Our Services
Estate & Trust Management
During sensitive times of significant life changes, managing an estate or trust can be an overwhelming process, often involving legal complexities and conflicting agendas. At Brogley’s we understand these challenges and are dedicated to providing the highest quality of service with utmost privacy and compassion.
Our Approach
We work closely with executors, trustees, family members, and legal advisors to ensure accuracy and transparency throughout the entire process. Our skilled team provides personalized assistance in:
Comprehensive Asset Inventory
Meticulously creating detailed inventories of all assets
Efficient Property Distribution
Distributing belongings according to established wishes, legal guidelines, and family considerations
Navigating Life Transitions
Leveraging over twenty years of experience to manage the multitude of details involved in estate management during life transitions
How We Help
With thoughtful planning and respectful mediation we reduce stress, prevent disputes, and facilitate a smooth, dignified transition for everyone involved. Our team meets your needs and timetables by:
Coordinating Professionals
Harmonizing family wishes, schedules, and agendas with attorneys, realtors, auctioneers, estate sales agents, and other professionals
Valuation and Preservation
Discerning items of value and finding and preserving important documents, memorabilia, and other significant items
Personal Property Distribution
Efficiently distributing personal property
Archiving and Logistics
Archiving materials, and arranging for appraisals, moving, shipping, and storage
Sales and Donations
Offering specified items for sale to auction houses and dealers (subject to your acceptance), and arranging charitable donations with full documentation, IRS forms, and financial summaries
