Estate Analyst Survey

This short questionnaire helps us understand the estate and determine whether Estate Analyst services or consignment support may be appropriate.

This is a non-binding information request. Submitting this survey does not obligate you to any services.

Your Role

1. What is your role?

Executor / Personal Representative Family member Attorney / Professional advisor Trustee Other

2. Are you authorized to make decisions?

Yes Not yet Not sure

Estate Overview

3. Property type

Single-family home Condo / apartment Multiple properties Storage unit only

4. Approximate size

1 bedroom or smaller 2 bedrooms 3 bedrooms 4+ bedrooms

5. Is the property occupied?

Vacant Partially occupied Occupied

Contents & Value

6. How full is the home?

Lightly furnished Average household Very full Overwhelming / hoarded

7. Types of items present

Furniture Antiques / collectibles Artwork Jewelry Tools / garage Household goods

8. Estimated resale value

Significant value Some value Unsure Minimal value

Goals & Timeline

9. Primary goal

Maximize value Settle efficiently Reduce stress Meet legal obligations

10. Timeline

Immediate (1–2 weeks) 30–60 days Flexible Not sure

Support Needed

11. Services of interest

Estate Analyst review Online consignment sales Estate cleanout Donation coordination Junk disposal Home preparation / repairs

Next step: This survey is currently informational only. When live, submissions will be securely reviewed and followed up with recommended next steps.

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