Who we help
If any of these sound like you, you're in the right place.
We focus narrowly on one situation: a Georgia family with a house in a loved one's name and no clear roadmap for what to do next. Underneath that, there are four flavors of family we hear from most.
Adult children who just lost a parent
- The situation
- Your mom or dad owned a home. You and your siblings are the heirs. You're also handling the funeral, the bills, the family group chat, and your own grief.
- What you need
- Someone to tell you what step one actually looks like — and what NOT to do in the next 30 days before you accidentally make things worse.
- How we help
- A 15-minute call to map your specific situation, a one-page written plan, and an introduction to a probate attorney in your parent's county.
Siblings co-inheriting a house
- The situation
- Two, three, or four of you all inherit the house together. Nobody's in charge. Everyone has a different idea of what should happen. Half of you live out of state.
- What you need
- A coordinator who can talk to all of you at once, lay out the legal options (probate, Year's Support, partition), and help you find a path that doesn't require unanimous agreement on every detail.
- How we help
- We can do the consultation as a group call. The written plan goes to all of you at the same time so nobody's relaying through the cousin who's 'handling it.'
Heirs with no will (intestate)
- The situation
- Your loved one died without a will. Now Georgia's intestate succession law decides who inherits and in what order. Spoiler: it's rarely as simple as 'the spouse gets everything' or 'the oldest kid takes over.'
- What you need
- A clear explanation of the Georgia intestate order for your specific family makeup, an explanation of Letters of Administration (the no-will equivalent of executor papers), and an attorney who handles intestate cases regularly.
- How we help
- See our no-will page for the longer breakdown. Then call us — intestate is what we see most often.
Out-of-state family inheriting Georgia property
- The situation
- You live in New York, Houston, Kingston, or LA. The house is in Atlanta. You've never set foot in Fulton County Probate Court and you don't want to start now.
- What you need
- A team in Georgia who can handle the Georgia side — court filings, attorney meetings, property visits, mortgage servicer calls — while you stay where you are.
- How we help
- Most of our work with out-of-state heirs happens by phone and email. We coordinate locally and report up to you. You travel to Atlanta only when the will reading or a hearing requires it — often, that's never.
Who we're not the right fit for.
- Families outside Georgia — the house has to be in Georgia.
- Estates with no real property (no house, no land). We're built around the inherited-home problem; other concierges and attorneys are better for purely financial estates.
- Cases already deep into litigation — if you're a year into a contested will dispute, you need a litigator, not a concierge.
- Investors looking for off-market deal flow. We're built for families, not for sourcing.