Retain or distribute
Identify property the family plans to keep or distribute, and protect important records and keepsakes.
For executors, personal representatives, and estate professionals
Settling an estate may involve real estate, household contents, collections, appraisals, family decisions, legal requirements, and deadlines—often at once. Prime works with executors, estate attorneys, trustees, and families to understand the assignment and define an organized path forward.

Well-intentioned family members may start removing, donating, or discarding property before the estate’s appraisal, distribution, or sale needs are understood. An initial review can help identify what should stay with the family, what may need valuation, and which assets may fit an auction or another path.
Not every object belongs at auction, and not every estate needs the same process. Prime can help establish a practical sequence before irreversible decisions are made.
Identify property the family plans to keep or distribute, and protect important records and keepsakes.
Define whether a documented personal-property opinion of value is needed and for what intended use.
Consider auction or a specialist referral for appropriate collections and individual assets.
Evaluate the home and its sale strategy alongside the contents and estate timeline.
When an inherited home must also be sold, the real estate timeline affects many decisions about its contents. Prime can consider the home, personal property, appraisal needs, access, and timing together, then define separate scopes where appropriate.
Considering the sequence together does not mean every service must be performed under one engagement. It means the timeline and responsibilities are discussed before work begins.
Support can be scoped to the assignment
Share the property or assignment, the people involved, the timing, and the decision you need to make. Prime will review the situation before recommending a scope.