WHAT WE OFFER

Thoughtful stewardship at every stage.

Estate property transitions do not follow a single script. Some families need months of quiet, documented oversight while probate moves at its own pace. Others need a full cleanout and listing preparation. We are built for both, and everything in between.

Every engagement begins with a conversation about the property and what you are navigating. From there, we recommend only what the situation actually needs. Pricing is discussed in that conversation, not before.

Stabilize

For families and fiduciaries who need immediate clarity on a vacant, inherited, or transition-stage home. We assess the property inside and out, document its condition with photos and video, identify immediate risks, and deliver a clear priority action plan, so you know exactly what you are dealing with and what needs to happen first.

Property Assessment + Stabilization

Clarity and a concrete next step, without having to fly in or piece it together yourself.

ASSESSMENT

WHAT THIS INCLUDES

  • Initial intake call to understand the situation and your role

  • Interior and exterior condition assessment

  • Photo and video documentation

  • Immediate risk review: utilities, access, security, water intrusion, insurance gaps

  • Utility coordination, confirming status, and recommending shutoff or transfers

  • Priority action plan delivered as a written summary you can share with attorneys, co-executors, or family members

Stabilize is the natural entry point. Most clients continue into Steward or Transition after this engagement.

Steward

Ongoing Stewardship + Oversight

Ongoing professional oversight while the estate is being settled or a decision is pending. We visit the property on a scheduled cadence, document its condition with photos, catch problems early and bring solutions rather than just notifications, and deliver clear status updates to whoever needs them: attorneys, executors, trustees, or family members managing things from a distance.

Visit frequency, reporting format, and scope are tailored to the property and the people responsible for it. Everything is agreed upon before we begin.

Professional oversight so the property is cared for, accounted for, and never the thing that falls through the cracks.

ONGOING

WHAT THIS COVERS

  • Scheduled interior and exterior property visits

  • Photo-documented status report after every visit

  • Vendor coordination and maintenance follow-through: we source, manage, and confirm completion

  • Issue escalation: problems caught early, with solutions attached

  • Utilities, mail, and access oversight

  • Storm and weather checks

  • Updates to family, attorneys, and co-trustees on your preferred cadence

  • Monthly decision log

Ideal for properties sitting vacant 60 days or longer during probate, trust administration, or a disputed estate.

Transition

Transition Support + Resolution

Project-based coordination for families preparing a home for sale, lease, cleanout, or family handoff. We scope the work with you, agree on a plan, and execute it: coordinating vendors, managing timelines, and keeping attorneys, agents, and family members informed without making anyone the default project manager.

Transition support so the property is ready for whatever comes next, without the family having to carry the operational weight of getting it there.

PROJECT-BASED

WHAT THIS INCLUDES

  • Transition plan and vendor scoping

  • Full estate cleanout coordination: sort, donate, dispose, and deliver a clean, empty property

  • Repair and maintenance coordination with vetted vendors, overseen to completion

  • Deep clean and landscape readiness

  • Staging consultation and market-ready preparation, including final walkthrough

  • Family handoff coordination when a relative will occupy or take over the home

  • Disposition planning support, working alongside your attorney or financial advisor

  • Realtor, attorney, and family communication support

  • Timeline and budget tracking

Scope is agreed upon before work begins. No two transition engagements are identical.

a note on pricing.

We provide detailed, written proposals before any work begins. No surprises. Scope and pricing are shaped by the property, the timeline, and what the situation actually requires, and we walk through all of it together in the first conversation.

Wherever you are, let’s start with a conversation.

Tell us about the property and what you're navigating, and we'll help you find the right next step.

REQUEST A CONSULTATION

We respond within one business day.