602-456-4340
robert@premierassetliaisons.com
Day-to-day management of tangible and financial assets by a Licensed Fiduciary to protect value, minimize risk, and move the estate forward efficiently.
Includes: securing and safeguarding property, coordinating inventory and appraisal, vendor selection and supervision (auctioneers, movers, cleaners, locksmiths), sale/disposition oversight (auction, consignment, donation), chain-of-custody and proceeds tracking, and periodic status reporting.
Skilled, on-the-ground support working under fiduciary direction to keep projects organized.
Includes: on-site cataloging and photography, data entry into inventory logs, labeling and packing, scheduling and vendor logistics, pick-ups and deliveries, donation documentation, research for valuation support, and general admin/communications.
Strategic leadership and decision-making by the Principal Fiduciary on complex or time-sensitive matters. Ideal when legal, financial, or family dynamics require seasoned judgment and formal authority.
Includes: oversight of estate/trust administration, prioritization of tasks and timelines, direction of asset recovery and disposition strategy, coordination with attorneys/courts/beneficiaries, approvals and sign-off on major actions, resolution of disputes, and final review of accountings and distributions.
We schedule qualified appraisers, gather comparables, and consolidate documented valuations into one easy-to-review package.
We quickly identify, secure, and tag high-value items—with photo evidence and chain-of-custody logging—to protect estates from day one.
Room-by-room inventories with photos, labels or barcodes, when possible, rolled into clear reports suitable for courts and beneficiaries.
From debris removal to donation and recycling, we return properties in broom swept condition.
We vet auction houses and estate-sale vendors, track lots and proceeds, and ensure a transparent financial closeout.
We schedule and oversee movers, cleaners, locksmiths, and trades—managing estimates, approvals, timelines, and quality checks.
Custom projects for trusts, conservatorships, and probate matters.
We oversee distribution of assets to heirs, beneficiaries, and charities based on client direction.
We handle sentimental items, from photos and memorabilia to heirlooms, with the utmost care, ensuring their preservation and proper handling with a focus on their emotional value.
602-456-4340
robert@premierassetliaisons.com