Phase 2: Vendor Management & Fiduciary
2.0
The Fiduciary Audit Protocols
- 2.1 Launch RFB Initialize Requests for Bids for critical property repairs or remediation, including mold and plumbing.
- 2.2 Compliance Vetting Secure W-9s, COIs, and Contracts from at least three vetted vendors to shield the estate from liability.
- 2.3 Bid Submission Submit the lowest compliant bid directly to the Personal Representative and Attorney for formal approval.
- 2.4 SOW Execution Schedule approved work and manage final clearance according to the locked Scope of Work.
- 2.5 Integrity Check Consolidate all paid disbursements for the final estate expense integrity audit.