Everything in Evergreen · 16 maintenance hours · 6 concierge hours · Priority scheduling
Heritage is our flagship. It is built for estates with layered systems, multiple structures, boats and vehicles, guests, and a standard that does not drop when the owner is 1,500 miles away. You get two full days of maintenance a month, a concierge who runs the calendar, and a direct line to the person responsible.
Two full days a month of proactive care: system checks, light repairs, vendor supervision, seasonal preparation across every structure on the property. Hours roll over up to 90 days.
Provisioning, scheduling, welcome and departure preparation, guest and holiday readiness, and vendor orchestration. Priority scope.
Accelerated response windows for urgent and seasonal needs. Heritage clients go to the front of the calendar.
Private access to your estate lead. No intermediaries, no ticket queue.
Chef-prepared welcome dinners, seasonal gatherings, and curated provisioning through our trusted culinary partner.
White-glove handling of projects, staff, and sensitive logistics, with every vendor under NDA.
A full documentation pass of every structure and system, access protocols set, vendor roster reviewed and integrated, dashboard built. Optional 360° scan recommended here.
Every week, every structure. Findings are acted on the same visit wherever possible.
Sixteen hours a month of scheduled preventative work, spread across the property’s seasonal calendar: dock and boat lift, irrigation, generators, HVAC zones, exterior finishes.
Six hours a month against your travel schedule: arrivals staged, provisions stocked, guest rooms turned, holiday setup coordinated, chef partner booked when you want it.
Estate report and dashboard: hours used and banked, projects completed, upcoming seasonal items, vendor invoices reconciled onto one statement.
This is the same checklist that appears in your service agreement, so what you read here is what you sign and what you get.
Heritage runs this calendar across every structure on the estate with priority scheduling, so seasonal work is finished before the season, not during it.
Every report is short, photographed and specific. You should be able to read it on your phone in two minutes and know exactly what happened at your property and what, if anything, needs your decision.
Illustrative example. Details, hours and dollar figures vary by property.
| Visit cadence | Weekly walkthroughs plus two monthly maintenance days |
|---|---|
| Monthly fee | Starting at $3,000, set by property size, structures, and scope |
| Commitment | 3-month initial term, then month to month with 30 days’ notice. Pause options available. |
| Onboarding fee | $495–$995 depending on complexity |
| Included hours | 16 hrs estate maintenance + 6 hrs concierge each month |
| Rollover | Maintenance hours roll over up to 90 days, capped at twice the monthly allocation (32 hrs banked). Concierge hours do not roll over. |
| Preferred overage rates | $95/hr maintenance · $125/hr concierge |
| Materials & vendors | Passed through at cost with receipts on a single monthly statement; pre-approval above your threshold, emergency authority per your signed protocol |
| Estate dashboard | Included (HomeZada) |
| Emergency response | Included with priority response windows |
All plans include emergency coordination and secure handling of access under our privacy protocol. Walkthroughs are visual, non-invasive checks by a licensed contractor and are not inspections under Idaho licensing law. Full terms are set out in the Estate Stewardship Agreement you sign at onboarding.
Because a 4,000 sq ft lake house and a 12,000 sq ft compound with a guest house, shop, and dock are not the same job. The base covers the included hours and services; the final figure reflects structures, systems, and how often you are in residence. You get a written number before anything is signed.
Heritage is scoped to one estate. For multiple properties, or a single property with unusual requirements, the Elite plan is built to order.
Chef services are booked through us and billed at the partner’s rate on your monthly statement. Our concierge hours cover the coordination.
Complete the estate questionnaire and we’ll confirm availability within 24 hours, or book a private consultation and we’ll talk it through first. Discretion is the job.