Managing a significant property within a trust or estate, especially with family members spread across the globe, presents unique challenges. This case study demonstrates how Legacy Home Concierge delivered a seamless, end-to-end solution, transforming a complex situation into a smooth transition while ensuring asset protection, maximized value, and family peace of mind.
Professional guidance, clear communication, and results that put families at ease.
Testimonial
They went above and beyond to help clear out my parent’s estate – and then sell it quite quickly! He is an excellent communicator and collaborator, sharing his expertise while allowing us to feel 100% about the whole process. His team is also highly professional and friendly. I cannot speak positively enough about Chris and his wonderful skills and demeanor. Thank you Chris for making what could have been a very difficult process, a kind and friendly one.
Gayle O.
Phase 1: Deliver Tangible Asset Management Plan
This phase establishes a clear roadmap for Asset Protection, Personal Property Distribution and Sale, Improvements
and Maintenance, and Real Estate Sale & Settlement by defining roles with the executor, estate attorney, and
financial team.
and Maintenance, and Real Estate Sale & Settlement by defining roles with the executor, estate attorney, and
financial team.
- Updated home insurance for vacant property and verified adequate coverage.
- Ran title report to determine if there were liens or judgements against the real estate.
- Inspected the property for damage and required repairs.
- Created plan for securing the property and its contents.
- Assessed and documented personal possessions, conducting a thorough risk analysis.
- Catalogued inventory to provide an easy way for the family to review the items.
- Pre-screened and verified an estate sale company to sell all valuables.
- Planned for the distribution of donations for the Sunday Breakfast Mission.
- Advised improving the property to substantially increase the sales price based on the real estate
analysis. - Collected multiple quotes from 15+ contractors for repairs and upgrades (pool renovation, plumbing,
painting, tree removal, cleaning, heating and air conditioning.). - Identified HOA and land trust restrictions that would impact property sale.
- Delivered a detailed report outlining solutions, timeline, expenses, and recommendations.
- Ordered an appraisal to determine the real estate value of the home and additional lot.
- Provided cost benefit analysis comparing property improvements versus selling as-is.
- Analysed market trends to forecast the impact on sales price.
Phase 2: Implementation of the Tangible Asset Management Plan
- Verified the operation of existing home security system.
- Updated locks on exterior doors.
- Reset garage door combination.
- Oversaw relocation of the neighbor’s items from the storage building to ensure proper security.
Performed bi-weekly property inspections.