Our Estate Services professionals offer a state-of-the-art approach to assist families in the coordination and disposition of personal property and real estate in transition.  

Individuals responsible for coordinating the disposition of an estate often act as representatives of other family members and may be need to do so from another state or country.

We’ve developed a web-based private client portal that provides remote access to regular progress and activity reports, photos of work in progress and, if needed, the ability to sort through an online inventory of personal property.

Our step by step process ensures all parties involved are on the same page and have a mutual end goal.

1. Secure the Estate

2. Custom Needs Assessment

3. Suggest a Personalized Plan of Action

4. Execute the Plan