A Team That Helps You Succeed
Concierge-level support for trustees, attorneys and fiduciaries — from documentation to distribution.
Detailed documentation & full transparency
Fair market value through competitive bidding
Secure, fast results with verified pickup
Theresa Wan, CPA
Over 30 years working with Trustees, Attorneys and Fiduciaries.
Detailed Documentation & Full Transparency
We provide the documents and reporting for due care of your fiduciary responsibilities. Detailed documentation trail for every item sold and everyone can follow the auction online while it is in progress. A detailed report of what sold and the sales prices for estate distribution and accounting.
Meet Theresa Wan, CPA
Theresa Wan brings to the Concierge Alliance Group over 30 years with working with Trustees, Attorneys and Fiduciaries. She has successfully helped numerous Trustees and Attorneys with Estate Accounting and Reporting, Liquidations and Distributions from beginning to end.
How We Deliver Results
Three pillars that keep your process fair, secure and smooth.
Fair Market Value
Fair market value through competitive bidding by multiple interested bidders.
Secure & Fast Results
Goods are secure throughout the auction process. For estate sales, only winning bidders arrive on-site to pick up their purchases after an ID check. We don't even have to publish the address of the auction if that is a preference.
Detailed Reporting
A complete report of what sold and the sales prices for estate distribution and accounting.
Ready to simplify your next move or estate transition?
One team coordinating every detail — real estate, downsizing, sales, moving, and settlement.
Get In Touch
We would love to hear from you!
p 831.335.9000
rob@slawinski.com