Before intake
Separate keepsakes and private records first
Family photographs, personal papers, financial records, keys, digital devices, medications, firearms, titled property, and items named in an estate plan should not be swept into an auction intake by accident. The authorized representative should identify exclusions and secure sensitive material before work begins.
If family members or beneficiaries have unresolved claims to specific property, pause those items. An auction company should not be asked to decide legal ownership or settle a family dispute through catalog placement.
