Portfolio inventory
Organize locations, occupancy, condition, immediate risks, income status and property-specific priorities.
Portfolio estate support
One coordinated plan.
Every property.
Specialized support for executors, trustees and professional fiduciaries managing estates with five or more properties.
We help organize the property-level work, vendors, information and real estate decisions across multiple homes, rentals, commercial assets, counties or states.
One point of contact
Property-by-property visibility
A plan around estate priorities
Priority portfolio review
Designed for estates with more moving parts.
We prioritize estates meeting at least three of the following conditions.
These factors often create added coordination needs for the executor, beneficiaries, attorney, fiduciary and property professionals.
✓Five or more properties
✓Estimated real-estate value above $3 million
✓Rental or commercial income
✓Properties in multiple counties or states
✓Out-of-area executor
✓Vacant, tenant-occupied or deferred-maintenance properties
✓Multiple beneficiaries
✓Professional fiduciary serving as representative
✓Properties not yet listed
✓Court filing less than 90 days old
What we coordinate
Clarity across the entire portfolio.
Each property may need a different solution. The estate still needs one organized plan.
Property stabilization
Help coordinate authorized access, security, clean-up, maintenance and conversations with appropriate insurance professionals.
Vendor management
Coordinate estimates, schedules and updates for clean-outs, landscaping, painting, repairs, inspections and other property work.
Income properties
Help organize the property-side information surrounding rentals, tenants, management needs and commercial assets.
Decision support
Compare keeping, refinancing, renting, selling as-is, preparing for market or considering qualified cash offers.
Status communication
Keep authorized decision-makers informed about property progress, open items and upcoming decisions.
Executor Concierge does not replace the estate’s attorney, CPA, fiduciary, lender, property manager or other licensed professional. Services and professional introductions depend on property location and availability.
A practical starting point
From scattered properties to one clear plan.
Review the portfolio.
Tell us where the properties are, how they are being used and what currently requires attention.
Prioritize property needs.
Identify immediate risks, income considerations, vendor work and decisions requiring professional guidance.
Coordinate next steps.
Build a property-by-property action plan and keep authorized stakeholders informed as work moves forward.
Confidential portfolio review
Tell us about the estate.
Share the high-level property information below. Please do not include account numbers, financial documents or private estate records.
Prefer to talk directly?
858-204-7259