Ongoing care for inherited property including inspections, vendor access, and oversight while the estate is in transition. Ideal for out-of-state heirs or vacant homes.
Requires 3-month non-refundable commitment.

Private, Professional Sales — No MLS or Open Houses Required
This service is ideal for families ready to sell an estate property discreetly, without public listings or walk-throughs. Whether the home is in poor condition or privacy is a concern, our licensed real estate team facilitates private sales to vetted buyers.

Note: A 5% commission on the final sale is due at closing.
Cleanout, repairs, and staging services available for an additional fee.

Everything from the Estate Management plan, plus full-service real estate sales—from valuation to listing to closing.
Note: A 5% commission on the final sale is due at closing.
Includes up to 6 months of service.

This all-inclusive package covers Estate Management, Property Sale, and Attorney Coordination.
Note: Legal fees are billed separately by the attorney. A 5% commission on the final property sale is also collected at closing.

Transparent, court-ready bookkeeping and expense tracking for estate accounts. Includes custom ledgers, reconciliations, and year-end summaries

Get the Basics in Place—Without the Stress
This plan is perfect for individuals or couples who want to document their decisions and protect their wishes.
Ideal for those ready to protect their wishes without the overwhelm. This foundational plan includes:

• Last Will and Testament

• Power of Attorney

• Health Care Proxy and Living Will

• Attorney consultation

• Document preparation & signing support

For Families with More to Consider—and More to Protect
This plan is designed for those with multiple assets, blended families, or specific long-term wishes.
Designed for those with complex needs—blended families, multiple properties, or legacy considerations. This expanded plan includes:

• Revocable or Irrevocable Trust setup

• Guardianship designations

• Custom asset planning

• Property transfer guidance

• Secure storage and digital copies

Perfect for homeowners, investors, or anyone looking to leave a structured legacy behind.

We coordinate with licensed professionals to help manage, implement, and honor your trust instructions with care and compliance.
For those with an existing trust, we offer professional administration to ensure compliance, clarity, and continuity.