Skip to main content
Go to accessibility notice
Heritage is in the process of relocating its world headquarters to a new Dallas area location, which will be announced soon. Please call 214-528-3500 to confirm all Heritage appointments, events or deliveries in Dallas, as our departments and staff are moving at different times from separate locations.

Table of Contents

About Heritage Auctions Trusts & Estates Department

Heritage Auctions Trusts and Estates is here for you...

COVID-19 statement from the team

Our Trusts & Estates team remains positive about the current market and future prospects. Our team is busy working remotely providing auction evaluations, assisting our friends in the estate planning community, supporting our buyers and consignors during our robust calendar of Spring Auctions and offering our appraisal and estate planning services.

During this period of social distancing, we invite you to take advantage of our complimentary auction evaluation services.  If you are considering selling through Heritage Auctions, are looking to downsize, or just curious about an item or two in your collection, please contact us to inquire about our  Remote Appraisal Services  or to schedule a  Virtual Visit  with one of our Trusts & Estates specialists.

We welcome the opportunity to work with you virtually!

Request a Virtual Visit

Heritage's Trusts & Estates Department regularly assists top advisors and their clients with:

  • Proposals for auction or private treaty sales for your clients' collections.
  • Formal IRS and USPAP compliant appraisals for estates, tax, insurance and charitable donations from our Appraisals Department.
  • Advisory services for collectors.
  • On-site bank vault assessments by our specialists.
  • Expert witness services.
  • Complimentary valuation consultations.
  • Presentations or lectures to estate planning councils, estate settlement departments and successful client groups on the subject of collection management.

You can learn more by viewing our Trusts and Estates Capabilities Brochure here.

Trusts and Estates Capabilities Brochure

Heritage Auctions Resources