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FREE ESTATE ASSESSMENT

Not Sure Where to Start? Start With a Plan.

A complimentary estate assessment is the logical first step for families who don’t know where to begin. We’ll review your situation, discuss the property, and provide a clear, prioritized plan—without pressure or obligation.

 

Whether you’re managing an inherited home, helping a loved one transition, or preparing a property for sale, we’ll help you understand your options and identify the next steps.

WHO THIS IS FOR

Built for Families in the Middle of a Transition

Whether you’re handling an estate nearby or coordinating everything from another state, our assessment helps create a practical starting point.

01

Adult Children Managing an Estate

Helping organize and settle a deceased parent’s home or personal property with clarity and confidence.

02

Assisted Living & Senior Care Transitions

Supporting families preparing a home after a move into assisted living or long-term care.

03

Out-of-State Estate Management

Helping heirs and family members coordinate estate projects remotely without unnecessary travel.

04

Downsizing & Life Transitions

Creating an organized plan for homeowners preparing for a smaller home or a major life change.
WHAT'S REVIEWED

What the Assessment Covers

During your consultation, we’ll discuss your situation and review the property’s current needs.
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  • Property overview and current situation
  • Household contents and organization needs
  • Personal property review
  • Potential resale or liquidation opportunities
  • Estate cleanout requirements
  • Property condition observations
  • Sale preparation considerations
  • Coordination needs for vendors or service providers
  • Recommended priorities and next steps
Great Lakes
Estate Co.
One Point of Coordination
A Prioritized Action Plan
Estimated Timeline
Customized Recommendations
WHAT YOU'LL RECEIVE

What You'll Walk Away With

( 1 ) A Prioritized Action Plan

Clear recommendations outlining the next steps that make the most sense for your family's situation.

( 2 ) Estimated Timeline

A realistic project sequence so you'll understand what comes first and what to expect throughout the process.

( 3 ) One Point of Coordination

Instead of managing multiple vendors and service providers yourself, you'll have one organized plan and one trusted point of contact.

( 4 ) Customized Recommendations

Every estate is different. Your recommendations are tailored to your property, goals, and timeline.

WHAT HAPPENS NEXT

After Your Assessment

01
We Talk
We'll spend time understanding your property, your priorities, and your family's goals.
02
We Create Your Plan
You'll receive a practical roadmap outlining recommended services, priorities, and an estimated timeline.
03
We Coordinate (If You Choose)
If you'd like our help moving forward, we'll coordinate the approved services and guide the project from start to finish.
COMMON QUESTIONS

Frequently Asked Questions

Yes. Your Estate Assessment is complimentary with no obligation to move forward afterward.
Not necessarily. We regularly assist families managing estates from out of state and can discuss options based on your circumstances.
That’s exactly why we offer the assessment. Most families begin without knowing what comes first, and we’ll help identify the best path forward.
We’ll typically contact you within one business day to schedule your assessment and discuss your situation.
No. Our goal is to provide helpful guidance and a clear plan. You decide whether and how you’d like to move forward.
Absolutely. We frequently work with families navigating shared responsibilities and can help keep communication organized throughout the process.

Request Your Assessment

Ready When You Are

You Don't Have to Coordinate the Entire Estate Alone.

Tell us what’s happening.

We’ll help identify the next logical step, explain your options, and create a practical plan that helps you move forward with confidence.

Whether you’re dealing with an inherited property, preparing a home for sale, downsizing, or coordinating an estate from another state, we’re here to make the process simpler.

Free Consultation