Our process highlights
Property management for solicitors, deputies, insolvency practitioners and local authorities.
End-to-end management for probate, Court of Protection, insolvency, LPA receivership and local authority empty homes. Over 0+ properties secured and sold across England and Wales since 2011.
Every case managed in-house. Every report timestamped from first instruction to final disposal.
How a case is handled
From the email instruction to the final disposal.
What follows is the path a case takes through Prospect. Each step is managed in-house to a consistent standard, and recorded as it happens. The reports that solicitors and deputies receive are produced by the same operation that runs the work.
The instruction
An email arrives. The case is built.
The instruction is read on arrival. A case record is created, every job that the instruction requires is generated, and the work is allocated to the right inspector by location. Admin reviews the allocation before anyone is dispatched.
Executors
Specific Bequests (3)
Residuary Estate (100 parts)
Individuals
Charities
Free of duty clause (section 3) applies to all legacies and bequests. The survivorship clause requires beneficiaries to survive by 28 days. Residuary charities matched to the Charity Commission register.
Will and title, parsed in parallel
The documents the instruction came with.
When the instruction arrives with a will or a title deed, both are ingested in parallel with the case build. Bequests are mapped and charitable beneficiaries identified from the will. The property dossier is enriched with HM Land Registry, lease, EPC and local market data from the title.
Initial inspection
Carried out in-house. Every case.
Every initial inspection is attended by a Prospect inspector, fully trained and DBS-checked, working from our custom secure app on their own device. We do not contract this step out. The standard does not vary by region.
What the submission produces
One submission. Six outputs.
The inspection submission is the moment the case picks up speed. Six pieces of work are produced from a single form completion, in the minutes after admin has cleared the report.
Inspection submitted
Admin clearance, then the cascade
Statement of Fact
Auto-generated from the inspection data. Property type, construction, condition flags and declarations, ready for the insurer.
Redacted brief
A redacted version of the report is generated and sent with estate-agent valuation invitations alongside the property dossier.
Quote requests
Quote jobs for clearance, garden works and contractor work are created and queued into their kanbans.
Vehicle records
Any vehicles logged during the inspection appear in Vehicle Management, ready for admin to move or store.
PDF to the solicitor
The inspection report is rendered as a PDF, checked by admin, and sent to the instructing fee-earner.
Invoice raised
The invoice for the inspection is raised in parallel and follows the PDF, in the minutes after admin clearance.
Vehicle management
Every vehicle on the case, tracked alongside the property.
Vehicles logged at the initial inspection move straight into Vehicle Management. Registration, make, model, mileage, VIN, condition and inspection photographs are all on the record, through valuation, recovery, storage and disposal. Proceeds flow back to the estate or the protected person.
Vehicles
81 vehicles in workflow
Agent Appraisal Summary
Seven local agents have provided appraisals through the Prospect process. The summary across all responses is shown below.
The auction reserves shown below represent guaranteed sale floors, not market valuations. The five private treaty ranges sit materially higher, with the top end reaching £374,000. Private treaty is therefore the route most likely to realise the property's open-market value.
Agent Appraisals — Detail
Agents are listed by sales route, then by top of range descending.
Appraisal report
Three valuations from our panel of high-street agents, with Land Registry comparables alongside.
Estate-agent valuations are commissioned from agents on the Prospect panel covering the case’s postcode. Each return is shown next to HM Land Registry historical comparables for the same street. HMRC sees agent opinion corroborated by recorded transactions. Where the instruction requires a RICS valuation, that runs through a separate route.
Every panel agent confirms on joining
- Professional indemnity insurance of at least £1,000,000 per claim
- Membership of NAEA, TPO or an equivalent professional body
- Authority to bind their firm to our terms
Valuations pipeline
A live pipeline behind every valuation.
Estate-agent invitations carry the redacted brief and the property dossier. If three responses have not come back from the first send, the radius widens and a second wave is dispatched. The fee-earner sees how many invites went out, how many came back, and what is still in play.
Valuations Pipeline
Track cases from agent invites through to appraisal completion
Holding
0Invites required
0Pending send
0Valuations received
0Ready to send
0Appraisals sent
0Selected
0Contractors vetted before they enter a property
A plasterer sees only the plasterwork.
Quote-request briefs are produced per workstream and scoped to the trade. A clearance firm sees man-day estimates, tipper loads and hoarding severity. A plasterer sees only the photographs tagged for plasterwork. No client name. No identifying detail. The brief is redacted by default.
Quote-request briefs
One brief per progression on this case. Specialist contractor briefs surface only that trade’s scope.
Initial Garden Clearance & Tidy-Up
Initial Garden Clearance brief
29 Apr 2026, 10:47
Property Clearance
Property Clearance brief
29 Apr 2026, 10:21
Garden Maintenance (Apr–Nov, recurring)
Garden Maintenance brief
29 Apr 2026, 10:29
Garden Maintenance (Apr–Nov, recurring)
Garden Maintenance brief
29 Apr 2026, 10:20
Locksmith
Contractor brief, trade-scoped
29 Apr 2026, 10:20
Plasterer
Contractor brief, trade-scoped
29 Apr 2026, 10:47
Note: Briefs include property photos and details for contractor quotes. No client info.
Live kanbans
Every workstream on the case, on a board.
Garden clearance, house clearance and contractor works each run as a live kanban. Each card carries the property address, the instructing firm, the quote count, the running cost and the dates. A senior partner with twenty active cases can audit progress in under a minute.
garden clearances this morning
house clearances in progress
contractor works live
We pay. You defer.
Prospect covers the contractor costs. You settle when funds are released.
When quotes are in, the bundled quote report goes to the instructing fee-earner with the running totals. The fee-earner picks. Prospect instructs the contractor, manages the work through to completion, and pays the contractor directly. Our invoice to the firm is deferred until funds are released.
Insolvent estate protection
If an estate proves insolvent, Prospect writes off the invoice. No cost to the firm. No cost to the charity or the beneficiaries. No other property management company offers this.
Send bundled invite
One email per matching supplier covering every quote-needing item on this case.
5 quote-needing items · 14 responses received
Initial Garden Clearance & Tidy-Up
3/3 received · supplier chosenChosen: Garden Firm Demo
SBS Clear Away
Received 17 Apr 2026
We Dig!
Received 17 Apr 2026
Garden Firm Demo
Received 17 Apr 2026
Property Clearance
3/3 received · supplier chosenChosen: Swift Clearance Services
Prospect PS
Received 22 Apr 2026
Are We Clear?
Received 22 Apr 2026
Swift Clearance Services
Received 22 Apr 2026
Garden Maintenance (Apr–Nov, recurring)
3/3 received · supplier chosenChosen: ABC Gardens
We maintain
Received 17 Apr 2026
ABC Gardens
Received 17 Apr 2026
XYZ Maintenance
Received 17 Apr 2026
Locksmith works
3/3 received · readyJam Locks
Received 29 Apr 2026
The reports
Documents that solicitors are willing to forward.
Every Prospect report is a properly typeset document. Branded covers, headers and footers, page numbers, table of contents where one is warranted. Photographs sized and placed for the page they sit on. Tables for chattels, comparables, bequests and charities. The same visual standard runs across the inspection report, the appraisal, the chattels valuation, the IHT evidence pack, the OPG submission and the case completion summary.
One visual standard across every report. The inspector who attended the property does not write the cover page.
Chattels report
The chattels report, reconciled to the will.
When a chattels valuation is instructed, valuables are retrieved to a secure Prospect facility and the asset valuation workstream begins. Every item is photographed, categorised and valued in-house: gold, silver, jewellery, antique furniture, paintings, sculptures and the rest. The report reconciles every item to the bequests in the will.
Will summary appendix
Bequests, charities and the residuary split, on one page.
The Chattels Valuation Report carries a will summary appendix. Executors, specific bequests with named beneficiaries, charitable beneficiaries with Charity Commission registration numbers, and the residuary estate split into 100 parts. Everything the IHT forms will need.
Executors
Specific Bequests (3)
Residuary Estate (100 parts)
Individuals
Charities
Free of duty clause (section 3) applies to all legacies and bequests. The survivorship clause requires beneficiaries to survive by 28 days. Residuary charities matched to the Charity Commission register.
HMRC schedules, on request
IHT405, 407, 408 and 430. Generated from the case data when you ask.
Solicitors who want to lighten their filing workload can have the IHT schedules generated from the case data. Charity- bequeathed chattels are routed to IHT408 rather than IHT407 automatically. IHT430 is only offered when the will analysis shows the charitable residue crossing the 10% threshold.
IHT405
Houses, land and buildings
Evidence pack from the appraisals and Land Registry data.
IHT407
Household and personal goods
Auto-fills the four HMRC boxes from the chattels inventory.
IHT408
Household goods donated to charity
Charity-bequeathed items routed off IHT407, on to IHT408.
IHT430
Reduced rate of IHT (36%)
Available only when the charitable residue meets the 10% threshold.
OPG property management report
Reports the Office of the Public Guardian expects.
For Court of Protection deputies, the same case data produces the OPG Property Management Report. Property details, decisions made, best interests justification, value for money evidence, works summary, marketing appraisals, risk assessments and a full audit trail, in the form the Court actually receives.
Case completion summary
From first instruction to final disposal, in one pack.
When the case closes, the Case Completion Summary assembles every report, photograph and document the conveyancing solicitor will need. Auto-indexed and table-of-contents-built.
- Land Registry title
- Inspection timeline
- Chattels and will reconciliation
- Appraisals and comparables
- Vehicle disposals
- Clearance and garden
- Insurance compliance
- Quotes received
England and Wales
One provider. Every postcode.
The same standard runs from central London to rural Cornwall, from the south coast to the Tees. Inspectors are allocated by geography. Routes are optimised across active jobs in the same area.
Practice areas
Trusted by
Instruct or evaluate
From the first instruction to the final disposal.
A 20-minute call will walk a senior fee-earner or a deputy through the case path on a real example. We can also send a sample case completion summary or run a redacted will through the analyser before any commitment.