Estate Downsizing Services

Estate & Downsizing Specialists has the experience to assist individuals and professionals in making decisions regarding the various aspects of estate, trusts, and guardianship management. We often see companies come into an estate and pick the high value items for an auction, leaving everything else to be dealt with. When you call EDS we assist with the entire project helping you deal with every aspect of the estate process. For those high value items, we often negotiate a better commission rate than you would get if you called the company directly. We have consigned high value items to specialized and national auctions across the spectrum. You can set the process in motion with a free consultation. We’ll meet with you to establish your needs and objectives and find the right set of solutions for you.

Secure Home & Valuables
Our clients can count on us to secure their properties. We have unfortunately seen many properties virtually looted in the first few weeks of a transitional event. Professionals should have the locks changed and valuables secured immediately when informed of a client death, move to assisted living, or a long term care facility. Trusting individuals give neighbors keys, caregivers may have access, even family members can be subjected to false claims because security wasn’t considered. We provide this service 7 days a week.

Hoarding Specialist
No one in the area has more experience with the hoarder clean-up and liquidation than Estate & Downsizing Specialists. We have completed projects that most people would never believe. Projects where we had bulldozers and skid steers, a dozen 40 yard dumpsters large teams of clean up techs.

On many of these projects there is a salvage component, a salable goods component and a general clean-up component. Many have been completed to prepare real estate for sale. We know how to pick out the trash from the treasure. Our experience will maximize any value that’s there. We have crews and contractors ready to handle even the largest projects and nothing scares us away. Most importantly, we will get the job done.

Donation Services
Whether you have a simple donation to a local charity, or are donating to a museum or institution, EDS can handle your needs. We provide FMV evaluations of items donated, and provide all of the IRS forms for your Charitable Contribution Deduction . We also provide gift appraisals for our clients. When we manage the process for our clients we donate or recycle every item that we can’t sell or that our client request be donated. We will take items to the charity of your choice or we will choose one of our favorite charities like the Monroe County History Center. Appraisal fees are often tax deductible, check with your tax professional. See our Charitable Donation area for more information.

Medical Sell Downs
Estate & Downsizing Specialists understands the process involved in situations where health has forced an individual into long term care provided by Medicaid. Medicaid rules require a process to liquidate assets. From a small apartment to a complex home and businesses, we have assisted many families and professionals with this process.

Our extensive experience includes almost every circumstance you can imagine. Don’t be afraid to call us with the tough ones. Sometimes there is a hoarding element, sometimes conditions haven’t been good for a long time. We understand that in many instances there is no liquidity. We are accustomed to carrying expenses until the sale of assets can be completed. In these circumstances we often provide turnkey services from start to finish, ultimately selling the real estate asset(s) as the final step.

Call Estate & Downsizing Specialists first and let our experience help you make the right decisions if you or your clients are in a Medicaid circumstance.

A guardianship is directed by a legal guardian. This individual is appointed by the courts to protect the interest of an individual incapable of caring for his or her own personal and property interests. The guardian may refer to their client as a ward. This appointment may be due to illness, incapacity or disability. Parents of minors are considered the legal guardian of their minor children. Parents, who have planned their estate with a legal will, may designate who will become a child’s legal guardian in the event of their death.

Guardians call on us often for a large number of services. The inventory/appraisal report is a tool that is very necessary to establish the content and value of a wards personal property. We are often called in to secure and inventory a ward’s property after the Guardian is appointed to assist in protecting the assets of the protected person. Guardianships are approved and overseen by the judicial system. This means that most decisions regarding real estate and personal assets could require court approval. Our report will provide the data necessary to make the right decision for the individual. Guardians may have us do a very detailed report or a generalized report. The extent of the work will depend on the reason and the specific circumstance. From changing locks and securing valuables, moving a client to an assisted living environment or conducting a professional estate tag sale, Guardians use some or all of our services as they manage their clients’ needs.

Expert Witness Testimony
The nature of our business can have litigious and contentious aspects from unhappy beneficiaries to full blown court driven disputes. We are always available to provide expert testimony if needed. BACK TO TOP