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Services

A comprehensive scope of coordination, managed through a single point of contact.

ETM is the manager and coordinator — not every trade performed personally. Below are the categories ETM coordinates for clients.

Transition Assessment & Planning

Initial walkthrough, scope definition, and a clear plan before work begins.

Property & Vendor Coordination

Sourcing, scheduling, and overseeing every vendor involved in the transition.

Inherited Property Support

Helping heirs assess options and execute next steps after inheriting a home.

Trustee & Executor Property Support

Managing the property-related obligations that fall to a trustee or executor.

Senior Transition Coordination

Coordinating the move from a longtime home into the next chapter.

Relocation & Move Coordination

Move planning, mover coordination, and move-day logistics.

Downsizing Coordination

Sorting strategy, donation coordination, and disposal coordination.

New Residence Setup Coordination

Coordinating movers, cleaning, handyman services, and basic setup at the next home.

Separation & Divorce Property Transitions

Neutral coordination of agreed-upon property tasks alongside attorneys and mediators.

Personal Property & Estate Sale Coordination

Coordinating estate sale professionals and personal property disposition.

Clean-Out, Donation & Disposal Coordination

Overseeing clean-out crews, donation logistics, and disposal.

Moving & Storage Coordination

Sourcing and scheduling movers and storage providers.

Repair & Property Preparation Coordination

Managing contractors and repair work ahead of a property's next chapter.

Property Maintenance & Oversight

Ongoing oversight for vacant or transitioning properties.

Stakeholder Communication & Reporting

Keeping every family member and advisor informed and aligned.

Real Estate Transition Coordination

Coordinating with a client's real estate professional when a sale or lease is part of the plan.

Not sure which of these apply to your situation? A complimentary assessment is the fastest way to find out.