When your client's next step involves a house full of decisions.
The closing slips. The estate stalls. The family freezes. You need someone who will pick up, scope it in writing, and report back — without becoming another thing you have to manage.
We accept only a few new professional partners each year — a deliberately small, high-end practice, not a volume business. When we say yes to a referral, we say it completely.
The professionals who serve the same families.
We are not a referral mill. We are the operational partner the professionals below hand their hardest matters to — and we hold each one to the same documented, credentialed standard.
Estate & Elder Law Attorneys
When probate opens and the house must be cleared, inventoried, and readied — we hold the documented chain-of-custody your file demands.
Professional Fiduciaries & Trustees
A neutral, insured hand to execute the disposition plan — written scope, receipts, and reporting you can place in front of beneficiaries.
Financial Advisors & Trust Officers
Your client has the plan. We are the get-it-done layer that turns that plan into a cleared, settled, and sold property.
Aging Life Care Managers
From rightsizing to the move and settling in — we coordinate the physical transition so your care plan lands in a HAPPY. HEALTHY. SAFE. home.
SRES-Designated Realtors
Stale listings that need a clear-out before they can shine. We prep, stage-ready, and hand back a market-ready property on your timeline.
Discharge Planners & Home Health
A safe landing spot matters. We clear the hazards, set up the home for recovery, and ease the move so your discharge plan holds.
These name a few — not all. We partner with professionals across the entire transition landscape. If your work serves a family in motion, we should talk.
What partnership looks like.
The most experienced coordination team in the region — 18+ years, 3,000+ homes, every credential this profession offers.
A response within one business day on every referral, including the ones that turn out not to be projects.
One named coordinator per matter. You are not re-explaining the situation to a rotating cast.
Written scope before any work begins, and a documented Disposition Pathway you can put in front of an executor or a court.
Reporting back to you at each phase, on the cadence you want it.
Credentials: CPO, cSMM, ECHM, cPALS, ICD, NAPO Golden Circle member. Fully insured and bonded — stated plainly, no hedging.
And an early, direct answer when a matter is outside what we do — before it costs your client a month.
Three ways to refer, all one step.
Send the referral form.
Sixty seconds. We take it from there and keep you posted.
Hand your client this page.
Or the one-page overview — download it, print it, keep a stack. Download the overview →
Need co-branded brochures & intake forms?
The Partner Download Kit → has TLC co-branded collateral, confidential intake forms, and referral one-pagers — all in one place.
Referral form
Sixty seconds. We take it from there.
All fields are required.