The mineral desk for your practice.

Minerals show up in professional practices the way they show up in families: unexpectedly, half-documented, and attached to a deadline. An estate inventory with "oil and gas interests, value unknown." A Medicaid application with a royalty check the caseworker will ask about. A trust holding fractions in nine counties that cost more to administer than they pay. You did not go to school for this, and you should not have to. We did it for a career, we are in the market every day, and we built this page so your office has one number to call.

For estate and probate attorneys

We identify what the decedent actually owned from whatever fragments the family produces, provide date-of-death appraisals for the inventory and the stepped-up basis, explain the title transfer path, whether that is an affidavit cure or an ancillary probate, and check for royalties sitting in suspense under the decedent's name, which surface in a surprising share of estates. When the family elects to sell, we buy from one heir or coordinate the whole family across state lines in a single closing, and we cure title at our cost. When they elect to keep, we hand you documentation that makes the file clean and go away politely.

For CPAs and enrolled agents

Basis is the recurring problem: clients sell inherited minerals and arrive at your desk with no date-of-death value. We prepare the appraisal that establishes it, current or historical effective date, flat fee quoted up front. We also support gift reporting values, Section 1031 exchange timelines for clients trading minerals into other real estate, and the what-is-this-1099 questions that royalty owners bring in every spring. Your client gets plain-English answers; you get numbers with the methodology attached.

For elder law practices and Medicaid planners

Mineral interests are countable assets with no statement value, and dispositions inside the lookback period have to happen at documented fair market value or they become transfer penalties. We provide the appraisal that documents the value, and when the spend-down plan requires converting the minerals to cash against an admission date, we are a buyer who closes quickly at a price consistent with that documentation, with paperwork a caseworker can follow. We have done this dance before and we respect the clock it runs on.

For trust officers and bank trust departments

Small mineral interests are the barnacles of trust administration: too small to justify management time, too real to ignore. We value them independent of any purchase, manage or consolidate where that serves the trust, and bid on liquidations like any buyer, against our own appraisal, never from it. For trusts holding entire mineral partnerships or LLCs, entity-level purchases often close cleaner than asset-by-asset deeds.

For financial advisors, heir-search firms, and planned giving officers

Advisors get honest sell-or-hold analysis for clients whose royalty checks complicate a financial plan. Heir-search and genealogy firms get a partner who can value and purchase what the located heirs inherited. Nonprofit gift officers get the call nobody else returns: donated mineral interests valued and, where the numbers work, converted to cash the mission can actually use.

How working with us works

No referral fees in either direction, so your independence is never in question; the value we offer your practice is that your mineral problems get handled correctly and your clients get treated the way this site promises. Straight answers, work shown, and a standing rule that we tell people when not to sell. Call or text 918-984-1645, ask for Stephen, and say you are calling about a client matter, or send the basics through the contact form. Same-day response during business hours, and genuine deadlines get treated like deadlines.