Professional Resources
For attorneys, advisors, and estate professionals
Yellowstone Assay & Metals works alongside estate attorneys, CPAs, wealth advisors, trust officers, family offices, and estate sale companies. We provide metals clarity — authentication, valuation, documentation, and coordination — as a resource for professionals who need it for their clients.
What we offer professionals
Precious metals appear in estates, trusts, and client portfolios more often than most professionals expect — and they are frequently misidentified, undocumented, or of unknown value. We exist to solve that problem cleanly, without conflict of interest, and without stepping into the advisory role that belongs to you.
Estate Attorneys
When metals appear in an estate, they need to be identified, authenticated, and valued before distribution or liquidation decisions can be made. We provide written documentation suitable for probate and estate proceedings, coordinate with executors and family members, and can participate in estate review meetings.
- Full inventory and authentication of estate metals
- Written valuation summary for probate documentation
- Coordination with executors, trustees, and family members
- Available for on-site or in-office review
- No purchase offer — no conflict with estate interests
CPAs & Accountants
Metals holdings create questions around cost basis, fair market value, and reportable transactions. We provide clear, documented valuations based on current spot prices and can identify items with numismatic premium that may affect tax treatment. We do not provide tax advice — we provide the metals facts your analysis requires.
- Documented melt value at current spot prices
- Identification of numismatic or collectible premium items
- Written summaries suitable for tax and accounting purposes
- Available for ongoing client advisory relationships
- No tax advice given — metals facts only
Wealth Advisors & Financial Planners
Clients with physical metals holdings often lack documentation, authentication, or a clear understanding of what they own. We help advisors get their clients' metals organized, authenticated, and valued — so the holdings can be properly accounted for in a broader financial picture. We do not provide investment advice or recommendations.
- Authentication and valuation of client holdings
- Written documentation for portfolio records
- Coordination with client and advisor
- Guidance on liquidation options without purchase conflict
- No investment advice — we inform, you advise
Trust Officers & Family Offices
Trust assets and family office holdings may include physical metals accumulated over generations — often without documentation, authentication, or current valuation. We provide the metals expertise that trust officers and family offices need to properly account for, manage, and when appropriate, liquidate these assets.
- Full inventory, authentication, and valuation
- Documentation for trust and family office records
- Ongoing advisory relationship available
- Segregated storage options for trust-held metals
- Coordination with legal and financial advisors
Estate Sale Companies
Metals in estate sales are frequently misidentified — silver-plated items sold as sterling, gold-filled jewelry priced as solid gold, or genuine coins mixed with replicas. We help estate sale professionals identify and correctly represent metals before a sale, protecting both the estate and the buyer.
- Pre-sale authentication and identification
- XRF analysis for accurate metals identification
- Correct representation of plated vs. solid items
- Identification of numismatic coins vs. bullion vs. replicas
- Available for on-site review prior to sale
How we work with professionals
We stay in our lane
We provide metals facts. We do not provide legal, tax, or investment advice. Our role is to give you and your clients accurate, documented information about the metals — and leave the advisory decisions to you.
No conflict of interest
Yellowstone may purchase metals directly and is transparent about earning on the spread when it does. But that potential buyer relationship never influences the authentication or valuation findings we provide to you and your client — the facts come first, independent of whether a purchase happens. Professionals can rely on our documentation knowing the findings reflect the metal, not a transaction outcome.
Documentation you can use
Every engagement produces a written summary — inventory, authentication results, and valuation at current spot prices. The documentation is designed to be useful in estate, tax, and advisory contexts.
Work with us on a client matter
If you have a client with metals that need to be identified, authenticated, or valued — reach out. We are available for one-time engagements and ongoing advisory relationships.