Estate Plans
Private Consultation
Estate Management Services: Your Questions Answered
Before selecting an estate management plan, our clients naturally have questions about service access, coverage hours, and property oversight. We've compiled the most frequently asked questions to help you understand how our discreet, professional team ensures your property remains impeccably maintained whether you're in residence or away.
Comprehensive Services for Every Estate
What's Included in All Plans?
  • Weekly interior & exterior walkthroughs
  • Emergency access and vendor coordination
  • Secure key holding with alarm response
  • Detailed photo & video documentation
  • Monthly estate summary reports in your private client portal
Do Hours Roll Over?
Evergreen & Heritage Plans:
Maintenance hours may roll over for up to 90 days, with a cap of 2x the monthly allocation.
Sentinel Plan:
No labor hours are included in this foundational monitoring plan.
Concierge Coordination:
Concierge hours do not roll over, due to the nature of our scheduling, vendor engagement, and hospitality staffing model.
Who Does the Work?
Jeremy: Estate Maintenance Director
As a licensed contractor, Jeremy oversees all property maintenance with exceptional attention to detail. His expertise ensures your property systems function flawlessly year-round.
Heather: Concierge Lead
Specializing in client care and service coordination, Heather ensures your specific preferences are meticulously documented and followed, providing a seamless estate management experience.
Do You Work with My Existing Vendors?
We respectfully integrate with your existing staff and service providers. Whether you employ a housekeeper, chef, landscape crew, or other specialists, we coordinate directly with them while maintaining the discretion and professionalism your household deserves.
Managing Expenses and Emergencies
What If I Need More Hours?
Estate Maintenance
$95/hour for Evergreen & Heritage plans
$125/hour for all other plans
Concierge Services
$125/hour flat rate across all plans
How Are Expenses Handled?
  • Single, comprehensive monthly invoice
  • Pre-approval required for all expenses
  • Optional card-on-file for seamless payments
  • Detailed expense tracking and reporting
Are You On-Call for Emergencies?
All plans include emergency vendor coordination, storm preparation, and immediate alarm response. Heritage and Elite clients receive priority response windows, ensuring the fastest possible attention to urgent matters at your property.
Flexible Terms for Seasonal and Absentee Owners
Can I Cancel Anytime?
We understand the unique needs of luxury property owners. Our service agreements feature a 3-month initial commitment, followed by a flexible 30-day cancellation notice. You can also pause service during extended stays, with no long-term contracts or obligations.
Do You Work with Absentee or Seasonal Owners?
Most of our clients maintain multiple residences or visit their properties seasonally. We excel at providing comprehensive oversight during your absence, with detailed documentation and regular updates regardless of whether you're across the country or overseas.
Do you charge an onboarding fee?
Yes, for most plans. Our comprehensive onboarding ensures your estate is fully prepared for seamless service, including key coordination, full property walkthroughs, and vendor/systems intake. Evergreen & Heritage plans typically include a one-time fee of $495–$995, depending on complexity. Sentinel clients may not require this unless additional setup is requested. Advanced planning (e.g., EstateSpace digital onboarding) receives a tailored quote.
Your Private Digital Estate Dashboard
Through our partnership with EstateSpace, you’ll receive access to a secure digital dashboard designed exclusively for luxury estate owners. This platform allows you to effortlessly track vendor visits, monitor task logs, manage service schedules, and securely upload essential documents—all from your phone or desktop.
What's Included in Your Dashboard
Comprehensive Activity Logs
Gain real-time access to service logs, task tracking, and upcoming maintenance schedules to stay informed about all property activities.
Detailed Photo Documentation
View photo documentation of visits and completed repairs, providing visual confirmation of all work performed on your estate.
Key Contacts & Vendors
Access a centralized directory of key contacts and approved vendors, ensuring you always have the right information at your fingertips.
Secure Cloud Storage
Benefit from secure cloud file storage for critical documents, warranties, and appliance manuals, always accessible when you need them.
Common Questions
Is it included in my plan?
Yes. Access to the digital dashboard is automatically included for all Evergreen and Heritage clients. It serves as the operational backbone for your estate oversight—giving you secure visibility into your property’s activity, even when you’re away. Sentinel clients may upgrade for $95/month.
Is the dashboard secure?
Absolutely. EstateSpace uses advanced encryption and strict access controls. It’s trusted by private families and estate managers nationwide for sensitive property data.
Your Peace of Mind is Our Priority
Discreet Communication
We understand the importance of privacy. All client communications, property details, and service arrangements remain strictly confidential, protecting your privacy and security.
Custom Service Packages
Every property and owner has unique requirements. We can tailor our service offerings to address your specific needs, creating a truly personalized estate management experience.
Seasonal Preparations
We handle all aspects of preparing your property for seasonal transitions, from winterization to spring opening, ensuring your home is always ready when you arrive.
We're committed to exceeding your expectations with attentive service and meticulous care for your property.