The clients' needs come first. Period.  We stake a 33-year business reputation of absolute integrity in the personal trust and estate management business on each and every engagement.  While estate liquidations do not constitute a fiduciary relationship, we conduct our business with adherence to strict trust principles.  We always avoid conflicts of interest and self dealing.  Professionals can rest assured that our experience and reputation will help to protect them as they administer their clients' property.  To further protect our clients, we maintain at least a $50,000 surety bond at all times.
 

KEY PERSONNEL

CAROL MATESIC, RN, ISA AM

Carol resides in Plano, Texas and conducts her estate liquidation and appraisal business primarily in the Dallas/Fort Worth Metroplex. One of the area’s most active estate sellers, averaging 26 sales per year, Carol has been in the business for 13 years, following a 15-year career as a registered nurse specializing in operating room and plastic surgery.

Her thorough knowledge of both antiques and regular personal property was first gained as one of the original dealers at Antiqueland Mall in Plano (1995-2001). She gave up her retail business in 2001 to strictly concentrate on estate sales and appraisals of personal property, which also served to reduce potential conflicts of interest.

Carol’s appraisal work involves estate settlement, Federal Estate Tax valuations, insurance, divorce, charitable donations, and business reorganizations.

She has also lectured on the value of antiques, collectibles and personal property to numerous church groups,  social clubs, AARP chapters, and for the Private Client Group of a major Texas bank.

In the estate liquidation business, Carol pioneered the use of technology in the Dallas area, not just to create this Web site in 1998, but was the first to update the site before every estate sale with detailed descriptions and pictures of available property. Imitation being the sincerest form of flattery, in the past 10 years, her technology and marketing ideas, along with the way she operates her sales, have been adopted by a number of other professionals in the field.

Carol is an Accredited Member of the International Society of Appraisers (ISA) www.isa-appraisers.org. She spends several weeks per year receiving continuing education training, most recently having completed the ISA's Antiques and Residential Contents course. She also received art conservation instruction at the Phoenix Art Conservation Laboratory in San Antonio. In the fall of 2005 she was selected as one of the Dallas area's top appraisers by DHome magazine, and she appeared in their 2006 Dallas Gold Pages.  Finally, she was chosen as one of the antiques appraisers for the Junior League of Dallas' "Antique is Chic" appraisal event (similar to the PBS Antiques Roadshow) held in conjunction with their Days of Spring Market in April of 2006. Excellent personal references are available at any time, including on this site (press the "Testimonials" button on the menu bar to the left of your screen).
 

Gary also operates a small partnership (www.trustmangroup.com)  that consults and supports litigation in the areas of personal trusts, decedents' estates and private foundations.