Our services
Every piece of the transition, coordinated under one roof.
You may need one service, several of them, or you may not be sure yet. That's exactly what we're here for. Explore the ways Rooted Estate Co. can help, and let's talk about your situation.
Estate Transition Planning
- What it is
- A guided conversation and plan that brings clarity to a complicated transition: mapping out the belongings, property, people, and decisions involved.
- Who it may help
- Executors, personal representatives, families handling a loved one's estate, and anyone unsure where to begin.
- How we assist
- We listen to your situation, help you understand your options, and create a clear, phased plan with manageable next steps.
Sorting & Organizing
- What it is
- Thoughtful, room-by-room organization of belongings: deciding what to keep, sell, donate, pass along, or let go of.
- Who it may help
- Families overwhelmed by belongings, downsizers, and those clearing a loved one's home.
- How we assist
- We bring calm, methodical systems and steady support so the process feels manageable rather than impossible.
Downsizing Support
- What it is
- Right-sizing a home and a life by helping decide what moves into the next chapter and what does not.
- Who it may help
- Seniors downsizing, adult children helping parents, and anyone relocating to a smaller space.
- How we assist
- We sort, organize, coordinate donations, and help plan the move so the next home starts with only what matters.
Estate Sales
- What it is
- Professional estate sale management including evaluation, pricing, marketing, and respectful sale of belongings.
- Who it may help
- Families liquidating a household's contents, often as part of settling an estate.
- How we assist
- We handle the full sale process while keeping your family's goals and timeline at the center. See our Estate Sales page for details.
Donation & Cleanout Coordination
- What it is
- Coordinating donation pickups, recycling, and cleanout of remaining items after a sale or sort.
- Who it may help
- Families finishing a transition who need a property emptied responsibly.
- How we assist
- We connect items to appropriate charities and services and coordinate cleanout so the property is ready for its next step.
Vendor & Contractor Coordination
- What it is
- Managing the network of professionals a transition often requires, including movers, junk removal, cleaners, repair, and more.
- Who it may help
- Families juggling multiple vendors or unsure who to trust.
- How we assist
- We coordinate trusted vendors on your behalf so you don't have to manage every phone call and appointment.
Home Preparation
- What it is
- Getting a property ready for sale, rent, or handover through light staging, repairs, cleaning, and curb appeal.
- Who it may help
- Families preparing an inherited or estate property for market or turnover.
- How we assist
- We coordinate the prep work that helps a property show well and transition smoothly.
Moving & Transition Coordination
- What it is
- Planning and coordinating the actual move including logistics, scheduling, packing support, and settling in.
- Who it may help
- Seniors moving to senior living, downsizers, and families relocating closer to one another.
- How we assist
- We manage the moving details so the human side of the transition gets the attention it deserves.
Professional Resource Coordination
- What it is
- Trusted referrals and coordination with attorneys, fiduciaries, financial professionals, and senior communities.
- Who it may help
- Professionals who need a reliable resource for their clients, and families who need the right next contact.
- How we assist
- We connect you with vetted professionals and help bridge the handoffs between them.
Real Estate & Property Solutions
- What it is
- When the home is part of the transition, professional real estate representation is available through Rooted Home Group at NAV Real Estate.
- Who it may help
- Families selling an inherited home, downsizing into a new one, or deciding what to do with a property.
- How we assist
- We coordinate the transition while real estate services handle the property side for one coordinated path.
Not sure which of these you need?
You don't have to choose before you call. We'll talk it through and point you toward the right starting place, even if it isn't on this list.
Talk With Us About Your Situation