For Partners

We Make a Difficult Time Easier for Your Clients

Value for your clients. Easy and thorough for you.

Do your clients keep calling you with questions about how to execute their responsibilities during probate and estate settlement? What if someone could help them be organized, informed and on top of tasks required to close out an estate? Wouldn’t that reduce hassles for you and save your clients time and money in the long run?

We are not attorneys, financial advisors or accountants. We don’t give legal or financial advice. That’s your area. Together, we work alongside each other to help clients navigate and move the estate settlement and probate processes in the most efficient and effective way possible.

At Lightsome, our motto is “Good People Know Good People.” We know how important it is to follow through and deliver for a valued client when you are the one sharing our name. We won’t let you down. We do not accept any referral fees or want anything from you other than the opportunity to be part of your trusted network. In turn, we will provide the same professional courtesy by adding you to our end of life provider network.

ESTATE PLANNING & FINANCIAL ADVISORY PROFESSIONALS

AFTER LOSS ADMINISTRATIVE & LOGISTICAL SUPPORT

Families are grieving overwhelmed and often don’t have the time or know-how to do the multitude of tasks required of them. As After Loss Professionals, we work with clients to create and execute an organized project plan and task list to work through the necessary steps to close out an individual’s life.

We bring specific expertise in closing out digital assets like online accounts, photos and videos and social media. The average internet user has more than 200 unique accounts with assets that may be financially or emotionally significant to the estate – often these can be lost or targets for fraud if not handled properly.

REAL ESTATE TRANSITIONS

Unoccupied properties are targets for intruders, squatters and vandals. Unoccupied homes can easily sustain damage from delayed maintenance, undetected pests, storms or simple lack of everyday use.

Many clients are unable to maintain a property until it can be sold, most often because beneficiaries are not local, or family members are unavailable to assist. Our expertise provides a valuable service to your clients and differentiates your firm. We make it easy on families experiencing a difficult time who may not have the bandwidth to care for proactive maintenance and other tasks like lock changes, equipment removal, cleaning and more. We can leverage our network of estate services providers like estate sales, cleanout, donation services and more.

WHY USE OUR SERVICES

We work with clients where your services typically end
Certified, bonded & insured professionals
Focus on risk avoidance with property care & fraud prevention activities
Automated reporting with photos, time & date stamping
Asset value retention
Property inventory services
Storm checks
Fill the gap for families who are overwhelmed

PROUD MEMBER OF PROFESSIONALS OF AFTER LOSS SERVICES

DANE COUNTY’S ONLY CERTIFIED & ACCREDITED HOME WATCH PROFESSIONAL

Lightsome Estate Concierge services focus on:

Document Organization and Implementation Plan

Property Services

Estate Administration Implementation

Ongoing Consulting and Concierge

Good People Know Good People

Learn how we work together and how to make introductions.

Download Partner Overview

How We Surround Clients as Partners

Task	Estate Attorney	Financial Advisor	Lightsome
Start court probate process	⬤
Provide legal advice, draft legal documents	⬤	⬤
Advise surviving family on next step	⬤	⬤	⬤
Calling financial organizations to transfer / close accounts		⬤	⬤
Gather important documents for surviving family			⬤
Send forms & death certificates to other organizations			⬤
Close out and secure decedent’s online accounts, subscriptions			⬤
Caretake & maintain decedent’s residence			⬤
Connecting surviving family with appraisers, realtors, sellers & other estate or death care professionals	⬤	⬤	⬤
Project management & organization			⬤

How We Surround Clients as Partners

Table outlining Lightsome's services alongside those of estate attorneys and financial advisors

BONDED • INSURED • ACCREDITED • CERTIFIED • WOMAN-OWNED

Keep your client’s assets safe with Home Management, Certified Home Watch Services, Property Inventory and Home Sale Preparation Services.

How to Introduce Your Client to Lightsome

1.

Introduce your client to Lightsome with a joint email message
2.

We set up a call to listen to your client, hear their concerns and chart a task plan
3.

We have regularly scheduled check-ins with legal and financial teams for progress updates

1.

Introduce your client to Lightsome with a joint email message
2.

We set up a call to listen to your client, hear their concerns and chart a task plan
3.

We have regularly scheduled check-ins with legal and financial teams for progress updates

RISK MITIGATION STARTS WITH LIGHTSOME ESTATE CONCIERGE

Let’s Partner

Exterior view of a large three-story house

NATIONAL NEWS: Squatters Found in Multi-million Dollar Home Eating a Sandwich, Wearing Owner’s Dress

NBC 2 News

“The job was so thorough and thoughtful, it symbolized your expert service.”

– H.B., West Madison Client

SECURE, CLOUD BASED REPORTING FOR REAL ESTATE

To assist in your reporting on assets in an estate or divorce proceedings, we send a secure, cloud-based report with photos after each visit. This makes any insurance claims or property concerns easily documented and time stamped.

Lightsome uses HomeWatchIT a cloud based reporting software, which allows your trusted Technician to easily report immediate and potential issues. You can download the report at anytime, from anywhere in the world.

FRAUDSTERS STEAL THE IDENTITIES OF AROUND 800,000 DECEASED AMERICANS EVERY YEAR, MANY OF WHOM ARE TARGETED SPECIFICALLY BECAUSE THEY DIED.

Source: IRS

Let us know how we can be part of the team.

Every family and situation has different needs. Let us know a good time to get in touch and if you prefer to text, talk or email. We look forward to serving you.

Get in Touch

Backed by Industry Leaders

Accredited Member of the National Home Watch Association

International Feng Shui Guild Professional Member

Our Family of Brands

Connect with our other Home Concierge Madison, LLC companies.

(608) 867-7870

525 Junction Rd
Madison WI 53717

Hours

Monday-Thursday 9 am – 4 pm
Friday 9 am – Noon.
Office Closed All Federal Holidays & Weekends

Disclaimer: We are not attorneys, financial advisors, or CPAs. We do not provide legal, investment or tax advice. Any information or communication you provide to Home Concierge Madison LLC, is not protected by attorney-client privilege, we do not share your information with unauthorized parties and follow ethical guidelines in accordance with our certifications and professional codes of conduct.

For Partners

We Make a Difficult Time Easier for Your Clients

Value for your clients. Easy and thorough for you.

ESTATE PLANNING & FINANCIAL ADVISORY PROFESSIONALS

AFTER LOSS ADMINISTRATIVE & LOGISTICAL SUPPORT

REAL ESTATE TRANSITIONS

WHY USE OUR SERVICES

PROUD MEMBER OF PROFESSIONALS OF AFTER LOSS SERVICES

DANE COUNTY’S ONLY CERTIFIED & ACCREDITED HOME WATCH PROFESSIONAL

Lightsome Estate Concierge services focus on:

Document Organization and Implementation Plan

Property Services

Estate Administration Implementation

Ongoing Consulting and Concierge

Good People Know Good People

How We Surround Clients as Partners

How We Surround Clients as Partners

How to Introduce Your Client to Lightsome

1.

2.

3.

1.

2.

3.

RISK MITIGATION STARTS WITH LIGHTSOME ESTATE CONCIERGE

NATIONAL NEWS: Squatters Found in Multi-million Dollar Home Eating a Sandwich, Wearing Owner’s Dress

“The job was so thorough and thoughtful, it symbolized your expert service.”

SECURE, CLOUD BASED REPORTING FOR REAL ESTATE

FRAUDSTERS STEAL THE IDENTITIES OF AROUND 800,000 DECEASED AMERICANS EVERY YEAR, MANY OF WHOM ARE TARGETED SPECIFICALLY BECAUSE THEY DIED.

Let us know how we can be part of the team.

Backed by Industry Leaders

Our Family of Brands

Hours