ESTATE & TRUST SETTLEMENT SERVICES
We document as much or as little as your process requires, from a photographed contents list your office values, to a valued inventory with specialist appraisals.
Every engagement is quoted as a fixed fee, agreed in writing before work begins, so the estate knows its full cost up front. Havellin never charges the estate a commission or a percentage of sale, auction, or estate value.
Our documentation can be built to feed a Florida probate inventory (§733.604 / Rule 5.340) or a trustee's accounting. You set the scope, it's written into our agreement, and we work within your process. Our reference guide for counsel and trustees, covering fees, credentials, insurance, and documentation, is available below.
A Transition Concierge leads every engagement as your single point of contact. Property Specialists do the hands-on work, backed by a network of vetted appraisers, auction houses, collectibles buyers, dealers, movers & packers, and home preparation trades.
Nothing of value leaves without written, item-by-item approval from the personal representative or trustee, who decides what is kept, sold, donated, or discarded.
Our principals are licensed agents with Douglas Elliman Palm Beach and may have an interest in listing the estate's real property. Brokerage is always a separate agreement and if you engage another agent, the estate work is unaffected in scope or price.
Our Core Commitments
Every engagement is governed by the same standards
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A fully itemized written estimate before any agreement is signed. No estimate is issued sight-unseen.
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Every engagement is quoted as a fixed fee. Havellin never charges the estate a commission or a percentage of sale, auction, or estate value.
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A significant scope change triggers written notice, and no additional work proceeds without a signed change order.
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Whatever the engagement scope, anything we move, sell, donate, or dispose of is recorded and receipted, and that record goes to you.
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All Havellin personnel, whether owners or contract staff, are bound by a written confidentiality obligation as a condition of engagement. Third-party vendors are supervised on site by a Transition Concierge and are never left with unaccompanied access. Nothing shared without written consent.
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All project files retained for seven years from close.
What You Can Receive and When
Documentation scope is set with you at engagement. Some fiduciaries want the complete record produced by us; others keep the inventory in-house and engage us for the physical work alone. The estimate reflects the scope you choose.
1 · At Engagement
A scope memo covering the property, the rooms, and the asset categories identified on walk-through. An itemized written estimate before any agreement is signed, and the executed agreement for your file. A deadline map: in probate, the statutory inventory date calculated from issuance of Letters with our milestones set backward from it; in a trust, our schedule aligned to your accounting cycle.
2 · After Inventory
When we are engaged to document, a categorized asset schedule with description, location, quantity, condition, date-of-death fair market value, and the valuation source stated. The full photography set, reference-numbered and linked to the corresponding line. An appraisal flag list showing which categories are flagged for formal valuation, which appraiser is engaged for each, and expected turnaround.
3 · During Disposition
Written approval requests, itemized item by item, before anything of value leaves the property. Verbal approval is never accepted. A running disposition log updated as items are distributed, sold, donated, or disposed of, available at any point in the engagement. Donation receipts from verified charities and disposal manifests from licensed vendors as each hand-off occurs.
4 · At Close
Your file, delivered directly: the disposition audit trail, donation receipts, disposal manifests, signed family distribution receipts, chain of custody on high-value items, and the property condition report with final walk-through photography. Where we are engaged to document, the final inventory with values and sources and the full photography set are included. Retained seven years and reproducible on request.