Our Process
From first inquiry to complete peace of mind.
A transparent, step-by-step look at how EstateCare works — and what it feels like to have your home truly taken care of.
Most homeowners spend more time maintaining their vehicle than they do protecting their home. Yet for most people, their home is their most significant purchase — built up over years, filled with what matters most. EstateCare exists to change that. We bring the same discipline, regularity, and expertise of a premium service program to the place that deserves it most.
Step 01
It starts with a conversation.
Reach out through our website, by phone, or by email. There is no obligation and no sales pressure — just an honest conversation about your home, your lifestyle, and what you are looking for in an estate care partner. We listen first.
- Book a free consultation online or by phone
- Tell us about your property and your concerns
- We'll answer any questions you have about the service
- No commitment required at this stage
Step 02
We learn your home inside and out.
A dedicated EstateCare specialist visits your property and conducts a comprehensive Home Health Assessment. We examine every system, surface, and seasonal vulnerability — from the mechanical room to the roof, from the irrigation to the garage floor. Think of it like a full physical for your home.
- Full interior and exterior walkthrough
- Mechanical, structural, and safety system review
- Seasonal risk assessment (winter prep, spring startup, etc.)
- Existing vendor and contractor review
- Detailed property profile built and documented
Step 03
A plan built for your estate. Priced to match.
EstateCare is a subscription-based service — and your subscription is built entirely around your home. Based on the Home Health Assessment, we develop a fully tailored membership plan that covers every service your property needs, on the schedule it needs it. You receive a clear, fixed proposal. No surprise invoices. No guesswork. Just one membership that handles everything.
- Subscription pricing custom-built for your property
- Custom annual maintenance calendar included
- Itemized scope of services specific to your home
- Fixed monthly or annual membership fee — no hidden costs
- Flexible plan tiers to match your level of care
- Review and refine together before anything is signed
Step 04
You're in. And it couldn't be easier.
Once you decide EstateCare is the right fit, our onboarding process is intentionally effortless. We handle the setup — vendor introductions, key handoffs, access coordination, and emergency contacts. Within days, your estate is fully under care and your concierge is already working.
- Dedicated concierge assigned to your property
- Vendor and trades team introduced and briefed
- Keys, access codes, and gate procedures documented securely
- Emergency contacts and response protocols established
- First seasonal visit scheduled immediately
Step 05
Everything about your home, in one place.
As an EstateCare member you get access to a private, secure portal — your home's command centre. Every visit, every completed task, every report, and every recommendation lives here. You stay informed without being burdened. Whether you're home or halfway around the world, your estate is visible and protected.
- Secure personal login — your home's private dashboard
- Automatic reports generated after every visit or completed service
- Photo documentation of all work performed
- Upcoming visit schedule and service calendar
- Direct messaging with your dedicated concierge
- Full maintenance history and property records
Step 06
Your home, consistently protected. Year after year.
Just as you wouldn't skip regular maintenance on a high-performance vehicle, your home — likely your most significant purchase — deserves that same discipline and standard of care. EstateCare makes that happen quietly, reliably, and completely on your behalf. You simply live your life, and we protect what you've built.
- Proactive seasonal maintenance — nothing falls through the cracks
- Annual plan review and updates as your home evolves
- 24/7 emergency response when the unexpected happens
- Coordination during travel or extended absence
- A trusted partner who knows your home better than anyone
Ready to begin?
The process starts with one conversation.
Book a free, no-obligation consultation. We'll learn about your home, walk you through how we work, and let you decide if EstateCare is the right fit — no pressure, no commitment.
Clear steps from inquiry to full care
Emergency response once you're a member
Custom plan — built around your home
Things you need to chase or follow up on