Estate Transition & Asset Management · A Stonix Group Company
Every asset accounted for. Every transition handled with care.
Stonix Estates brings documentation, logistics, and discretion to one of the most consequential moments a family or fiduciary will manage.
Stonix Estates
Division Overview
Stonix Estates
Settling an estate or preparing a property for transition involves far more than clearing a home. It requires an accurate record of what exists, a defensible account of where it goes, and a coordinated plan that respects deadlines, beneficiaries, and the people involved.
Stonix Estates combines forensic inventory practices with modern documentation tools, including 3D digital twins and QR-coded asset tagging, so that executors, attorneys, and families can make decisions from a complete and verifiable picture.
Services & Capabilities
What we provide.
01
Estate Transition & Logistics Management
End-to-end planning and coordination of the physical transition of a property and its contents, from first walkthrough to final handover.
02
Forensic Estate Inventory & Auditing
Methodical, room-by-room documentation of personal property, prepared to support executors, beneficiaries, and legal review.
03
Digital Twin Property Documentation
Immersive 3D capture of the property and its contents, creating a permanent visual record that can be reviewed remotely by all parties.
04
Asset Inventory & QR-Code Tagging
Individually tagged items linked to a searchable inventory, simplifying allocation, tracking, and chain-of-custody records.
05
Estate Cleanouts & Property Preparation
Organized removal, donation, and disposal, followed by preparation of the property for listing, sale, or handover.
06
Move Management & Vendor Coordination
Planning and oversight of relocations, with a single point of coordination for movers, appraisers, cleaners, and trades.
07
Auction & Estate Liquidation Coordination
Coordination with qualified auction houses, appraisers, and liquidation partners to realize appropriate value for estate assets.
08
Fiduciary, Probate Attorney & Executor Support
Clear documentation and reporting designed to support fiduciary duties and keep counsel informed throughout the process.
Who We Serve
Target clientele.
Executors & Administrators
Individuals carrying fiduciary responsibility who need an accurate record and a dependable partner.
Probate & Estate Attorneys
Counsel seeking organized, review-ready documentation for their clients’ estates.
Families & Beneficiaries
Households navigating a loss, a downsizing, or a move, often across distances.
Trust Officers & Fiduciaries
Professionals who require consistent process, reporting, and accountability.
Real Estate Professionals
Agents and brokers preparing inherited or transitional properties for market.
Value Proposition
Why clients choose Stonix Estates.
Documentation First
Decisions are made from a complete, verifiable record rather than memory or estimates.
Technology-Enabled
Digital twins and tagged inventories allow every stakeholder to review the estate from anywhere.
Single Point of Coordination
One accountable partner manages vendors, schedules, and communication.
Discretion & Respect
Every engagement is handled with the sensitivity that personal property and family history deserve. The division carries general and professional liability insurance.
Projects
Selected work.
Case studies will be published here as projects are completed.
Stonix Estates · Estate Transition
Estate Transition Case Study
Template for a full-service estate transition: inventory, documentation, liquidation coordination, and property preparation.
View ProjectStonix Estates · Documentation
Digital Twin Documentation
Template for a property documentation engagement supporting an executor and counsel.
View ProjectInquire
Speak with Stonix Estates.
Whether you are an executor beginning the process or counsel seeking a documentation partner, we welcome a confidential conversation.