Navigating Loss or Illness
Seriatim offers the structure, compassion, and hands-on help needed to navigate this chapter with greater ease, so you and your family can focus on what matters.
Care for Your Family When You Need it Most
During times of grief or serious illness, managing an estate or preparing a home can feel impossible. You may be sorting through a loved one’s belongings, supporting an ill family member, preparing for a move to assisted living, or coordinating care across generations.
These moments require gentleness, clear guidance, and trusted partners who understand the emotional and practical complexities involved.
Helping You Move Forward When Everything Feels Hard
Loss, illness, and major health transitions can bring immense emotional weight and countless logistical decisions.
Seriatim is here to lighten that burden. With sensitivity and expertise, we help families move through these moments with clarity, dignity, and support at every step.
Comprehensive Assessment
We begin with a thorough evaluation of the estate or home to understand the full scope of the project, identifying valuable items, heirlooms, and belongings for donation or sale.
Inventory Creation
We create a detailed digital record of the estate’s assets, complete with photographs, measurements, and values for accurate documentation and long-term clarity.
Organizing & Sorting
We carefully sort belongings, categorize items for distribution, and create order where it’s needed most, helping families make decisions with clarity and calm.
Donation & Sale Coordination
We manage all donation and sale logistics, working with reputable organizations, consignors, and auction houses to ensure items are honored, repurposed, or sold for maximum value.
Valuation & Appraisals
Seriatim partners with trusted appraisers to determine the value of key belongings, providing the accurate and defensible assessments required for legal, financial, or insurance needs.
Legal & Financial Support
Our team collaborates with attorneys, financial advisors, and family members to ensure asset distribution aligns with the estate plan and all documentation is handled smoothly.
On-Site Inventory Solutions: A Defensible Record of Everything You Own
Seriatim creates a comprehensive digital inventory, documented on-site and designed to protect what you own, now and in the future. This secure, shareable record brings clarity to your tangible assets, giving you and your trusted advisors a single, reliable source of truth. Used by CPAs, financial planners, insurance brokers, and family or estate attorneys, the inventory serves as a shared working document, ensuring nothing is overlooked or left to interpretation.
Download a Sample Inventory
Enter your email address to download a sample of our digital inventory to see how a clear, well-documented record supports better planning and smoother transitions:
Why Choose Seriatim
For acute situations, complex transitions, or times when you need complete support, Seriatim’s white-glove services handle everything. From estate clearing, senior downsizing, relocation management, and complex organizational projects, our team manages every detail with expertise, compassion, and discretion, lifting the entire burden from your shoulders
Sensitive Handling
Our team approaches every estate with deep respect and care, ensuring a professional and compassionate process during a tender time for your family.
Complete Vendor Management
We coordinate movers, cleaning crews, auction partners, and other third-party vendors, overseeing every detail so the process remains seamless, respectful, and stress-free.
25+ Years of Experience
For more than 25 years, we’ve helped families navigate the complexities of loss and illness with sensitivity and skill. Our experienced team offers thoughtful guidance and the comforting assurance that nothing is left unmanaged.
FOR PROFESSIONAL ADVISORS
The Missing Piece
in Client Planning
Managing a legacy requires seamless collaboration. We replace siloed information and outdated binders with one secure, shared space. Here, the wealth manager, estate attorney, insurer, and family can see the same plan and access the same streamlined documents, ensuring everyone is working in harmony.
Learn more about our community of trusted advisors, and if you have a client whose needs reach beyond the scope of your services, don't hesitate to reach out. We are here to help ease transitions.
Where Do I Even Begin?
Feeling the weight of a life transition? Not sure where to start? Discover how prepared you are for life’s transitions and get an instant report based on Sonya Weisshappel’s expertise with our free questionnaire (it only takes 2 minutes!)