Estates & successions

Estates need a third party

Estate sales rarely involve only the owner. An executor, a notary, a lawyer or a family member often gives instructions, signs documents and receives correspondence on behalf of the estate. Selloff handles this through consignment representatives.

Representatives on consignments

Any contact can be flagged as a consignment representative. On a consignment, you select the representative and their type from a list you define, for example executor, notary, lawyer or heir. The consignor remains the estate, or the person who owns the goods, and receives the statements and payments.

With Documents are addressed to the representative ticked, the lots list, delivery receipt and sale contract use the representative's address in the window, and the consignor's details move beside it. The representative's primary email address is added to the consignment's recipients, and placeholders for their name, address and type are available in your document templates.

On the representative's own record, the "As representative" section lists every consignment and appraisal they are involved in, so a notary's files are easy to follow.

From valuation to sale

Estates often start with an inventory. Appraisals record the contents, lot by lot with photos and estimates, with the same representative option; appraisal fees can be invoiced to the client or to the representative. The lots the family decides to sell are promoted to inventory, and those they give up can be handled with a waiver of rights.

When an estate deserves its own sale, an option lets you create a sale directly from a receipt with all its unsold lots. Identity documents and bank details stored on the contact records complete the file for compliance and payment.