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ServicesA 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.