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Estate Care Management Program

Homeowner’s Association Level Preventative Maintenance for Primary and Secondary Homes

INITIAL ONBOARDING (The "Deep Audit")

Performed once upon contract signing to establish a baseline and create the homeowner dashboard.

  • Homeowner dashboard (HomeZada) to monitor maintenance schedules, five-year cost forecasts, home value, home inventory, and other features.
  • Perform a professional inspection based on the date of the last inspection and the Owner's willingness to pay inspection fees.
  • Asset Tagging: Locate, photograph, and catalog all major mechanical, electrical, and plumbing (MEP) assets (Make, Model, Serial Number, Age). (HomeZada)
  • Emergency Mapping: Label all main utility shut-offs (Water, Gas, Electrical) and distribute a digital map to the owner. Optional depending on the professional inspector services.
  • Warranty Consolidation: Digitize all active warranties into the Client Portal. (HomeZada)
  • Vendor Review: Audit existing service contracts (Pool, Landscaping, Pest) for scope gaps and pricing.
  • Budgeting & Cost Control
    • Annual maintenance budget development
    • Reserve fund planning for major systems
  • Transparent Financial Reporting
    • Detailed monthly invoices with expense categorization
    • Vendor payment processing and documentation
    • Real-time expense tracking through a secure portal
    • Annual financial summary and trend analysis
    • Multi-year cost analysis and planning
    • Tax documentation (1099s, expense reports)

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