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See theFamily Portal(763) 313-1214 Begin the Conversation
Begin the Conversation (763) 313-1214

A Dignified Path Through Every Phase of the Transition

Five named phases.One trusted guide.A plan built around your family’s situation.

Hands wrapping a keepsake for a move

The Right Level of Care for Your Family’s Situation

Every family gets a written quote before anything begins.Here is where each way to work with us starts.

The Full Hand-Off

Signature and Complete Stewardship

From $12,500

Jeremy Leads Every Step

  • Discovery conversation and written Transition Plan
  • Hands-on sorting and care of every belonging
  • Move partner selection and coordination
  • Jeremy on site on moving day
  • New-home setup, so it feels like theirs
  • Steady family updates throughout
  • The full Family Portal, including FairShare

Team-Led

Coordinated Transition

From $6,500

One Flat Fee

  • Discovery conversation with Jeremy
  • Hands-on sorting with a Lineage transition lead
  • Keep, pass on, donate, or release decisions
  • Move partner coordination
  • New-home setup
  • Private Family Portal access

Plan Ahead

Advance Planning

From $3,000 a Year

Yearly Plan

  • A private planning session
  • Belongings inventory and wishes on record
  • FairShare set up in advance
  • A confidentiality agreement, if you want one
  • Your rate locked for when you need us

We accept five Signature families each year. Every engagement is scoped to your family, with no obligation and no pressure.

A parent seated by a sunlit window with framed family photographs

Complete Stewardship

For larger homes and estates that need every belonging placed with care. Jeremy leads it himself, and it is scoped privately.

  • Estate sale coordination
  • Charitable giving logistics and records
  • Family keepsake inventory and archive
  • Final home closeout and estate report
  • The full portal, with FairShare for family decisions

Five Steps to a Settled Home.

The Discovery

Every engagement begins with a conversation, not a clipboard. We meet with you and your loved one to understand the home, the belongings that matter most, the timeline, and the hopes for the next chapter. Nothing is assumed. Everything is heard.

The Plan

We write a Transition Plan that maps every phase, every decision, and every professional involved. It is a clear, readable document that answers what happens when, who handles it, and what is needed from you.

The Sort

Sorting a lifetime of belongings is the most tender part of any move. We lead it with patience and structure, helping the family decide what moves, what goes to family, what is donated, and what is released. Every item’s history is honored.

The Move

We coordinate moving day and the days around it, choosing vetted movers and making sure fragile and meaningful items are handled well. You are not managing vendors on a hard day. We are.

The Settle

A new key and an empty room is not a home. We arrange furniture, place meaningful items, hang the artwork, and stock the essentials, so your loved one walks in and it already feels theirs.

Everything Your Family Needs. One Secure Place.

Belongings Inventory

Photograph any item and receive a recommendation and an estimated value. Your concierge reviews every call before it becomes part of the record.

Estate Valuation Concierge

Request a professional look at any item. We review the estimate, add our notes, and return a documented range and recommendation.

FairShare Family Decisions

Each family member votes privately on what matters most to them. The family sees only the total, and the outcome reflects how much each person cared.

Legacy Vault

Record video messages and keep a will, funeral wishes, and key contacts in one protected place, with release conditions you choose.

Time Capsule Delivery

Write a letter or record a message and schedule it for a future day, such as a graduation, a wedding, or a birthday.

Faith and Legal Resources

Selected grief and faith resources, plus timely alerts on estate law, Medicare, and elder care.

See the Family Portal

Caring for What a Lifetime Has Gathered

Begin the Conversation