LIQUIDATE
Every Estate
Has a Finish Line.
We Build
the Road.
A consulting partner for probate attorneys, trust officers, and fiduciary professionals navigating the full financial afterlife of an estate.
When the Family Says It's Worth More Than It Is
A residential estate in Fairfield County arrived with a family estimate of $2.4M in personal property. Our certified appraisal team catalogued 1,847 items across six rooms in four days — furniture, fine art, silver, jewelry, and a mid-century watch collection. Final appraised value: $1.1M. The discrepancy would have triggered a contested distribution and delayed probate by eighteen months. It didn't.
$340,000 in Exposure We Found Before the IRS Did
A trust officer at a regional bank referred us to a $4.2M estate with unreported capital gains embedded in a family limited partnership formed seventeen years prior. Our tax team restructured the asset disposition sequence, applied step-up basis elections on qualifying property, and coordinated with outside estate counsel to file amended returns. The estate closed with $340,000 in tax liability eliminated — legally, documentably, before the nine-month filing deadline.
Three States. Two Contested Beneficiaries. One Close.
A contested estate spanning residential property in Connecticut, a commercial warehouse in New Jersey, and a vacation property in Florida required simultaneous disposition across three jurisdictions with two beneficiaries in active dispute. We coordinated licensed auction houses in each state, managed competing appraisal demands from both parties, and structured a court-approved sale sequence that neutralized the dispute by making the market, not the attorneys, the final arbiter of value. All three properties closed within 90 days.
The IRS Filed a Lien. We Filed a Resolution.
An elder law firm referred a $1.8M estate where an IRS federal tax lien — filed against the decedent for six years of unfiled returns — had frozen all asset transfers and stalled probate for eleven months. Our team filed an Offer in Compromise on behalf of the estate, produced documented evidence of economic hardship across the estate period, and negotiated a full lien release for 22 cents on the dollar. The estate distributed within sixty days of acceptance. The family had been waiting three years.
Ready to Add a Full Liquidation Team to Your Caseload?
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Attorney's Estate Liquidation Checklist
A co-branded, court-ready checklist covering asset identification, creditor notification timelines, appraisal requirements by state, and disposition sequencing. Used by 340+ probate attorneys.
- 47-point asset inventory protocol
- Creditor claim priority matrix
- State-by-state appraisal requirements
- IRS filing deadline calendar
- Auction vs. private sale decision tree