deceased estates
estate administration
separation and divorce
family conflict
ageing parents transitioning
distressed or vulnerable vendors
remote owners
clients lacking capacity or stability
inconsistent or unclear agent behaviour
time-sensitive or procedural uncertainty
documentation gaps
emotional volatility
PI exposure
reputational risk
compliance friction
inconsistent record keeping
agent selection
agent performance oversight
vendor preparation guidance
property preparation guidance
negotiation oversight
documentation clarity
transparent communication with adviser & legal teams
final settlement support
end-to-end outcome protection
Stronger duty of care
Cleaner file notes
Transparent documentation
Lower compliance friction
Lower risk of complaints or miscommunication
Improved reputational safety
Clear record of guidance and support
the breadth of agent choice
the integrity of the selection process
the vendor’s negotiating position
compliance neutrality
outcome optimisation
the adviser's confidence in the process