Estate Asset Reallocation
Operational support for complex estate assets.
Scope
Defined coordination, documented boundaries
Each matter begins with qualification, conflict review, identification of the authorized decision-makers, and a written scope. AAP coordinates independent specialists rather than replacing the client’s legal, tax, financial, insurance, appraisal, lending, custody, or fiduciary professionals.
- Inventory and document-control coordination
- Independent appraisal and condition-review scheduling
- Chain-of-custody, insurance, storage, and movement coordination
- Private sale, auction, donation, distribution, or retention planning support
- Cross-border logistics and specialist referral coordination
- Reporting to the authorized executor, trustee, estate counsel, or representative
AAP does not act as executor, trustee, fiduciary, beneficiary representative, attorney, accountant, tax adviser, or appraiser. AAP works only within a written scope and under the direction of the legally authorized parties and their professional advisers.
