Estate Management


Estate Management Services

Lifestyles Management Group

Lifestyles Management Group offers comprehensive Estate Management Services designed to provide peace of mind for owners who require trusted, ongoing oversight of their property. Whether an owner is seasonal, traveling, or managing assets on behalf of a family or estate, our services ensure that the home and surrounding responsibilities are handled with care, discretion, and attention to detail.

Our estate management services are tailored to each client’s needs and may be provided independently or in coordination with association management.


Property Oversight & Care

  • Routine property inspections to monitor overall condition
  • Coordination of preventative maintenance and repairs
  • Oversight of vendors and service providers
  • Monitoring for water intrusion, storm impacts, or other issues
  • Coordination of emergency response when necessary

Vendor & Service Coordination

  • Scheduling and supervision of housekeeping, maintenance, and specialty vendors
  • Verification of licensing and insurance when applicable
  • Review of invoices and confirmation of completed work
  • Acting as a trusted on-site point of contact

Financial & Administrative Support

  • Assistance with bill review and payment coordination
  • Tracking of recurring expenses and service contracts
  • Coordination with bookkeepers, attorneys, or financial advisors as requested
  • Organization of property-related records and documentation

Owner & Family Liaison

  • Serving as a primary contact for owners, family members, or designated representatives
  • Providing regular status updates and inspection reports
  • Coordinating access for guests, contractors, or authorized parties
  • Supporting transitions related to seasonal occupancy, long-term absence, or estate administration

Storm & Seasonal Preparedness

  • Pre-storm preparation coordination
  • Post-storm inspections and damage reporting
  • Seasonal opening and closing services
  • Coordination of insurance or repair documentation when required

A Personalized Approach

Estate management services are customized based on the level of involvement desired by the owner or estate. Whether the need is periodic oversight or full-service coordination, Lifestyles Management Group provides reliable, professional support with a focus on protecting the property and simplifying ownership responsibilities.