Seriatim is honored to collaborate with esteemed professionals in wealth management, financial planning, investment management, tax planning, and estate planning.
We provide comprehensive support to clients navigating difficult life transitions such as downsizing and preparing a home for sale. As the industry leader in mover management, estate clearing, and the creation of inventories for all tangible household goods, our specialized services complement your expertise, ensuring that clients receive the holistic support they need to achieve in order to take their next important steps forward.
We meticulously plan every aspect of the real estate transaction and transition process, ensuring a smooth and stress-free experience for our clients from start to finish.
Seriatim offers invaluable administrative support, including coordinating logistics, managing paperwork, and overseeing the execution of real estate transactions and transition projects, allowing clients to focus on the legal aspects of their affairs.
Our detailed inventory management services can assist clients in cataloging and organizing their belongings, facilitating the distribution of assets and ensuring compliance with legal and administrative requirements. This service is also ideal for clients who wish to reevaluate their homeowner’s insurance policy.
With over twenty-five years of experience in the industry, Seriatim has established strong relationships with the best third-party vendors necessary to get the job done efficiently and effectively. Our extensive network allows us to remain connected to top-notch service providers for everything from rug cleaning to art storage. These collaborations enable us to seamlessly coordinate all aspects of our clients' transitions, ensuring a smooth and stress-free experience from start to finish.
Our detailed inventory management services can assist clients in cataloging and organizing their belongings, facilitating the distribution of assets and ensuring compliance with legal and administrative requirements. This service is also ideal for clients who wish to reevaluate their homeowner’s insurance policy.
Seriatim provides expert assistance with downsizing and relocating to a new home or living arrangement, ensuring a smooth transition for clients during this significant life event.
Whether it is the transfer of assets or real estate, Seriatim's experts can oversee the execution of real estate and property transactions, coordinate move management logistics, and oversee updated estate inventory maintenance.
We meticulously plan every aspect of the real estate transaction and transition process, ensuring a smooth and stress-free experience for our clients from start to finish.
Seriatim offers invaluable administrative support, including coordinating logistics, managing paperwork, and overseeing the execution of real estate transactions and transition projects, allowing clients to focus on the legal aspects of their affairs.
Seriatim specializes in preparing homes for listing, helping clients declutter, organize, and stage their properties to maximize market appeal and attract potential buyers.
With over twenty-five years of experience in the industry, Seriatim has established strong relationships with the best third-party vendors necessary to get the job done efficiently and effectively. Our extensive network allows us to remain connected to top-notch service providers for everything from rug cleaning to art storage. These trusted partnerships enable us to seamlessly coordinate all aspects of our clients' transitions, ensuring a smooth and stress-free experience from start to finish. way.
Our detailed inventory management services can assist clients in cataloging and organizing their belongings, facilitating the distribution of assets and ensuring compliance with legal and administrative requirements. This service is also ideal for clients who wish to reevaluate their homeowner’s insurance policy.
Seriatim provides expert assistance with downsizing and relocating to a new home or living arrangement, ensuring a smooth transition for clients during this significant life event.
Whether it is the transfer of assets or real estate, Seriatim's experts can oversee the execution of real estate and property transactions, coordinate move management logistics, and oversee updated estate inventory maintenance.
As Observed by Real Estate Agents & Attorneys
The client's property is cluttered or disorganized, potentially affecting its market appeal.
They are planning to list their property for sale and need assistance with pre-listing preparation, including decluttering and staging.
The client is downsizing to a smaller home or transitioning to a new living arrangement.
The client expresses a desire for assistance with inventory management and cataloging their belongings for legal and administrative purposes.
They express feelings of overwhelm or uncertainty about the logistics of downsizing and relocating.
The client is involved in legal matters related to real estate transactions and requires assistance with organizing and managing their belongings.
They are seeking professional support to streamline the property transaction process and ensure a smooth transition.
By referring clients to Seriatim, wealth managers can enhance the overall client experience and provide added value throughout the financial planning and transition process.
Our full-time administrative support ensures reliability and efficiency throughout the process. Whether it's coordinating logistics or overseeing the execution of tasks, our dedicated administrative team is committed to providing prompt and professional assistance, allowing our clients to focus on what matters most during their transitions.
Seriatim advocates for the best interests of our clients, ensuring that their financial needs and preferences are prioritized throughout the real estate transaction and transition process.
By referring clients to Seriatim, wealth managers can enhance the overall client experience and provide added value throughout the financial planning and transition process.
Our full-time administrative support ensures reliability and efficiency throughout the process. Whether it's coordinating logistics or overseeing the execution of tasks, our dedicated administrative team is committed to providing prompt and professional assistance, allowing our clients to focus on what matters most during their transitions.
Seriatim advocates for the best interests of our clients, ensuring that their financial needs and preferences are prioritized throughout the real estate transaction and transition process.
Interested in learning more about how Seriatim can benefit your clients? Contact us today to explore collaboration opportunities and discover the value we can bring to your financial planning efforts.
Get In Touch Today
We look forward to collaborating with you to provide exceptional support to your clients during financial planning and life transitions!
