Property Consulting for Boards and Estates – Custom Quote
Managing property on behalf of an estate, trust, or board of directors requires objective insight and future-focused planning. Our consulting service provides expert, third-party guidance to help navigate decisions with confidence — from maintenance prioritization to disposition strategy.
What You Receive:
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Strategic consultation tailored to board- or estate-managed properties
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Review of existing reports, records, and visual inspections as needed
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Written summary of observations, risks, and action steps
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Optional participation in board meetings or estate planning sessions
What We Review and Advise On:
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Current condition of building systems (roofing, HVAC, electrical, plumbing)
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Life safety compliance and accessibility standards
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Deferred maintenance liabilities and cost forecasting
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Occupancy status, property use alignment, and code risk indicators
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Recommendations for repair, improvement, sale, or long-term holding
What’s in the Report or Advisory Summary:
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Written overview of findings and strategic observations
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Photo documentation where applicable
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Prioritized list of actionable items (repair, monitor, evaluate)
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Planning input for capital expenditures or divestment
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Optional estate or board presentation materials
Examples of What We’ve Consulted On:
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Trust-owned homes with aging systems and unclear maintenance responsibilities
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Commercial estate properties requiring multi-year capital planning
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Multi-party disputes over condition-related liabilities
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Boards evaluating roof replacement vs. ongoing patch repairs
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Asset divestiture timing based on current vs. projected condition
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Pricing:
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Custom Quote based on property type and level of involvement
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Add-Ons: Formal presentations, multi-property review, or stakeholder interviews
Who This is For:
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Board members, estate executors, trustees, or asset managers requiring neutral, experienced property guidance
Clear, professional insight when shared decisions require confidence.
Book a Consulting Session for Boards and Estates and move forward with clarity and consensus.