Estate Management


Coping with the loss of a loved one is never easy, and managing the complexities of an estate only adds to the challenges. At Dovetail Companies, we understand the weight of this responsibility and are here to guide you through the estate process with compassion.
  • Bereavement support
  • Logistics and legal coordination
  • Cataloging assets for fair distribution
  • Donation oversight/disposal
  • Selling the long-tim home

What's rightsizing?

Rightsizing is the process of sorting and organizing your belongings to reach the optimal number that can be appropriately stored and easily retrieved in a home, while supporting your current lifestyle.

At Dovetail, we seamlessly blend expertise and compassion to guide you through the intricate process of rightsizing and moving. Accredited by the National Association of Senior & Specialty Move Managers (NASMM), our Move Management team is dedicated to assisting older adults and their families with the emotional and physical aspects of relocation. Experience a transition to your new home without the burden of logistics, thanks to our professionals who will meet with you for a complimentary, in-depth consultation tailored to your unique situation and needs.

1. Bereavement Support

DExperience the comfort of a dedicated support system during the various stages of grief. Our Bereavement Support services are designed to give you the time and emotional space needed to cope with the loss, ensuring you have the right support networks in place.

Connecting your grief journey with support networks:

  • Community Support
  • Grief Support Groups
  • Therapist
  • Family Mediation
  • Long-Term Hospice Support
  • Faith-Based Groups
  • Life Coaches
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2. Professional Coordination

Losing a loved one is painful and there are many stages of grief to experience during and after their passing. At Dovetail Companies, we recognize that bereavement support is crucial during these difficult times. We offer you the emotional space to experience your own grief journey, ensuring the right support systems are in place while helping you maintain activities that bring joy and peace. In the face of what seems intolerable or inconceivable, we believe in adapting to life in new ways. Our team of Certified Senior Advisors®️ and Senior Move Managers is dedicated to guiding you through an aligned estate management process, providing compassionate support every step of the way.

Bringing all supporting parties together:

  • Estate Planning Attorney
  • Financial Planner
  • Tax Professional
  • Family/Heirs
  • Senior & Specialty Move Manager
  • Fine Art Appraiser, Estate Sale Specialist
  • Charity Recipients
  • Donation Coordination/Disposal
  • Real Estate Agent
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3. Estate Coordination & Distribution

Whether you're a professional or family member supporting the cataloguing process and distribution of estate belongings requires expertise and sensitivity. Our expert team of Senior Move Managers act as liaison between the Legal Representative and the heirs, ensuring the wishes of the estate are met along the way. 

Coordinating the logistics:

  • Catalog all assets according to the estate
  • Fair distribution among heirs, charities, or liquidation
  • Management oversight of shipments/asset delivery
  • Estate sale coordination
  • Donation coordination
  • Final fisposal
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4. Selling the Long-Time Home

Selling a long-time home after the loss of a loved one is a significant emotional task. Our Senior Real Estate Specialists®️ are here to understand the delicate needs of your situation and will handle the details of the your sale with compassion and empathy.

Experience unparalleled customer service:

  • Personalized consultation
  • Home valuation and inspections
  • Property staging and photography
  • Open house marketing and logistics
  • Move management and more 
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Interested in our other services?

Click below to learn how we can help you:

Confidently plan for a future of autonomy and well-being
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Redefine what home looks like for you and your belongings
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Unlock maximum returns with expert guidance and personalized care
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