Comprehensive Coordination from Contract to Close
Appointed supports estate property sales by coordinating licensed professionals, documenting actions taken by the fiduciary and vendors, and organizing the transaction from listing through closing. All decisions and approvals remain with the fiduciary and counsel.
Activity is recorded in the Property Activity Report (PAR) to provide a clear, chronological, and court-presentable record of what was done, why it was done, and how it protected the estate.
We coordinate licensed haulers and cleaning vendors at the direction of the fiduciary or counsel to prepare estate property for sale. All activity is documented for the estate file.
We assist fiduciaries by coordinating repair and improvement activity selected and approved by the fiduciary or counsel, while maintaining a documented, compliance-focused record.
We coordinate estate sale, donation, or disposal activities as directed by the fiduciary, while maintaining a verifiable record of inventory, disposition, and proceeds.
Coordinate estate sale, donation pickups, or disposal of personal property at the direction of the fiduciary
Confirm vendors provide inventory lists, receipts, and photographic documentation for the estate file
Record proceeds and donations for inclusion in the estate’s accounting records
We assist fiduciaries by coordinating reasonable property security measures and documenting access, inspections, and preventative actions.
When insurance is needed, we connect the fiduciary with licensed insurance agents to obtain quotes or confirm active coverage. We track policy documents and key dates for reporting purposes.
Connect the fiduciary with licensed insurance agents to request quotes and/or confirm active coverage
Coordinate confirmation of vacant-home coverage when required due to vacancy status, lender requirements, or risk concerns
Collect and store policy documents in the estate file for reporting and exhibit reference
We assist fiduciaries by documenting potential risk factors and coordinating communications with licensed professionals as directed by counsel.
We help the fiduciary evaluate and coordinate short-term funding options, when needed, by connecting them with qualified lenders or escrow-based advance solutions. The fiduciary and counsel approve all borrowing decisions.
Coordinate introductions to qualified lenders or escrow-related advance providers at the fiduciary’s direction
Track payoff status through escrow based on lender/escrow documentation
Document funding and repayment activity for inclusion in the estate’s accounting records and court reporting
Appointed coordinates the referral of estate listings to licensed brokerages or agents selected by the fiduciary and provides documentation and reporting support throughout the transaction.
From contract to close, Appointed supports estate property sales by coordinating licensed professionals, organizing documentation, and providing transparent reporting—while all decisions remain with the fiduciary and counsel.
