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.
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.
- Verified that home insurance had adequate coverage.
- Ran title report to determine if there were liens or judgements.
- Inspected the property for damage and required repairs.
- Created plan for securing the property and its contents.
- Documented personal possessions by conducting a risk analysis.
- Catalogued inventory.
- Pre-screened and verified an estate sale companies to sell all valuables.
- Managed the donations to the Sunday Breakfast Mission to facilitate.
- 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 report outlining solutions, timeline, expenses, and recommendations.
- Ordered an appraisal to determine the real estate home and lot value.
- Provided cost benefit analysis comparing improvements versus selling as-is.
- Analysed market trends to forecast the impact on sales price.
Phase 2: Implementation
- 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.
- Delivered inventory to the accountant.
- Created a numbered photo inventory with our team.
- Presented items to the family and consulted with the executor.
- Scheduled shipments to family members or transported remaining items to consignment.
- Provided receipts for donations.
- Cleared the home of all contents.
Ongoing Maintenance
- Serviced and repaired HVAC systems.
- Repaired plumbing leaks.
- Conducted preventative pest control.
- Coordinated on-going lawn care and landscaping.
- Managed pool care and service.
Value-Enhancing Improvements
- Full pool restoration: mechanical systems, resurfacing, coping, and refilling.
- Electrical and plumbing upgrades.
- Tree trimming for improved water views.
- Interior painting.
- Exterior refresh: deck repairs, power washing, and window cleaning.
Strategic Marketing in Action
- Conducted a three-year buyer data analysis to identify dominant buyer demographics and locations.
- Targeted families with $600,000+ homes in Maryland, Delaware, Southern PA, and Southern NJ (Washington-Baltimore and Philadelphia metro areas).
- Result: Generated multiple offers within 40 days, creating a competitive bidding environment.
Seamless Management
- Coordinated with the client’s full team: real estate attorney, estate attorney, accountant, and house manager.
- Provided weekly updates and maintained consistent communication with the buyer’s realtor, title company, and lender.
Overcoming Obstacles
- When stucco siding failed inspection (common in this region), consulted multiple remediation companies to obtain quotes.
- Negotiated with the buyer to reduce their requested seller credit from $318k to $150k — protecting significant value for the client.
Special Scenarios
Beyond standard maintenance, we navigate unique challenges to protect and grow estate value:
Held multiple meetings and developed landscaping design plans to gain approval for tree trimming that restored water views which drastically increased property value.
Confirmed the ability to install a sewer system by overseeing a percolation test with the county and private company. Without this, the lot would not support a home, substantially lowering its value.
Seamless Transitions, Maximized Value, Peace of Mind
Through strategic planning, thoughtful improvements, and coordinated asset management, the estate was protected, optimized for value, and successfully transitioned for all family members. Legacy Home Concierge ensures that even the most complex estates are handled with clarity, efficiency, and care. We turn a potentially stressful process into a smooth, positive experience.
Testimonials
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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. Thank you Chris for making what could have been a very difficult process, a kind and friendly one.
Gayle O.
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Chris did a great job marketing and selling our property. During most of the process we were either out of state or the country. Chris kept us informed through out.
John G.
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They did a great job handling the sale of my mom’s house when I was settling her estate. He was very knowledgeable about all steps in selling the property from researching the local market to settlement.
Tilio S.