Confirm authority
Know who can approve access, property decisions, belongings movement, spending, provider work, and sale-related steps before work begins.
Situation guide
If everyone is looking to you, we help turn the house, belongings, costs, and next decision into a clear first plan.
Being the only clear decision maker can help. It can reduce family meetings, repeated approvals, and confusion about who can say yes. But it does not remove the real work: property access, belongings, bills, repairs, records, provider calls, storage, shipping, and timing.
This situation is often the best fit for a fast, low-friction first step. We help you understand the estate math, choose the first bottleneck, and avoid spending money in the wrong order.
Protect first
Know who can approve access, property decisions, belongings movement, spending, provider work, and sale-related steps before work begins.
Use the local Estate Math Home Visit to document the home, belongings, bills, repair risks, and likely provider needs.
Decide whether the first scope should stabilize the property, inventory belongings, coordinate providers, or prepare the home for the next decision.
Where Legacy fits
Turn the house, belongings, bills, provider needs, and next options into an Estate Math Snapshot.
Reduce family-coordination drag when one authorized person can approve the work.
Create item, provider, photo, receipt, and project records for the executor's file.
Look for practical ways to phase work so the estate does not spend big before the math is clear.
When one person can make decisions, the project can often move faster. The discount below applies only to eligible Legacy Defenders fees, not pass-through costs or third-party professionals.
| Cost category | How it is scoped | What it covers |
|---|---|---|
| Free strategy + review | After the first strategy clarifies condition, access, volume, urgency, authority, and approved scope. | Free strategy report and short call to understand authority, urgency, location, belongings, cash pressure, and whether a home visit makes sense. |
| Estate Math Home Visit | After the first strategy clarifies condition, access, volume, urgency, authority, and approved scope. | Walkthrough of the property, belongings, obvious risks, provider needs, and first budget categories. Credited toward approved Legacy Defenders services for the same property. |
| Detailed estate management scope | After the first strategy clarifies condition, access, volume, urgency, authority, and approved scope. | Written phase plan, provider needs, budget categories, item workflow, records plan, and questions for attorney, CPA, realtor, lender, or trades. |
| Single decision-maker discount | After the first strategy clarifies condition, access, volume, urgency, authority, and approved scope. | Example policy for clear authorized decision makers with no active dispute. Excludes pass-through costs, storage, disposal, materials, shipping, taxes, filing, trades, financing, attorney, CPA, lender, and realtor fees. |
| First coordination sprint | After the first strategy clarifies condition, access, volume, urgency, authority, and approved scope. | For homes where belongings, basic records, item routing, cleaning readiness, and provider sequencing are blocking the next estate decision. |
The first strategy is free. Approved scopes are discussed after the situation is clear and depend on condition, access, volume, urgency, provider availability, authority, and what the estate actually approves.
Confirm who can authorize access and spending, secure the property, photograph rooms, and avoid throwing away mixed boxes or papers.
Complete the home visit, list bills and urgent risks, identify the first bottleneck, and decide what can be done by family versus scoped help.
Start approved inventory, property stabilization, provider coordination, or market-ready planning with receipts and photos organized from day one.
A practical one-page view of risks, costs, belongings, provider needs, timing, and next decisions.
Photos, QR tags where needed, keep/sell/donate/discard/store/ship decisions, and family routing notes.
Scopes, receipts, invoices, photos, provider notes, budget categories, and open questions for professional review.
First safe step
The first strategy helps decide what you can do yourself, what should wait, and where local help or professional review may actually be worth it.