Collaborate with Seriatim to Protect Your Clients With Full‑Service Inventory & Transition Solutions

Professional OrganizING, PROJECT PLANNING & inventory management

Harmony for Your

Transition

Family

Next Steps

Welcome, Trusted Advisors!

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.

Get Support For Your Clients

How Seriatim Can Help

PROJECT PLANNING

ADMINISTRATIVE SUPPORT

PRE-LISTING PREPARATION

VENDOR COORDINATION

PROJECT PLANNING

A professional moving supervisor wearing an apron reviews a checklist on a blue clipboard, standing beside stacked cardboard boxes in a well-lit room.

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.

ADMINISTRATIVE SUPPORT

Two people sit together; one holds a laptop while the other points at the screen with a pen and holds a notebook, collaborating on making a life transition smooth and easy.

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.

PRE-LISTING PREPARATION

A family of three sits on the floor of a bright room surrounded by cardboard moving boxes, smiling and looking upwards.

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.

VENDOR COORDINATION

Three people sit at a table having a discussion. A laptop and papers are on the table, and two people listen while the third, a Wealth Management Consultant, speaks to them about their estate planning

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.

INVENTORY MANAGEMENT

DOWNSIZING

DISTRIBUTION

INVENTORY MANAGEMENT

A man on all fours with a child on his back in a living room, surrounded by colorful building blocks and a toy garbage truck.

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.

DOWNSIZING

An adult pushes a smiling child sitting in a cardboard box, with the child raising their arms, in a bright room with a potted plant.

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.

DISTRIBUTION

A family of four carries boxes and a basket into a house filled with moving boxes, with large windows and an open door in the background.

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.

Signs a Client May Benefit from Seriatim’s Services

A circular diagram with seven segments showing icons for home, legal proceedings, transition, chekclist, questions, moving truck, and home for sale, centered around the text “How do I get started?”.

Property Appeal

The client’s property is cluttered or disorganized, potentially affecting its market appeal.

Property Preparation

They are planning to list their property for sale and need assistance with pre-listing preparation, including decluttering and staging.

Need for Expert Guidance

The client is downsizing to a smaller home or transitioning to a new living arrangement.

Overwhelmed by Relocation

The client expresses a desire for assistance with inventory management and cataloging their belongings for legal and administrative purposes.

Legal Matters

They express feelings of overwhelm or uncertainty about the logistics of downsizing and relocating.

Life Transitions

The client is involved in legal matters related to real estate transactions and requires assistance with organizing and managing their belongings.

Organization & Inventory Management

They are seeking professional support to streamline the property transaction process and ensure a smooth transition.

Overwhelmed by Relocation

The client expresses a desire for assistance with inventory management and cataloging their belongings for legal and administrative purposes.

Why COLLABORATE WITH SEriatim

Enhanced Client Experience

Streamlined Transactions

Client Advocacy

Enhanced Client Experience

Woman standing in a living room with arms outstretched, eyes closed, and smiling, with a couch and shelves in the background.

By referring clients to Seriatim, wealth managers can enhance the overall client experience and provide added value throughout the financial planning and transition process.

Streamlined Transactions

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.

Client Advocacy

A woman and a man in a wheelchair, holding drinks and smiling at each other, sit among moving boxes in a bright room with a small dog on the man’s lap.

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.

Notable Collaborations

AIG Alighieri Care Management Atlantic Street Capital Auerbach Grayson Blackstone Inc. Investment Management BNY Mellon Wealth Management BSR Investments CBIZ Marks Paneth/Mayer Hoffman McCann CPAs Century Management Citizens Bank City National Bank Crestview Partners Fiduciary Trust International First Republic PW Fortis Lux Financial Francis Financial, Inc. Glenmede Wealth Management Hadlock CPA INSIGNIA CAPITAL GROUP Levitt-Fuirst Linear Impact Partners M&T Bank Morgan Stanley PW Navis Wealth Management Personal Financial Care, LLC Private Wealth Systems RDM Restoration and Move Management Regen, Benz & MacKenzie, CPA’s P.C. Total Insurance Brokerage UBS USI Wealthspire Advisors Webster Bank Wells Fargo Advisors Wilmington Trust York Bridge Wealth Partners AIG Alighieri Care Management Atlantic Street Capital Auerbach Grayson Blackstone Inc. Investment Management BNY Mellon Wealth Management BSR Investments CBIZ Marks Paneth/Mayer Hoffman McCann CPAs Century Management Citizens Bank City National Bank Crestview Partners Fiduciary Trust International First Republic PW Fortis Lux Financial Francis Financial, Inc. Glenmede Wealth Management Hadlock CPA INSIGNIA CAPITAL GROUP Levitt-Fuirst Linear Impact Partners M&T Bank Morgan Stanley PW Navis Wealth Management Personal Financial Care, LLC Private Wealth Systems RDM Restoration and Move Management Regen, Benz & MacKenzie, CPA’s P.C. Total Insurance Brokerage UBS USI Wealthspire Advisors Webster Bank Wells Fargo Advisors Wilmington Trust York Bridge Wealth Partners

explore COLLABORATION opportunities

Contact Us

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!