What we do · Release & Distribution
Getting It to the People It Belongs To
The end of the job, and the part most worth getting right, because it is where a well-run administration can still generate a dispute.
No fee to talk it through, and no client details needed to start. If the timing is urgent, call rather than email.
Witnessed
Inventory signed by two attendants and by you
Named
Access limited to individuals you name in writing
1983
Operating on the Galt Ocean Mile since
Honoured
Valid legal process, and we publish that
Handing things over informally
Property released without a signed receipt against the original inventory leaves the representative exposed all over again. Six months later a beneficiary says they never received the watch, and the representative — who did hand it over — has nothing to show.
How release should work
- Only on documented authority from the representative.
- Item by item against the original inventory.
- Signed receipt from the person receiving it.
- Photographs at release where the item is significant.
- The record closed out and provided to the representative.
How we handle it
- 01Confirm authority for each release.
- 02Check items out against the inventory, not from memory.
- 03Take a signed receipt from each recipient.
- 04Photograph significant items as they leave.
- 05Provide the closed record to the representative and to counsel.
Release in tranches as distributions are agreed rather than all at once. It is administratively slightly more work and it produces a much cleaner record, because each release is tied to a specific decision.
Said plainly
Where we stop
We release to whoever the representative documents, and we do not adjudicate whether that instruction is correct. If a beneficiary disputes a distribution, that is a matter for the representative and the court.
Common questions
- Can a beneficiary collect directly?
- Yes, where the representative documents the authority. They sign a receipt against the inventory.
- What if a beneficiary later says they got nothing?
- The signed receipt answers it, which is exactly why we take one.
- Can we release in stages?
- Yes, and it usually produces a cleaner record than a single handover.
- What happens to the record afterwards?
- Closed out and provided to the representative and anyone they name.
Who you are
Personal Representatives
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Probate Attorneys
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Beneficiaries
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Trustees
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Before Anyone Is Appointed
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Tell us what needs to move.
What, from where, and roughly when. You do not need an inventory to start the conversation, and if the job belongs with an armored carrier we will say so on the call.