Estate Plans
Private Consultation
“Your Property Deserves More Than a Manager. It Deserves a Steward.”

Comprehensive estate plans tailored for absentee owners, seasonal retreats, and discerning families across North Idaho.

Preserve the beauty and integrity of your investment with our comprehensive estate management plans. When you're away, we're there—ensuring your property remains pristine, secure, and ready for your return.

Modern oversight meets luxury discretion—clients in our Evergreen and Heritage plans receive a private estate management dashboard powered by EstateSpace.

Tailored Estate Care — at the Level You Need Most

Every tier includes weekly estate checks, emergency readiness, secure key holding, and photo documentation.
The difference? How involved we are — and how effortless your estate life becomes.

Our tiered approach ensures you receive the exact level of care your estate demands — with the flexibility to evolve over time.
Each plan reflects our signature commitment to detail, discretion, and peace of mind.

Watch Plan: Scheduled Estate Check-Ins Without the Commitment – Serving Coeur d’Alene, Hayden Lake & Surrounding Areas

Designed for Coeur d’Alene and North Idaho absentee and seasonal homeowners, the Watch Plan offers proactive peace of mind with. Protect your home without enrolling in full estate management.

Bi-Weekly Property Walkthroughs
Exterior Only

$125/month

  • 15-point visual inspection from exterior only
  • Includes windows, roofline, irrigation, fencing, gates
  • No key access required
  • bi-weekly visual inspections of your property
Full Interior + Exterior

$295/month

  • 30-point inspection covering HVAC, leaks, alarm systems, sump pumps, and interior walkthrough
  • Requires secure key access (lockbox available if needed)

Both bi-weekly plans include detailed visual inspections of your property, complete with timestamped photos and a concise inspection summary delivered to you within 24 hours.

Security & Emergency Response

If storm damage, intrusion, or urgent concerns are identified, we initiate immediate contact. If you’re unreachable and damage is imminent, we may take protective action, such as shutting off water. All issues are meticulously documented and included in your detailed report.

Optional Add-Ons
  • Lockbox Setup — $45 (one-time)
  • 360° Digital Property Scan — $295 base (up to 4,000 sq ft included, +$100 per 1,000 sq ft overage). Ideal for comprehensive documentation, insurance, and seamless property onboarding.
Ideal For:
  • Snowbirds and vacation homeowners
  • Properties without permanent staff
  • Clients seeking basic oversight before committing to full service

Starting at $125/month — No long-term contract required.

Sentinel Plan: Discreet Oversight While You’re Away
Peace of Mind While You're Away

Designed for Coeur d’Alene and North Idaho homeowners who want discreet oversight for vacation, second, or luxury primary residences.
With weekly interior and exterior walkthroughs, we ensure your estate remains protected, presentable, and ready — even when you're not here.

Weekly Estate Walkthroughs

Full visual inspection of interior & exterior: doors, HVAC, lighting, storm signs, pests, and intrusion indicators

Security & Emergency Response

Storm readiness, alarm alerts, and emergency vendor access — all handled without disturbing your peace of mind

Key Holding & Alarm Response

Trusted keyholding and secure access for service vendors or urgent entry, managed on your behalf

Documentation & Reporting

Regular photo and video documentation, plus monthly estate care summaries keep you informed about your property's condition.

$495/month with additional concierge services at $150/hr

Evergreen Plan: Comprehensive Estate Care with Preferred Access

Designed for homeowners who want year-round confidence, the Evergreen Plan provides proactive care, trusted oversight, and preferred rates — without the hassle of managing it yourself.

Complete Sentinel Protection

All security services, walkthroughs, and emergency response features included in our base plan.

8 Hours Monthly Maintenance

Light repairs, system preparation, exterior upkeep, filter & bulb replacement, and gutter checks.

Enhanced Coordination

Preventative walkthroughs, vendor coordination, and 3 hours of concierge services monthly.

Includes access to your own Luxury Estate Dashboard—powered by HomeZada—for real-time service logs, asset tracking, and secure document management.

$1,295/month with maintenance additional time at $95/hr and concierge at $125/hr

👤 Ideal For: Seasonal residents, second-home owners, frequent travelers

🔹 Most of our clients choose the Evergreen Plan for the ideal blend of ongoing maintenance, concierge access, and preferred service rates. Enjoy 8 hours of Estate Maintenance and 3 hours of Concierge Coordination each month — with any additional time billed at preferred rates ($95/hr maintenance, $125/hr concierge).

Heritage Plan: Premier Oversight for Iconic Estates

For discerning homeowners with larger or high-profile properties, the Heritage Plan offers tailored monthly service with elite attention and discretion. Ideal for estates requiring layered systems care, proactive support, and lifestyle coordination.

16 Hours of Estate Maintenance

(2 full days of dedicated care)

Proactive checks, light repairs, vendor access, and seasonal prep.
Rolls over up to 24 hours. Preferred rate: $95/hr.

6 Hours of Concierge Coordination

Estate provisioning, scheduling, welcome/departure prep, holiday or guest readiness.Preferred rate $125/hr.

Premium Access & Enhancements
Priority Scheduling

Accelerated response for seasonal or urgent needs

Estate Culinary Services via Trusted Partner

Chef-prepared experiences and curated provisioning delivered through our trusted culinary partner — ideal for welcome dinners, seasonal gatherings, or personalized estate kitchen support.

Direct Communication

Private access to your estate lead (no intermediaries)

High-Discretion Coordination

White-glove handling of projects, staff, and sensitive logistics

Investment: Starting at $3,000/month
Includes full access to all Estate Watch services and preferred overage rates

Discreet consultation. Limited client slots available.

Elite Plan: Private Estate Management, Perfected

Reserved for our most distinguished clients with multiple properties or highly tailored needs, the Elite Plan represents the pinnacle of personalized estate management. We craft every aspect of service around your unique lifestyle and preferences.

1
Comprehensive Oversight
  • Multi-estate coverage
  • 24/7 direct access to your estate lead
  • Project and vendor orchestration without limits
2
Lifestyle Integration
  • Calendar-synced provisioning
  • Private chef coordination
  • Estate events, seasonal hosting, white-glove service liaison
3
Complete Discretion
  • NDA onboarding
  • Confidential billing and staff protocols
  • Controlled access and privacy-first documentation

Investment: Custom Proposal by Request
Discreet consultation required. Elite Plan availability is limited.

Discretion guaranteed. No sales pitch — just a private estate strategy session.

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