Real estate professionals
Coordinate the contents plan with listing preparation, access and a target closing date. Share the property city and any fixed milestones.
FOR PROFESSIONALS
A thoughtful next step
for your client.
Help your client take the next step with an authorized local estate professional. Share the property location, broad needs and the best way to arrange an introduction.
Estate representatives
Start a conversation about sale options, family priorities, authorized decision-makers and the information needed for the agreed reporting.
Senior transition professionals
Help a family plan around a move, decide what stays with them and discuss practical options for the remaining belongings.
A CLEAR HANDOFF
Start with context.
Keep the client in control.
A useful introduction does not need sensitive records.
- Share your name, organization and role.
- Provide the Virginia property’s city or town, broad scope and important dates.
- Explain who is authorized to make decisions and how an introduction should happen.
- Only share a client’s contact details with permission, including permission for an appropriate independent local partner to follow up.
Align the plan before work begins.
We review the property location and needs to help identify a local partner. The independent business then discusses the scope, responsibilities, access and how updates will be shared with the client and authorized professionals.
Legal, tax and fiduciary decisions remain with the client and their qualified advisers. Our discussion concerns the belongings, service scope and practical sale arrangements.
YOUR NEXT STEP
Have a client who needs a plan?
Tell us about the situation and the best way to arrange an introduction.