Services

Trusted and Compassionate
Estate Closure Services

We manage and finalize all aspects of a loved one’s estate after their passing, offering comprehensive support, including:

  • Managing home and property logistics (utilities, maintenance, and cleanup)

  • Inventorying and distributing personal belongings

  • Coordinating with legal, tax, and real estate professionals

  • Assisting with account closures, debts, and asset management

  • Providing documentation and oversight throughout the process

We also have a network of trusted third-party vendors for more extensive services:

  • Property services (cleaners, contractors, landscapers, inspectors)

  • Estate and Antique professionals (appraisals, sales, and auctions)

  • Moving and storage companies

  • Donation centers and Charitable organizations

  • Specialty Disposal and shredding services

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We Help You Through…

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SUPERVISED PROPERTY CLEANOUT

Handled with Care, Sensitivity,
and Professionalism

  • Cleaning and preparation for sale
    or transition

  • Discreet disposal and recycling of
    unwanted items

  • Secure handling of important
    documents and valuables

  • Ensuring a tidy, welcoming exterior

  • Compassionate, judgment-free
    support throughout the process

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RESPECTFUL SOLUTIONS FOR BELONGINGS

Thoughtful organization and sorting
of personal belongings

  • Careful sorting and inventory of household items

  • Compassionate support to honor
    family wishes and sentimental value

  • Coordination of donations, sales, or family distributions

  • Transparent documentation of sales
    or donations for estate records

  • Assistance with sales through estate
    sales, auctions, or online platforms

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SPECIAL HANDLING OF VALUABLES

Care, Integrity, and
Attention to Detail

  • Secure identification and cataloging
    of valuable items

  • Coordination with certified appraisers
    and specialists

  • Professional packing and transportation for safekeeping

  • Clear documentation and chain of custody for items

  • Assistance with sale, donation, or
    family distribution

  • Complete confidentiality and respect
    for sentimental value

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CLOSING UTILITY ACCOUNTS

Streamlined, Accurate,
and Hassle-Free

  • Identification of and coordination with utility providers

  • Timely disconnection, transfer, or final billing arrangements

  • Verification of account closures and documentation for records

  • Prevention of unnecessary charges or service interruptions

  • Assistance with forwarding mail and updating contact information

  • Organized summaries for your estate
    or legal files

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ORGANIZING PAPERWORK

Clarity, Order, and
Peace of Mind

  • Sorting and categorizing important
    estate documents

  • Identifying legal, financial, and personal records for review

  • Providing clear summaries to simplify estate administration

  • Coordinating with attorneys,
    accountants, and executors as needed

  • Safeguarding sensitive information
    and confidential files

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PREPARING THE HOME FOR SALE

Maximizing Value with
Care and Attention

  • Coordination of cleaning, repairs, and staging for optimal presentation

  • Collaboration with real estate agents
    for listing and marketing

  • Assistance with appraisals, inspections, and necessary documentation

  • Temporary solutions to secure and protect property until next steps are decided

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SUPPORTING LANDLORDS AND TENANTS

Facilitating Smooth Transitions
with Care and Communication

  • Clear and timely communication with leaseholders

  • Assistance with lease notifications,
    agreements, and documentation

  • Coordination with contractors and
    service providers for property maintenance

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CONNECTING YOU WITH EXPERTS

Trusted Guidance When
You Need It Most

  • Referrals to qualified attorneys, accountants, and financial advisors

  • Coordination with real estate agents
    and property management professionals

  • Access to certified appraisers, movers, and home service providers

  • Vetting and management of all
    third-party service providers

  • Ongoing support to ensure seamless communication and collaboration

How We Work

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Understanding
Your Needs

We begin with a phone consultation to discuss your situation, goals, and any immediate concerns. From there, we schedule an onsite visit to assess the property and better understand the scope of work.

This two-step approach allows us to determine exactly what services you need to manage and close the estate to your complete satisfaction.

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Formalizing
the Plan

A written proposal outlines my services, the estimated timeline, and any secondary vendors involved.

Once reviewed and approved, a signed contract initiates the work, ensuring clarity, accountability,
and a well-organized process from start to finish.

View Contract
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Delivery with
Care and Expertise

Throughout the process, you’ll receive monthly progress reports to keep you fully informed every step of the way.

Upon completion, we’ll schedule a final call or onsite meeting to review outcomes, ensure every detail has been addressed, and formally close the agreement with confidence and care.

Have questions? We’re here to support you.

Navigating the complexities of estate closure can be challenging and emotional. We’re committed to providing thoughtful guidance and expert support tailored to your unique situation.

Schedule a complimentary consultation today. We’ll take the time to listen, provide clear answers, and help you take the next steps with confidence and peace of mind.

Schedule a Free Consultation

Get Caring Guidance