When someone you love dies, the administrative complexity that follows is overwhelming. We manage the entire process so you can focus on grieving, healing, and being together.
Probate filings. Will interpretation. Court appearances. That is what your estate attorney is trained for and what your legal fees cover. It is roughly 15% of what actually needs to happen after someone dies.
The other 85% is administrative, logistical, and deeply human. Twenty to forty financial accounts to close. Government agencies to notify. A house full of belongings to sort. Siblings who do not agree. A widow who needs someone to sit with her while she goes through her husband's closet.
No attorney will do that. No CPA will do that. Heritage Estate Concierge exists because that gap is real, it affects nearly every American family, and it deserves professional attention.
See What We Manage"The family hired an attorney, got the legal work handled, and then discovered nobody was running the other 85%. That is exactly the gap we fill."Heritage Estate Concierge Founders
We serve as your project manager, steady presence, and trusted guide through every step of the process.
We manage the complete process of notifying and closing every financial account, from banks and brokerages to credit cards, subscriptions, and digital assets.
From the house to the storage unit to the jewelry box, we coordinate every aspect of managing, distributing, and selling the deceased's personal property.
We provide the steady human presence that families need: facilitating difficult conversations, mediating disagreements, and keeping everyone aligned around a shared process.
Every payment, distribution, and receipt tracked from start to finish. Clean records your attorney and CPA can use without having to reconstruct months of activity.
We work with aging clients and their families before a death occurs to organize documents, build the planning binder, and coordinate with the estate attorney and financial advisor.
Sometimes what families need most is simply someone who has done this before, who is not billing by the hour, and who will sit with them through the hardest parts.
From first call to final distribution, we guide families through every phase with structure, clarity, and care.
A 60-minute call to understand your estate, timeline, and where you need the most support. No commitment required.
We review the estate scope, create a comprehensive task list, and deliver a fixed-fee engagement agreement with clear scope and deliverables.
We take over the administrative and coordination work, keeping you informed and bringing you in only for decisions that require your voice.
Complete accounting summary, all accounts closed, all distributions documented, and a final review meeting so you know the estate is fully resolved.
Estate attorneys have a problem: clients call constantly with non-legal questions. Where to send the death certificate. How to close the Verizon account. What to do about the sibling fight. The attorney can answer for free and lose money, bill $500 for it and get a bad review, or ignore the call and lose the client's trust.
We are not the attorney's competitor. We are the project manager the attorney cannot be, handling the 85% that their training and fee structure was never designed to address.
We serve as your client experience team for the 85% you cannot bill for. Clients leave happier; you focus on what you do best.
You have the closest relationships with aging affluent clients. When they die, we are the infrastructure you have never had to help their families.
When a resident passes, their family has nowhere to turn for the logistical work. Referring Heritage is a service to your residents' families and to your community's reputation.
You walk with families to the threshold. We are there when they step through it. A referral to Heritage means the family has someone ready to run the process before the grief fully settles in.
We price per engagement, not per hour. You know the full investment before we begin. Families pay to make chaos disappear; our pricing reflects the value of that relief.
Heritage Estate Concierge is a two-founder practice. We bring the operational discipline, clinical background, and relational skill that this work requires. We did not design a business around a market. We built a business around lived experience.
Two credentialed operators with complementary skill stacks, guided by a simple belief: no family should navigate this alone.
You do not have to manage this alone. One call is enough to understand whether we are the right fit for your family and your estate.