Estate Concierge & Representation
The Estate Settled. The Executor Protected.
NewVita provides a trusted local presence for your Edmonton estate. We coordinate local logistics, secure the property, and manage every detail with discretion, ensuring your fiduciary responsibilities are met without the burden of travel.
Who We Serve
A dedicated representative. Everything handled locally.
Effective estate management requires a consistent, professional presence to mitigate risk and maintain property integrity. We address the logistical challenges of distance and complexity, ensuring every fiduciary requirement is handled with the precision and discretion that your estate commands.
- ✓Executors named in a will managing an Edmonton property from out of province
- ✓Families navigating probate with a vacant or transitioning estate property
- ✓Estate lawyers and trustees who need independent, documented property oversight
- ✓Beneficiaries managing an inherited property they haven't yet visited
Estate Concierge
Representative — On Site
Property Security & Condition Check
Insurance compliance visit — monthly
- Entry locks and security verified
- Exterior condition photographed
- Interior temperature confirmed — no freeze risk
- Visible water and leak check — no concerns
- Mail removed — property appears occupied
- Compliance report delivered within 48 hours
How We Serve
Every estate is different. We adapt.
There's no standard scope. We start from your situation.
Named executor. Haven't visited the property yet.
The first visit documents everything — condition, contents, access points, and security. That written record is the foundation for every insurance, legal, and practical decision the estate requires.
- 01Full walkthrough and photo inventory on the first visit
- 02Written condition baseline covering structure, systems, and contents
- 03Security check and key audit before anything is moved or removed
- 04Sensitive document handling on request
- 05Monitoring plan set and insurance compliance confirmed from day one
Contractors, family, and advisors all need access.
Estate properties get busy fast — contractors, lawyers, family, and adjusters all need access. We handle every visit, attend in person, and deliver a written record to you after each one.
- 01Contractor attendance with before-and-after photos on file
- 02Family access scheduled to your instruction, accompanied throughout
- 03Adjuster, appraiser, and legal advisor visits attended as your representative
- 04Written record after every visit — who was there, when, and what happened
- 05Single point of contact for all estate access
The property needs to list. You're not in Edmonton.
The property is prepared before it lists and confirmed ready on the day of listing photos. We attend every showing, check condition after, and deliver a written report to you within 24 hours.
- 01Pre-listing condition walkthrough and written punch-list
- 02Contractor coordination for repairs, touch-ups, and staging
- 03Property confirmed ready before listing photos — on the day
- 04Showing access managed and property secured after every showing
- 05Realtor liaison for the full listing period
Probate is active. Your insurer needs documentation.
Vacant property coverage requires documented visits on your policy's schedule. We attend on time, confirm the required conditions, and deliver a report in the format your insurer accepts.
- 01Visits on your policy's required schedule — weekly, biweekly, or custom
- 02Furnace, temperature, and water documented on every visit
- 03Timestamped photo report delivered within 48 hours
- 04Full visit log for the duration of probate
- 05Same-day response if a condition issue arises between visits
Full Coverage
Everything your estate needs. One point of contact.
We serve as your local proxy to manage the estate's physical and logistical needs. We provide comprehensive property stewardship and vendor oversight, facilitating the on-site requirements of your legal and financial teams. Designed to absorb your logistical burden, ensuring every practical detail is resolved with professional precision.
Our oversight extends to the unique variables of each estate. Whether managing niche assets or coordinating specialized logistics, we provide the specific local presence required to resolve any on-site challenge without your attendance.
The Process
One call. The rest is handled.
Tell us about the estate
Share the property address, legal status, and what documentation or coordination is needed.
We establish access and the baseline
Before coordination begins, we complete a baseline inspection — confirming access credentials, documenting the estate's starting condition, and creating the foundation record that protects the executor.
We attend, document, and verify
We show up on your schedule, document what we find, and confirm every coordination in writing.
You receive a complete report
Timestamped photos, checklist PDF, and a written summary — delivered within 48 hours.
The record travels with the estate
The full visit history stays on file — available for legal review, insurance, or family reference whenever you need it.
Your Level of Involvement
You set the standard, we handle everything else.
Every client has a different threshold for involvement. Before our first visit, we establish how you want issues handled — so when something comes up, we already know exactly what to do. No decisions made without your consent. No interruptions you didn't ask for.
We document what we find and contact you with a clear summary. You review the situation and direct next steps. Nothing is acted on without your instruction.
We source, schedule, and see all issues through on your behalf. Your involvement is completely optional. We provide updates with every step, and a final report is delivered upon completion.
You set the threshold — by cost, scope, or severity. Below it, we act. Above it, we contact you first. Routine issues stay off your plate. Significant ones come to you before anything moves.
Your preferred protocol is confirmed at onboarding and can be adjusted at any time.
Accountability
Every interaction documented.
Every visit on record.
Every time we attend, coordinate, or act on your behalf — it is documented. Timestamped photos. Written findings. Contractor notes. Your visit history is an independent, dated record of what happened at the property and what we did about it.
- Timestamped photo reports after every visit
- Contractor interactions recorded and attached
- Complete visit history available on request
NewVita Property Group
Estate Visit Report
Visit Date & Time
April 14, 2025 — 10:22 AM
Photos Attached
7 timestamped photos
Checklist
12/12 items verified
Security Status
All entry points secure
Report Delivered
18 hours after visit
Common Questions
What executors ask. Answered directly.
This is general information, not legal or insurance advice — confirm specifics with your lawyer, insurance broker, or insurer.
Executor Liability & Personal Protection
Related Services
Commonly paired with estate concierge
Vacant Property Monitoring
Ongoing condition oversight while the estate property awaits sale or distribution.
Learn moreInsurance Compliance Monitoring
Compliance documentation for estate properties — structured around your insurer's required visit schedule.
Learn moreOwner Representation & Concierge
Independent advocacy and on-site verification — working exclusively for the owner's interests.
Learn moreGet Started
The estate is documented. The executor is protected.
Start with one message. Tell us about the property and we'll be specific about what we can handle.