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:
Concierge service - we work with your clients every step of the way so that you can support them elsewhere. From cataloging to distributing to selling, we help your clients navigate splitting and downsizing their property.
Compliance - We follow directives from our clients’ wills, trusts, or court orders. But, many times these documents generalize a group of assets to be distributed evenly. We provide the tools to transparently follow out these orders and ensure beneficiaries inherit property as intended.
Comprehensive reporting - 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.