Estate Concierge

Time is Precious. Make the Most of Yours.

Services

Document & Digital Organization

Organize your family, your life, your files. One of the best things you can do to help your family in case of an unexpected situation is to be organized. We help people get and stay organized so that no matter where you are in the world, you can access your important documentation and even things treasured like family recipes.

Inventory and audit existing documents
Compile important files, information and documents
Aggregate online account information (anything with a username and password)
Create a central repository using our partners Trustworthy or Everplans or a physical copy to store in a safe
Annual check-in and update

Property & Concierge Services

70% of beneficiaries say that caring for a home is more complicated than they expected. One of the most valuable assets in any estate is a home and its contents. Make sure it stays that way. Homes in estate transitions can be targets for crime, pests and other unwanted guests.

Secure the home with lock changes, lighting timers, temperature and power monitoring
Assessment of real estate condition to identify any issues or problems
Ongoing documented Certified Home Watch inspections
Personal property inventory, evaluations, estate clean out, donations
Coordinate and manage regular maintenance, repairs, packing, moving
Assisting with appraisal or sale of art, collectibles, vehicles, home, etc.
Access to our Preferred Partner list of trusted contractors, estate sale and other related industry providers
Distributing property to beneficiaries (Chain of Custody)

Estate Administration After Loss

There is so much to do after someone passes away. Focus your valuable time on what matters most and leave the estate administration and settlement tasks to us. We are digital experts helping to navigate the complicated management of all things with a username and password. If you have been named Personal Representative, Trustee or Executor or an estate, we can take any or all of the work off your plate.

Creating, managing & executing a plan of all tasks needed to close out an estate
Securing online accounts (social media, subscriptions, payment services, email and digital access)
Collaborating with your attorney, financial advisor, CPA and other advisors
Unclaimed property search
Notifying government, credit reporting and other organizations
Cancelling services no longer needed
Sourcing and hiring vendors
Regular check-ins and progress updates

Personal Representative / Executor Services

Naming your Personal Representative (PR) is one of the most important decisions you’ll ever make. Sometimes a person other than a family member may be the best choice to settle your estate. Maybe you don’t have any surviving relatives, or you’ve been appointed PR but do not want to be. We are able to serve as the legally named Personal Representative (named when creating your will) for an estate.

The personal representative of an estate is responsible for managing the deceased’s assets, paying debts and taxes, and distributing the remaining estate to beneficiaries according to the will or state law. They must also handle legal paperwork, probate proceedings, and ensure all obligations are met before closing the estate.

Personal Representative & Executor Services are our highest service offering. After Loss Services differ because we work for the personal representative and perform many of the same functions except those that require legal authority, like signing insurance claims, contracts, government forms and more.

Lightsome Estate Concierge Collaboration

End-to-End Services with Key Partners

Our mottos is “good people know good people.” There are an array of providers that specialize in managing life and transitions. We have vetted partners you can count on. Lightsome Estate Concierge can arrange for services so you don’t have to do a thing:

Daily Money Manager
Estate Attorney
Patient Advocate
Move Manager
Estate Sale
Real Estate Broker
Funeral & Pre-planning
Death Doula
Officiant / Celebrant / Life Celebrations
All home maintenance & repair categories

Lightsome Estate Concierge does not accept referral fees or kickbacks from our partners. We do business ethically to ensure the relationship and trust with our clients is of the highest value.

Ready to talk? Book a Discovery Call.

SCHEDULE A CALL

How we work together

Free Discovery Call
Intake Meeting
Advisor Meetings & Site Visits
Develop a Plan
Implementation & Check-ins

As a Concierge Service, a variety of support options are available based on your individual situation and needs. After your discovery consultation, we will provide you with a proposal based on the scope of work.

Services are paid upfront as a retainer with additional time billed hourly as needed. We accept checks, ACH, Venmo, PayPal or credit cards.

How we collaborate with your attorney & financial advisor

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 collaborate with your attorney & financial advisor

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

For Partners

We Make a Difficult Time Easier for Your Clients

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.

Learn more about how we partner with advisors.

Fraudsters steal the identities of about 800,000 deceased Americans every year – specific targets because they died.

Source: IRS

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.