Services

Nine patches, spelled out.

One engagement covers whatever your situation needs, from a few boxes of paper to a whole house. You choose the pieces at the first call; we put the plan in writing with a flat price. Here is what lives inside each patch.

01

The papers

The boxes of statements, deeds, policies, titles and mail nobody can face. We cull the junk first, scan every page that matters, and organize what's left into an estate asset map: which accounts exist, what is owed, and what things were worth at the date of death. Every line in the map points to the scanned page it came from, so nothing rests on anyone's say-so.

  • Attorney-ready: the map doubles as clean intake for probate counsel and raw material for the court inventory if one is required.
  • Nothing is shredded without the executor's signed, itemized approval, and every page is imaged before destruction.
  • Anything that looks legal, a will, a codicil, a handwritten list of who gets what, is set aside and never destroyed, no matter how much it looks like scrap.
  • Originals come back organized in a binder. The will, titles and bonds never enter our custody at all.

02

The photographs

Albums, loose photos, letters, slides and home movies, digitized at archive quality. Every heir receives the complete digital collection, which is usually the end of the argument about who gets the album: everyone does.

  • Originals go home with a named keeper, recorded in the family's register, so everyone knows where the 1950s album lives.
  • Duplicate printed albums can be made for each heir who wants a physical copy.
  • Photos found under refrigerator magnets and tucked in drawers count. We photograph meaningful surfaces as they were found before anything is touched.

03

The house

Documented before anything moves, then emptied and cleaned by insured crews working under our protocol, with their work photographed into the family's record. It ends ready to sell or to keep.

  • Nothing leaves before the family review window closes. Every heir gets time to look first.
  • Day-one basics handled: locks rekeyed so "who else has a key" has an answer, insurers notified, utilities kept sensible for a vacant house.
  • Donation runs come back with receipts. Hauling comes back with photos. Everything lands in the record.
  • We coordinate; the crews are licensed and insured in their own names and are paid by the estate directly, never through us.
  • If the house will sell, we handle the initial coordination with a licensed real estate agent: the introduction, access, and a house that arrives empty, clean and ready to list. The listing, photos, pricing and sale are entirely theirs.

04

The accounts

Paper only shows the accounts that mailed paper. For the rest, we prepare signature-ready requests to the institutions that keep the official answers: the credit bureaus, the IRS transcript office, the life insurance policy locator, state unclaimed property, and the TennCare release every Tennessee estate needs before it can close. The executor signs under their own authority; we track every request until it answers and file each answer into the asset map.

  • Deceased credit reports reveal open accounts and debts in one pull.
  • Tax transcripts reveal every account that ever paid the deceased interest or dividends, including online-only accounts that never mailed a thing.
  • Mail is collected and watched, because the mail stream keeps announcing assets for months.

05

The record

Everything above, documented in one place that every heir sees at the same time. The walkthrough video, the item photos, the receipts, the asset map, each step as it happens. Nobody hears anything secondhand, and nobody has to take anybody's word.

  • Free to every heir, always. Trust is the product; we never charge the audience.
  • Entries are added, never edited away. What the record shows, it keeps showing.
  • Plain language updates, sent to everyone at the same moment.

06

The belongings

Every item that could matter gets photographed and listed, and every heir flags what they care about before anything is sold, donated or moved. Dollar value is not the test. The $30 cookie jar counts, and so does the refrigerator magnet. We photograph the refrigerator door before we touch it.

  • Small keepsakes are kept by default, bagged and numbered, never lost to a dumpster weekend.
  • Claimed keepsakes ship to heirs anywhere, each with a card showing where in the house it came from.
  • "That was promised to me" gets logged in the open, where every heir can see it, and routed fairly instead of festering.
  • Photos, letters, journals, recipes, bibles and military items are never discarded, whether anyone flags them or not.

07

The estate sale

Run by professionals, matched to what's actually being sold. The coin folder goes to a coin dealer, the good furniture to the right auction, not everything to the same folding table. Item-level prices and receipts land in the record, so nobody wonders what the china actually brought.

  • Sale proceeds go from the sale company to the estate directly. We never touch the money.
  • Anything the law restricts, old ivory, certain artifacts, regulated firearms, is flagged and routed lawfully instead of sold by accident.
  • Small lots that don't justify a sale company get honest advice, not an upsell.

08

The calls

Utilities, insurers, subscriptions, the landlord, the storage facility, the medical equipment company still billing rent on a hospital bed. We build the call list from what the paper reveals and work it down, and each closed loop gets logged.

  • Time-critical calls happen in the first days: the insurers on the house and vehicles, and anything with a meter running.
  • Paperwork-heavy transfers, vehicle titles, mail forwarding, come as prepared packets ready for the executor's signature.

09

The right professionals

Probate attorney, accountant, realtor, appraiser, firearms dealer. We bring you good ones, we hand them clean organized material instead of a garbage bag of paper, and we take nothing for the introduction. When your attorney is engaged, we work under their direction.

  • Judgment work stays with licensed professionals. We never give legal or tax advice, and we never act as the fiduciary.
  • No referral fees in either direction, ever. A recommendation you can't buy is the only kind worth getting.

When two people want the same thing

The refrigerator magnet and the Winchester get the same rule: interest is declared in the open, before anything moves, and the record keeps it fair.

SEE

Everyone sees everything.

During the review window, every heir browses the same walkthrough footage and the same item list, from anywhere, at the same time. Nobody claims what somebody else never got to see.

FLAG

Interest is flagged, not whispered.

"I'd like that" takes one tap on any item, and the whole family sees it. So does "that was promised to me," logged with whatever backs it up. A promise gets checked against the will or a signed list, which our paper sorting often turns up. No private claims, no secondhand rumors, no surprises at the dividing table.

COPY

Copies dissolve most fights.

Photos, letters, recipes, albums and home movies get digitized, so every heir receives the complete set. Most contested things stop being contested the moment everyone can have the whole thing.

DIVIDE

The rest is divided in the open.

What the will or a signed list directs simply happens; that is a bequest, not a claim. Where the family may lawfully choose, competing interests go through a preference process every heir can watch, the agreement is put in writing, and the executor's distribution lands in the record. We run the process and keep it fair. We never pick the winner.

The odd corners, handled too

Estates are full of things that look like clutter and turn out to matter, or look simple and turn out to be regulated. Recognizing them is most of the job.

Vehicle, boat and tractor titles Firearms, secured and transferred lawfully Witnessed safe deposit box openings Storage units found and rescued Pets fed on day one and placed with care Farm animals and equipment Online accounts and cloud photos Phones and computers preserved before anything is wiped Crypto wallets and seed backups, recognized and secured Business licenses, domains and royalties

Tell us what you're facing. We'll tell you what it needs.

Talk to us