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Home & Estate Management

Services In The Way You Need It

We understand that being a home and estate manager on top of a million other responsibilities in your life can be overwhelming, and sometimes you need a helping hand to get things done. That's why we're here to offer our support and home and estate management solutions to make your life easier.

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How We Help Your
Home or Estate Thrive

We specialize in finding the perfect support team for the management of your home or estate. Our team is made up of experienced professionals who are dedicated to helping over-tasked people like you succeed in whatever way that means to your unique situation. Able to provide both in-person and virtual assistants for home and estate support, we take the time to understand your needs and find the right match for you, so you can focus on other tasks in your life… or just earn back your time.

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Your Life Is Busy Enough, Let Us Work Through Your To-Do List With Our 3-Step Process

  1. We meet with you to determine your home or estate's unique needs.

  2. We handpick specialists from our team that excel in the areas that you need support in.

  3. Our team gets to work, completing the tasks and earning you back your time to spend on the things in life you enjoy!

Common Tasks That We Are Asked To Take Over For Our Clients

From our team of highly qualified professionals, we are able to provide both in-person and virtual house managers or estate managers, depending on the task you need support with. While the types of jobs that we do to support our clients’ estates and homes are endless, here are some of the more common tasks that we are asked to help with:

Property Management & Maintenance

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Our team can manage the home or estate's physical property, including hiring contractors for maintenance and repairs, booking other home services, regular cleaning, and overseeing renovations or construction projects. We also will ensure that the property is secure and well-maintained, which includes landscaping, gutter cleaning, snow removal, HVAC maintenance, pest control, and more. We also resolve any issues with home service providers.

Personal Assistance,

Errands and Chores

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Running personal errands for the home or estate owner (or their family members), such as picking up dry cleaning, conducting laundry, prepping the house for visitors, regular cleaning, managing personal finances, scheduling appointments, coordinating household activities, administrative help, or personal inventory management. It can also include upkeep of the property, like dusting, vacuuming, laundry, and making beds.

Online Shopping & Delivery

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Manage online grocery and personal supply shopping by identifying and selecting the necessary items, placing orders, and scheduling a delivery. We can also ensure that deliveries are received and stored properly and also replenish supplies as needed to ensure that the estate or home has an adequate supply of necessary items. 

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Receiving  & Organizing Deliveries

 

Our team can receive and organize deliveries of various items, such as food, gifts, furniture, artwork, and personal belongings, that are being sent to the estate or home. We can also coordinate with the delivery service to ensure that the items are delivered on time and in good condition and can inspect the items to ensure that they are the correct items that were ordered, and then even organize them in the home according to the owner's preferences.

Property Security

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This involves monitoring and securing the property and its assets. This can include the installation and maintenance of security systems, monitoring of alarm systems, and providing security personnel. Can also include oversight of security personnel and regular feedback and checks of the property.

Financial Management

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We can help in managing the home or estate's finances, including paying bills, managing bank accounts, and ensuring that tax returns are filed on time. We can also work with attorneys and financial advisors to develop and implement an estate plan.

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Communication

 

We can help in communicating with family members, beneficiaries, attorneys, financial advisors, and other stakeholders involved in the estate or home. We would provide regular updates and ensure that everyone is kept informed of important developments.

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Document & Estate Management

 

Estate or home management involves managing a lot of documents, such as wills, trust documents, deeds, insurance policies, tax returns, estate planning, charitable giving, and financial statements. Our team can help in organizing, tracking, and maintaining these documents.

Event Planning

 

This includes organizing and planning events such as parties, weddings, and other special occasions. We can coordinate decor, food, and invitations. We will also aid in day-of-event management and coordination.

Home Renovation & Remodeling

 

This involves overseeing home renovations and remodeling projects, such as kitchen and bathroom renovations, painting, and flooring. In addition, we can provide the owner with regular updates if desired.

And more! This is just scratching the surface for the support we are able to give our clients. We have yet to meet a challenge that we couldn’t find a way to help with. Overall, finding home and estate management support can play a vital role in running any size estate, ensuring that all aspects are well-organized and well-managed.

Do You Feel The Weight Being Lifted From Your Shoulders Yet?

If not already, you will after a quick consultation with us. Schedule a call with our team today to get started winning back your time and leaving behind tasks that don’t bring you joy.

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We understand that every estate and home is unique, and that's why we offer personalized services to meet your specific needs. If you don’t see the service that your estate and home needs, we are constantly adding services to our list in all aspects of small business support. Our team is available to help you right away, and we offer flexible pricing plans depending on your requirements.  

 

Need a little help? We have a plan for that. 

Need a lot of help? We have you covered there also.

 

If you're ready to take the management of your home or estate off your plate to win back your time, contact us today to learn more about our services and check out our membership options for any type of estate. We look forward to working with you and helping you achieve your goals!

Home and Estate Management FAQs

This is such a unique service that we provide clients that need support for their homes and estates; we expect there to be questions. Here are some of the common ones:

Can you only help with tasks related to my estate management?

No! We can help with virtually anything on your lengthy to-do list, either estate management related or personal. Life as an owner of an estate is not black and white, and neither is our service. When we have a consultation with new clients, we get to the bottom of where we would improve your life based on your individual needs and then make a plan that is unique to just your situation.

Does my home have to be a certain size to qualify for this service?

There is no minimum or maximum home or estate size that you need to have in order to utilize our team of specialists. Homeowners of properties of all sizes can be overwhelmed with the management and need support! Our support can come in whatever way would most benefit you and your situation.

For more FAQs, visit the page below.

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