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295 Seven Farms Dr. Ste C-116 • Daniel Island, SC 29492
SC PMIC #145042
SC PMIC #145042
Estate Care Onboarding Questionnaire
Please complete and return within 48 hours of receiving your Welcome Package. We'll review your responses before the property walk-through.
1
Owner & Contact Information
2
Access & Security
3
Property Overview
4
Mechanical Systems
5
Utilities & Active Services
6
Insurance & Key Documents
7
Maintenance History & Known Conditions
8
Service Preferences & Owner Standards
Life/safety emergencies always acted on immediately with simultaneous notification.
9
Preferred Vendors by Trade
10
Seasonal & Special Considerations
11
Financial & Legal
12
Additional Notes & Special Instructions
Next step: We will review your responses before the property walk-through. Questions? Call or email Homestead Charleston at [email protected].
✓ Questionnaire submitted. Your Property Manager will review before your walk-through. Questions? Contact [email protected].