Vacant & Out-of-Town Owners

Property Snapshot

See the Property

$399 One-Time

Best For

Families who need a clear understanding of the property's current condition before deciding what to do next.

What's Included In:

Heir Buddy Property Snapshot Report™ – Basic

Property Summary Page

• Property Overview
• Property Summary
• Visible property concerns
• Recommended next steps

Property Status Reporting

• Comprehensive Property Walkthrough
• Exterior walkthrough
• Exterior & lot observations
• Interior walkthrough (when accessible)
• Interior observations
• Occupancy observations
• Basic property access observations
• Date and timestamped photos
• Short walkthrough video
• Documentation

Outcome

You'll gain visual clarity and a professional overview of the property's condition, allowing you to make informed decisions without traveling.

Report Details

Comprehensive Property Walkthrough

A visual walkthrough of the property's interior (when accessible) and exterior to observe its overall condition and identify any obvious concerns that may need attention.

Exterior & Lot Observations

We document the visible condition of the home's exterior, yard, driveway, fencing, and other outdoor areas to help identify signs of neglect, damage, or maintenance needs.

Interior Observations (when accessible)

When access is available, we visually document the condition of the home's interior, noting any obvious concerns such as visible damage, water intrusion, or safety issues.

Occupancy Observations

We observe visible signs that may indicate whether the property appears occupied or vacant. This is based on observable conditions only and is not a determination of legal occupancy.

Basic Property Access Observations

We observe the visible condition of the property's primary access points, such as doors, windows, and entry areas, noting any obvious signs of damage, unsecured access, or other concerns observed during our visit.

Photo & Video Documentation

We provide date- and time-stamped photos and a short walkthrough video, giving you a clear visual record of the property's condition at the time of our visit.

Purpose

Provides a professional snapshot of the property's current condition so you can determine your next steps with confidence.

Property Secure

Secure the Property

$799 One-Time (Our Most Popular Service)

Best For

Out-of-state heirs and executors who want the property secured, stabilized, and documented while probate or family decisions are underway.

What's Included In:

Heir Buddy Property Status Report™ – Basic, PLUS 

Heir Buddy Property Status Report™ – Comprehensive

• Property Summary Page
• Property Overview
• Property Summary
• Visible property concerns
• Recommended next steps

Property Status Reporting

• Utility Status Observations
• Property Access & Security Review
• Vacancy Risk Assessment
• Safety & Liability Observations
• Overall Property Condition Rating
• Priority Concerns (Red Flag Summary)
• Vendor Recommendations
• Buddy Action Plan™
• Property Access Coordination Summary (if applicable)

Choose ONE included:

• Lockbox installation coordination
• Re-key coordination
• Key pickup/drop-off coordination

One Buddy Check-In Included

One scheduled Property Check-In within 30 days.

Outcome

The property is secured, stabilized, and documented with a clear action plan to help you move forward with confidence.

Report Details

Utility Status Observations

We observe and document the apparent status of major utilities, such as whether electricity, water, or gas appear to be on or off when safely accessible. We do not test utility systems or verify service with utility providers.

Property Access & Security Review

We observe the property's visible access points, including doors, windows, locks, and other security-related features, to identify obvious concerns that may affect the property's security.

Vacancy Risk Assessment

We identify visible conditions commonly associated with vacant properties that could increase the risk of damage, deterioration, or insurance concerns if left unaddressed.

Safety & Liability Observations

We document visible conditions that may present potential safety concerns or liability risks, helping owners prioritize issues that may require further evaluation.

Property Condition Rating

We provide an overall assessment of the property's observed condition using our internal rating system to help prioritize next steps and understand the property's current state.

Priority Concerns (Red Flag Summary)

We highlight the most significant observations that may require prompt attention to help reduce potential risks or prevent additional property damage.

Buddy Action Plan™

A prioritized list of practical recommendations designed to help you determine the next steps for securing, stabilizing, or maintaining the property.

Property Access Coordination

One Property Access Service Included

Choose the option that best fits your needs:

Lockbox Installation Coordination

We coordinate the installation of a secure lockbox, providing authorized access for approved family members, real estate professionals, or service providers while helping reduce the need for multiple key exchanges.

Re-Key Coordination

We arrange for a licensed locksmith to change the property's locks, helping provide added security and peace of mind when ownership or access has changed.

Key Pickup & Delivery Coordination

We coordinate the pickup or delivery of property keys between authorized individuals, helping simplify access when you're unable to be there in person.

Purpose

Provides a comprehensive understanding of the property's current condition, identifies priority concerns, and outlines practical recommendations to help stabilize and protect the property.

Property Care

Your Local Property Partner

$1,299 One-Time

Best For

Out-of-state heirs, executors, and families who want a trusted local partner to coordinate and oversee the property while probate progresses or ownership decisions are being made.

What's Included In:

Heir Buddy Property Status Report™ – Basic, PLUS 

Heir Buddy Property Status Report™ – Comprehensive

Choose Up to 2 Property Access Coordination Services

Everything Above, PLUS

• 30 Days of Local Property Support
• Up to four total scheduled Buddy Check-Ins
• Property Status Update after each visit
• Updated photos and documentation
• Progress tracking throughout the service period

Local Property Coordination

• Vendor scheduling and communication
• Property access coordination
• Issue tracking and follow-up

Priority Client Support

• Priority communication
• Prompt notification of urgent concerns
• Guidance on recommended next steps

Heir Buddy Property Status Report™ – Ongoing Updates

• Updated property observations
• Ongoing photo documentation
• Vendor coordination updates
• Progress summaries
• Updated Buddy Action Plan™
• End-of-service summary

Outcome

You'll have a trusted local partner providing ongoing property coordination, documentation, and communication—helping you protect the home and move forward with confidence without the need for frequent travel.

Report Details

Choose TWO included:

• Lockbox installation coordination
• Re-key coordination
• Key pickup/drop-off coordination

Buddy Check-In

A scheduled follow-up property visit that includes updated observations, photos, and a Property Status Update to help you stay informed while the property remains vacant.

Property Status Update

A concise update is provided after each Buddy Check-In, summarizing any notable changes, observations, or concerns since the previous visit.

Progress Tracking

Throughout your service period, we document completed activities, note any significant changes observed at the property, and keep you informed of outstanding items that may require attention.

Vendor Recommendations

When requested, we provide referrals to trusted local service providers who may assist with maintenance, repairs, lawn care, clean-outs, or other property-related needs.

Vendor Coordination

We coordinate communication, scheduling, and property access with vendors on your behalf, helping simplify the process while keeping you informed.

Property Access Coordination

We coordinate property access services such as lockbox installation, re-key arrangements, or key exchanges with approved vendors or authorized individuals.

Purpose

Provides ongoing documentation and communication throughout your service period, giving you a clear record of the property's condition and the local coordination completed on your behalf.

Buddy Check-In Services

For properties that will remain vacant after your initial service.

Biweekly Buddy Check-Ins

$225/month

Two scheduled property visits each month.

Weekly Buddy Check-Ins

$349/month

Four scheduled property visits each month.

Two-Month Minimum

Each Buddy Check-In Includes

Exterior walkthrough

Interior visual observation (if accessible)

Updated photos

Property Status Update

Utility status observations

Red Flag notification (if needed)

Outcome

Stay informed and reduce the risks associated with vacant properties without making repeated trips.

Insurance Vacancy Documentation Packet

$150

Professional documentation supporting insurance conversations for vacant or inherited properties.

Vendor Sourcing & Bid Collection

$250

We'll coordinate vendor access and collect estimates so you don't have to manage multiple contractors.

Project Completion Confirmation

$175

Photo documentation confirming work appears complete before final payment.

Vendor Meet-On-Site

$125

We'll meet vendors, provide property access, and document their visit.

Emergency Buddy Check

$295

Same-day property visit for urgent situations such as storm damage, break-ins, leaks, or city notices (subject to availability).

Additional Property Snapshot

$199

A new photo and video update within 30 days of your original service.

Travel Fee

$50

Applies to properties outside our standard service area.

Our Buyer Pathways allow you to choose the level of support that's right for you. Whether you need occasional guidance, support for specific phases, or a fully managed experience, we provide help where and when you need it.

Explorer provides flexible tools and resources, Pathfinder offers support for selected phases of your home-buying journey, and Navigator delivers a fully managed, done-for-you experience from start to closing.

We take time to understand your goals, budget, timeline, and priorities so we can recommend the pathway and services that best fit your needs.

Yes. Many clients begin with one pathway and adjust their level of support as their needs evolve throughout the buying process.

You can select support for one or more phases of your buying journey:

Discovery & Planning

Financing & Pre-Approval

Home Search & Tours

Offers & Negotiation

Under Contract & Inspections

Closing & Move-In

Not every buyer needs the same level of service. Our flexible model allows you to receive professional support where you need it while maintaining control of your budget and experience.

While it's not required to begin exploring, obtaining a pre-approval can help you understand your buying power and strengthen your position when you're ready to make an offer.

Absolutely. We guide first-time buyers through every step of the process, helping them understand their options and make informed decisions with confidence.

Our pathway model gives you choices. Instead of a one-size-fits-all approach, you can select the level of support that best fits your goals, timeline, and budget.

Schedule a free, no-obligation Needs Assessment. We'll discuss your goals, answer your questions, and help you choose the pathway that's right for you.