Service
Inheritance and Estate Coordination
Holding an inheritance together across countries, heirs and professional disciplines, so that decisions can finally be made on a shared set of facts.
Inheritance matters rarely fail on law. They fail on coordination — heirs working from different information, professionals engaged out of sequence, and months passing between calls. Coordination is the work of keeping one clear record and one clear plan.
What the work includes
- Identifying the assets that make up the estate
- Organizing documents scattered across branches of the family
- Coordinating heirs and keeping everyone working from the same information
- Obtaining qualified professional advice where it is required
- Arranging valuations through appropriate professionals
- Supporting mutation and transfer processes
- Coordinating sale or distribution once the family has decided
- Maintaining a clear record of decisions and expenses throughout
What you receive
- A consolidated position paper the whole family can read
- A step plan with owners, sequence and dependencies
- A maintained record of decisions, approvals and expenses
- Consolidated written reporting on an agreed cycle
Typically suited to
- Several heirs spread across different countries and time zones
- Estates where documents are incomplete or held by different people
- Families unable to agree whether to sell or retain a property
Process
Where this sits in the engagement
Work usually begins with a confidential enquiry and a suitability call, followed by a paid situation assessment and a written resolution plan.
Start with a brief, confidential conversation
Tell us what you are dealing with. If we are not the right fit, we will say so and point you in a more useful direction.