Estate & Trust Transitions
The house is usually the last thing anyone has capacity for, and the first thing with a deadline attached to it.
Decades of belongings have to be inventoried, divided among people who live in different states, shipped, stored, donated or sold. Then the property has to be emptied and handed over.
We manage it all.
what we handle
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Room-by-room inventory, photographed and itemized, before anything moves.
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Sorting and distribution to beneficiaries, including packing and shipping
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Clearing the property, with donations documented for the estate
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Storage, arranged and inventoried so a box can be found two years later
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Preparing the home for listing, sale or handover
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Specialists for fine art, wine, jewelry and antiques
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Coordinating with the estate liquidator or auction house
what we don't do
We don't run the sale, appraise, or give legal or tax advice. We know who does, and we'd be glad to bring them in.
how it works
Every specialist works as our subcontractor, under our insurance. The estate signs one contract with us and receives one invoice.
One point of contact, from the first walkthrough to the final handoff.
who this is for
Families and beneficiaries. Executors and trustees. Attorneys, fiduciaries, business managers and family offices who need the property handled while they handle everything else.
discretion
Everyone on our team is background-checked and under NDA. We don't name clients, and we don't photograph anything without written permission.