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Estate concierge services

Four disciplines, one standard of care.

Most owners begin with one of these and end up with several, because the same protocol and the same steward carry across them.

The engagement

What a firm like ours is actually for.

The purpose of estate stewardship is not to visit a house. It is to hold responsibility for it. That means noticing the small failure before it becomes a claim, keeping a record precise enough to be useful to an insurer or an advisor, and being the one person who can answer for the property when you are eleven hundred miles away.

Every engagement begins with a property assessment and a written care plan. The services below describe what that plan is usually built from.

Scoping

Not sure which of these you need.

Most owners are not, at first. The property assessment exists to answer exactly that question, and it carries no obligation.

We respond to every request within one business day.