Personal Property and Estate Consulting Services:
Everything from estate to charitable donations
Estate Assessment/Evaluation Report
When a written report is necessary for a third party for a small estate with minimal value, we provide a document that verifies the contents and gives an estimated value for estate and/or settlement purposes.
This is a branch of our business that is basically a non-fee service that we provide to attorneys, trust departments, fiduciaries, retirement centers, and to the general public to help steer them to the best sources available in the industry.
We want what is best for you and that is why we provide a verbal estate assessment with recommendations for a nominal charge.
Supervise or Oversee
For a nominal charge, we assist our clients by supervising a service such as a move, shipping, or what ever else might be needed to help facilitate the situation.
I trust you and your experience, and it is not every day that I feel my interests really came first.
...Nancy loveland, financial planner
Tom and Ron each have their own talents and as a team, they are truly the best.
...Diane Bykowski, artist and educator
In our industry there is a lot of concern that the personal property is properly identified, inventoried, and valued. Your valuations have never been called into question, and we have complete confidence in your abilities.
...Eben Bull, Certified Fiduciary Services, property manager