For Fiduciaries and Trustees

As trustee, you answer to the beneficiaries or a court for how trust property was handled. The process has to hold up to review, not just the result.

So we work in stages you approve. We document what we found, propose what happens to it, and act only after you sign. Each item is recorded from the walkthrough to its final route, so the itemization matches what a beneficiary or a court asks to see.

When this is a good fit

• You owe an accounting to the beneficiaries, the court, or both
• You want approval points written into every stage of the work
• The trust holds an estate of personal property, from furniture to a coin collection, that needs review and disposition

When another path may suit better

• No accounting or approval trail is required for this property
• Trust counsel has not yet confirmed what is cleared for sale or distribution

Stages and sign-offs

Here is how a trust engagement runs.

• We walk the whole residence, plus any storage unit or second property in the trust, and set aside papers, photographs and family items
• You receive an itemized inventory of what we found
• We propose a route for each category: outright purchase, private auction, managed sale, donation or clearing
• You approve the written scope, with exclusions and dates, before anything is sold
• We carry out the approved stage and report back before the next one starts
• A final itemized record shows the disposition of every listed piece

Records built to your standard

Tell us the level of detail your duties call for at the start. A Chinese export porcelain vase, a signed Texas painting and a box of costume jewelry each get their own line, with the route each one took. You hand the record to beneficiaries or counsel without rewriting it.

Where our role ends

We do not read trust terms, rule on what a beneficiary is owed, or give tax advice. Those questions belong to you, the trust’s attorney and your advisors. We handle the personal property and the paper trail behind it.