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When a loved one passes away, grief can be overwhelming—and the long list of responsibilities that follows only adds to the emotional burden. From sorting through belongings to preparing a home for sale, the tasks involved in settling an estate can feel endless. While estate attorneys focus on the legal aspects—like probate, wills, and asset distribution—families are often left to manage the hands-on logistics alone. That’s where concierge estate management can make all the difference.

As a personal concierge based in the Lehigh Valley, I specialize in offering compassionate, practical support to both estate attorneys and the families they serve. My goal is to ease the transition and lighten the load during a difficult time, so clients can focus on grieving, healing, and honoring their loved one’s legacy.

What Is Concierge Estate Management?

Concierge estate management refers to the personalized, non-legal services that help families organize and manage a loved one’s affairs after they’ve passed. This can include everything from document organizing and filing systems to home clean-outs, donation coordination, and family photo archiving. It’s the thoughtful, behind-the-scenes support that ensures nothing gets overlooked.

Estate attorneys are already stretched managing complex legal processes. Referring clients to a trusted concierge partner allows them to offer a white-glove experience—while ensuring their clients feel fully supported.

How I Help Estate Attorneys & Their Clients

Whether I’m working directly with a grieving family or in collaboration with a law firm, my services are designed to be flexible, discreet, and deeply respectful. Here are a few ways I help:

• Document Organizing & Filing Systems
  Sorting through paperwork is often one of the most daunting tasks after a loss. I help clients create organized systems—both physical and digital—for estate documents, medical records, and financial files.

• Photo Archiving & Memorabilia Preservation
  Families often discover boxes of photos and keepsakes. I assist in organizing, scanning, and safely storing these items so memories are preserved for future generations. (Read more about how I helped a client recover old photos.)

• Home Transitions & Clean-outs
  Whether preparing a home for sale, coordinating donations, or organizing an estate sale, I help manage the logistics—respectfully and efficiently.

• Vendor Coordination & Errands
  From scheduling cleaners or movers to researching local service providers, I take care of the small but essential details.

• Ongoing Lifestyle Support
  For many clients, support doesn’t stop after the estate is settled. I continue helping with travel planning, house sitting, appointment scheduling, and more.

Client Spotlight

A client lost her husband unexpectedly two years ago. The shock and grief were profound, and months later, she found herself overwhelmed by even the smallest of tasks. A friend suggested she reach out to me for support.

Together, we started with the essentials: writing letters to close accounts, organizing important paperwork, and scanning photos of her husband to share with her mother-in-law and extended family. From there, our work expanded to researching local service providers—everything from dermatologists and therapists to car paint repair and concrete work. I helped her schedule window washing and appliance installation, and even now, I assist with travel arrangements and keep an eye on her home when she’s away.

This story is just one example of how concierge estate management provides practical help with a deeply personal touch.

Let’s Lighten the Load—Together

If you’re an estate attorney looking to offer your clients an added layer of support—or a family member navigating the loss of a loved one—I’m here to help. My concierge estate management services are confidential, professional, and always tailored to your specific needs.

Let’s talk about how I can assist you or your clients during life’s most difficult transitions.