1. Verify the client and authority
We review government identification and relevant Letters Testamentary, Letters of Administration, trust authority, ownership documentation, or attorney-confirmed authority. If authority is uncertain, work pauses.
2. Define access and scope
The client signs a service agreement and property-access authorization. We identify approved contacts, key procedure, emergency instructions, excluded items, reporting recipients, and the exact deliverable.
3. Create the starting record
An initial visit documents the property’s observable condition. This becomes the reference point for future vendor work, recurring checks, cleanout, or turnover.
4. Obtain written decisions
The client selects vendors, signs their contracts, pays them directly, and approves any movement or disposition of personal property.
5. Coordinate and document
We meet approved people, maintain the access record, observe the agreed task, photograph progress, collect available receipts, and flag exceptions.
6. Deliver the report
The client receives organized photographs, notes, task status, access information, receipts, and clearly separated next-step decisions.