Property Assessment and Planning
A comprehensive property evaluation and detailed action plan is available as a stand-alone service. The assessment fee varies based on property size and will be credited toward your total costs if you choose to engage our property management assistance within 10 days of receiving the report.
This initial assessment includes:
- Complete property inspection
- Security evaluation
- Maintenance needs assessment
- Repair recommendations
- Detailed action timeline
- Priority task identification
- Estimated costs
This document serves as your roadmap for property management throughout the estate process, whether you choose to proceed with our support or manage independently.
Pre-Probate Period and Post-Probate Management
The property management needs of an estate can shift depending on whether you’re in the pre-probate period or have received the grant of probate. My services adapt to these distinct phases:
Post-Probate Management
- Implementing long-term maintenance plans
- Preparing property for sale
- Coordinating contents distribution
- Managing property improvements
- Supporting the sale process
- Overseeing final cleanout
Pre-Probate Period
- Securing and monitoring the property
- Documenting current condition
- Managing urgent repairs
- Collecting and organizing important documents
- Creating detailed inventories
- Maintaining insurance requirements
I adjust support levels based on your changing needs through each phase of the estate administration process.
Professional Coordination
I handle the time-consuming logistics of property management, including:
- Scheduling and overseeing repair contractors
- Coordinating cleaning services
- Arranging for yard maintenance
- Ensuring regular property checks
- Managing utility accounts and payments
Contents Management
I help organize and track household contents through the estate process:
- Creating detailed inventories
- Photographing items for documentation
- Coordinating appraisals of valuable items
- Arranging auction house assessments
- Managing donation pickups
- Organizing family distribution days
- Supervising packing and shipping of items
Location Support
For executors managing the estate from outside the North Shore, I serve as your local presence:
- Providing regular property updates
- Responding to immediate needs
- Meeting with service providers
- Ensuring property security
- Managing seasonal maintenance requirements
