For Professionals

    A trusted partner for your clients' estates and senior moves

    Lawyers, social workers, realtors, discharge planners, and advisors trust us to deliver for their clients.

    Why professionals work with us

    Protect your reputation

    We understand that referring us means you're putting your professional credibility on the line. We treat every referral with the utmost care and professionalism.

    Clear documentation

    Photo inventories, written approvals, receipts, and final reports. Everything your client needs for estate accounting, family transparency, or regulatory requirements.

    Reliable communication

    You'll always know the status of your referral. We provide updates at key milestones and respond promptly to questions from you or your client.

    Safeguards & professionalism

    We build trust through systems and transparency

    Chain-of-custody tracking

    We photograph, tag, and track your valuable items, from start to finish.

    Written approvals

    We don't act without clear written authorization from the client or executor.

    Receipts for donations & sales

    Tax receipts and consignment agreements provided for client records.

    Conflict-of-interest boundaries

    We don't pay referral fees to regulated professionals to maintain independence and trust.

    Privacy & Confidentiality

    Careful handling of documents and personal information with discretion.

    Fully insured

    Comprehensive liability and goods-in-care insurance, plus WCB coverage for all staff.

    Referral Fee Policy

    We do not pay referral fees to regulated professionals (lawyers, notaries, social workers, public trustees, etc.) to avoid conflicts of interest and maintain the integrity of your advice. For non-regulated professionals, we're open to discussing partnership arrangements—please contact us to learn more.

    What happens after you refer?

    1

    You submit a referral via our professional referral form (or email us directly).

    2

    We reach out to your client within 1 business day to introduce ourselves and schedule an initial consultation.

    3

    We provide your client with a project plan and estimate after our site visit.

    4

    With the client's approval, we begin work and keep you updated at key milestones.

    5

    Upon completion, we provide both you and your client with a final project report and documentation.

    Ready to make a referral?

    Submit a referral or book a 15-minute meet-and-greet to learn more about how we can support your clients.