500 flat fee · All-in · No hourly surprises · Direct access to Keenan Brown
Keenan Brown · California Licensed Professional Fiduciary #790 · Licensed by the Professional Fiduciaries Bureau, California Department of Consumer Affairs
This page describes services offered by Brown Management. It does not constitute legal advice. Past results do not guarantee future outcomes. Individual case results vary based on estate complexity, asset type, and court jurisdiction.