Work with clients managing estate transfers? We partner with you to best support your clients and your team throughout the process.
What you can expect from us:
We work with your clients every step of the way and make sure their experience is smooth, easy, and enjoyable. From cataloging to distributing to selling, we help your clients navigate splitting and downsizing their property.
We follow directives from our clients’ wills, trusts, or court orders. We provide the tools to transparently follow out these orders and ensure beneficiaries inherit property as intended. We take client confidentiality very seriously and never disclose information without consent.
We provide consistent reporting and up-to-date dashboards for you to track the outcome of the appraisal and asset distribution process. This surfaces details about your client’s estate that can inform how you proceed with your estate management.