The Heritage Package
The Ultimate Legacy Home Management Solution
Overview:
The Heritage Package is our most comprehensive package, focused on long-term preservation and legacy planning. It includes annual engineering inspections, a 25-year capital repair forecast, and an optional reserve fund model. We help you stay ahead of major repairs and protect your home’s value for the future. It’s ideal for those who think decades ahead. This package turns your estate into a fully managed asset with strategic oversight. Every detail is tracked, planned, and prepared—so your home is always ready for the next generation.
Top 3 Benefits:
25-year repair & replacement forecast
Annual engineering & thermal inspections
Reserve fund financial planning
Who It’s For:
Homeowners focused on legacy, long-term asset preservation, or multigenerational estate planning.
Ensure your children will enjoy your home as much as you by allowing us to take care of it for you.