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Estate Planning & End of Life Concierge Services

Through personal experiences of our own, we have designed services geared towards an individual's advanced estate planning, as well as assisting family and friends with the end-of-life details that must be handled after the loss of their loved ones.  We know it's never an easy subject or task, so we do our best to ease the stress. 

  • Service provider referrals for house cleaning, handyman, transportation, etc.
  • Home Contents Inventory Service
  • Collectibles Inventory & Appraisals 
  • Errands 
  • Shopping
  • Meal Delivery
  • Home Watch Service 
  • Companion for Appointments
  • Assistance with filling out paperwork and/or making phone calls to close accounts.
  • Help with organizing and preparing clothing & household items for donation or estate sale.
  • Event Planning - from an intimate catered dinner at home to a restaurant buy-out, we'll make sure it's just what you wanted.  
  • Travel Plans 

In addition to providing Concierge Services tailored to managing estate and family needs, we connect our clients with professional trusted advisors offering a full suite of Estate Planning Services.

  • Financial Advisors
  • Estate Planning Attorneys
  • Real Estate Professionals
  • Appraisals and Estate Sales