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LEGACY & ESTATE CONCIERGE

A True One-Stop Shop

When to Use New Beginning Solutions

Get Your Ducks In A Row

A Will provides the vital legal framework for your estate, but it won't organize a lifetime of physical heirlooms or unlock digital memories. As your dedicated Estate Concierge, we serve as the local partner for out-of-state families to handle the logistical heavy lifting and ensure nothing is lost.

  • Centralized Cloud Dashboard: We use an AI-driven platform to securely organize your entire estate.
  • 22-Step Onboarding: We expertly audit digital assets, extract legal data, and catalog physical heirlooms.
  • Total Control & Accessibility: You are never held to the unknown. Retain 24/7 access to your data to make updates, manage your true worth, and print comprehensive reports directly for your attorney or financial planner.
  • Peace of Mind: We assist you in getting your "ducks in a row", by working with you to organize the details today so you can leave behind a well-oiled machine, sparing your family from the chaos of an unorganized transition tomorrow.

Securing Assets & Mitigating Liability Before Care or Guardianship Begins

Bringing caregivers/guardians into a home requires trust. We establish a third-party digital inventory before care begins, creating a secure baseline that protects the family’s estate and the agency’s liability.

  • For the Family (Asset Security): We go beyond simple checklists by visually cataloging the home and recording the owner's voice to document the history and intended recipients of valuable heirlooms, ensuring nothing is lost or re-routed.
  • For the Agency (Risk Mitigation): For home healthcare companies and Medicaid assessors, an independent pre-care audit acts as a shield. It instantly transfers risk away from your organization by eliminating "he-said, she-said" disputes and unfounded missing property claims against visiting staff.
  • Court-Ready Transparency: Our visual cataloging and "Proof of Intent" videos provide unimpeachable, court-ready evidence of the home's original condition and the client's exact wishes. We ensure every engagement is protected by total transparency and legal confidence for everyone involved.

Strategic Downsizing

The moment you decide to move, our one-stop Estate Concierge service hits the ground running. Downsizing a long-time family home requires a dedicated partner to handle both the physical and emotional heavy lifting. We specialize in "whole picture" transitions, taking the burden off your shoulders so you can focus entirely on your next chapter.

  • Right-Sizing Your Space: We provide the logistical support needed to help you intentionally curate exactly what will move with you.
  • Complete Asset Control: MyCuratedAssets.com will digitally record your belongings, allowing every item to be easily designated to be kept, sold, or given away.
  • The Joy of Living Gifting: Perfect for downsizing or clearing clutter. Share your private digital catalog of "My Curated Assets" with family members and enjoy the emotional reward of gifting meaningful heirlooms to loved ones while you are still here to see them appreciated. Once you have chosen what to keep and what to gift, we handle the seamless and profitable liquidation of the rest.
  • Maximizing Real Estate Value: To complete your transition, we ensure you get the highest market value for your home in a short time period. You can find more about our real estate strategies at tammysuekilburn.com.

Probate Cases: The First 48 Hours

Immediately after a client passes, grieving families urgently need clear guidance to prevent irreversible and costly mistakes. Our "First 48 Hours" guide provides immediate intervention to protect the estate right from the start.

  • Securing Vital Documents: Preventing the accidental disposal of critical legal, financial, or personal paperwork.
  • Protecting Hidden Assets: Stopping the donation or disposal of ordinary items that may still have valuables hidden inside.
  • Halting Premature Cleaning: Pausing well-meaning cleanouts that could unintentionally destroy important clues or documentation.
  • Preventing Unauthorized Removal: Ensuring property and assets are not prematurely taken from the home before proper legal cataloging.
  • Avoiding Device Lockouts: Securing phones, computers, and digital accounts before critical passwords and access points are lost forever.

Out-of-State Probate & Liquidation

Navigating the probate and liquidation process for a Florida property from another state can feel impossible. Rather than acting as standard property managers, we serve as your boots-on-the-ground transition team.

  • Maximizing Estate Value: We orchestrate everything necessary to ensure the property secures its highest potential return.
  • Complete Local Coordination: We handle the physical heavy lifting, expertly managing cleanouts, market-prep, and professional staging.
  • Total Peace of Mind: We manage all the on-site complexities locally, granting you confidence and relief while you oversee the process from afar.

Estate Liquidation

Our process begins with My Curated Assets, where we record and catalog every piece of personal property to create a timestamped digital source of truth that feeds directly into our exclusive Marketplace.

  • Exclusive Buyer Portal: This private portal notifies our database of professional buyers and liquidators that a verified portfolio is ready for review.
  • Competitive Acquisition: By forcing buyers to compete for the portfolio, we leverage a data-driven model to secure the highest market return.
  • Guaranteed Returns: We maximize your value through upfront cash offers, strategic percentage splits, and guaranteed timelines.
  • A Seamless Transition: Bypass the delays, public foot traffic, and uncertainty of traditional estate sales in favor of a highly professional, private liquidation.

  • Maximizing Real Estate Value: We ensure you get the highest market value for your home in a short time period. You can find more about our real estate strategies at tammysuekilburn.com.

WHY CHOOSE US?

Real-Time Dashboard

Our real-time dashboard provides attorneys, families, and decision-makers with a clear view of estate progress as it happens.

  • Provides instant visibility into estate progress
  • Reduces the need for constant status calls or emails
  • Allows attorneys to monitor activity without visiting the property
  • Keeps heirs and decision-makers informed in one place

Certified Probate Real Estate Specialist

You handle the legal complexities; we manage the physical estate. As a CPRES, we act as your logistical partner, handling everything from securing and cataloging assets to executing real estate auctions. Our real-time dashboard provides your firm with total visibility, saving you billable hours and letting you focus strictly on the law.

  • Securing & cataloging assets
  • Device security and management
  • Asset Assessment & Organization
  • Appraisals & Valuations
  • Strategic Liquidations
  • As-Is Real Estate Auctions
  • Market-ready repairs when needed

Cloud Asset Archive

We don't just verify personal property—we completely catalog it. We curate and group every item in the estate, which is then photographed, documented, and uploaded to a secure, timestamped cloud archive. This creates an undeniable visual record of the home’s contents, giving out-of-state executors and heirs complete visibility and peace of mind from anywhere in the world.

  • Creates an undeniable, timestamped record of physical assets
  • Provides 24/7 access for out-of-state executors
  • Makes appraisals and valuations highly accurate
  • Reduces disputes among heirs over specific heirlooms
  • Prevents valuable personal items from going missing

Digital Asset Audits

Modern estates often hold hidden value online. We conduct a thorough review to identify any potential digital revenue streams—such as monetized websites, creator accounts, or intellectual property. While not every estate possesses digital income, our rigorous audit ensures that if these modern assets do exist, they are properly secured, evaluated, and never overlooked.

  • Creative Works (Books, music, courses)
  • Brand & Business Assets (Trademarks, logos)
  • Web & Domain Assets
  • Online Businesses (Shopify, Etsy)

Market-Ready Cleaning

Preparing a home for sale helps buyers see the space, condition, and potential of the property more clearly.

  • Creates a better first impression
  • Increases perceived value
  • Attracts more serious buyers

Quick AS-IS Auctions

This approach provides a transparent and defensible method of sale, helping protect the personal representative and attorney from later claims.

  • No endless listing period
  • No guessing on true market price
  • Fewer failed contracts
  • Reduced holding costs