Downsizing & Estate Sale Service Packages

The EstateMAX Process

1. Consultation & Transition Plan

Every project starts with a phone call, and preliminary photos sent to us of your property, if possible. This allows us to understand the scope and scale of your needs.

Following this step, as qualifies, we offer a no-cost strategic, in-home consultation.

We assess:

• • Timeline and deadlines

• • Property size and contents

• • Client goals (move, sale, estate settlement)

Our philosophy:
“Take what you love—leave the rest behind”   

2. Downsizing & Preparation

• We work with you to establish your goals, time line and exit date into your new home.
• We strategize to downsize, and expedite the process, minimizing your time spent, and money potentially wasted on unnecessary steps.
• We schedule and project manage, with you, or for you, depending on your circumstances. 
• We work with multi level care residential housing if you are looking for graduated services as you age and have a list of real estate agents you can interview.

We help you make confident decisions—what to keep,  sell, donate, or discard.

Options include:

• • Full-service, hands-on downsizing hourly rate, and overall project miminum.

• • Guided project support and full project management

• • We organize room-by-room, sorting and packing for moving, staging and sale.

If you want to start the hands-on work yourself but want our expert guidance, you can start with a plan-only approach

DIY Transition Program:
Our $1200 downsizing package that outlines strategy, scheduling and general “how to’s”- (4 hours onsite with a 2 hour follow up visit and weekly phone consultations,) You can hire us to provide more assistance as needed.

3. Estate Sale Execution (On-Site TAG Sale)

When the client is downsized, packed and moved, leaving everything in place, we transform it into a fully merchandised retail environment.

We handle:

• • Complete sorting, ( pre-sale trash clean out if needed), room organizing, and pricing ( based on 27 years in-depth knowledge of furnishings, decor, antiques, household goods.

• • Professional merchandising (tables, displays, staging)

• • Photography and advertising across major platforms

• • Social media, industry sites, and video marketing

• • High-visibility street signage

• • Security, as needed

Result: A clean, shop-ready space that maximizes buyer engagement and sale value

What Do We Sell?

Everything in the Household & Outbuildings is Fair Game! Old and Newer: Furniture, Home Decor, Precious Metals, Coins, Collectibles, Clocks, Glass, China, Crystal, Linens, Clothing, Toys, Books, Craft Supplies, Machinery, Lawn & Garden, Lumber, Power & Hand Tools, Boats, Vehicles, Tractors, etc. etc.

What Don’t We Sell?

There is No One Answer to That Question. Every item is considered  and those that are too badly worn or damaged, dangerous and hard to handle, might go into the dumpster in advance of the sale. Let us handle the sorting and decision making, because it is what we do. 

All accessible items in the home become sale inventory, unless otherwise designated. Let EstateMAX make that call. What doesn’t sell gets donated later. 

We Turn Inventory Into Proceeds $$$

4. Marketing That Drives Traffic

We don’t just list your sale—we promote it.

• • Professional photo campaigns

• • Mid-week pre-sale video walkthroughs (YouTube & social)

• • Established buyer networks and email lists to thousands of pre-qualified shoppers. 

• • EstateMAX Strategic signage to capture local traffic

More exposure = stronger turnout = better results

5. Sale Management

Typical sales run 2–6 days depending on inventory volume.

We:

• • Staff and manage the entire sale

• • Continuously re-merchandise as items sell

• • Coordinate item removal and delivery logistics

• • Supervise all buyer pickups
  • Cash, Credit, Debit accepted
  • Protect your home with floor coverings, signage

Larger estates benefit from longer sale windows to maximize return

6. Post-Sale Clean-Out & Property Reset

After the sale, we handle everything left behind

Services include:

• • Buyer pickup coordination

• • Donation scheduling (no cherry-picking)

• • Full clean-out of remaining contents

• • Trash and recycling removal

The property is left:

• • Broom swept or vacuumed

• • Cleared of all contents (except window coverings, fixtures/appliances)

Optional: Deep cleaning and full property prep.

Ready for listing, closing, or turnover

7. Settlement & Payment

• • Payment typically issued within one week

• • Delivered via secure wire transfer or Cashier’s Check

• • Expenses are pre-approved and clearly outlined

Clients are paid quickly and transparently

Additional Services

 

Move Management & New Home Setup

We coordinate directly with movers and can:

• • Supervise moving day

• • Fully unpack and organize

• • Install furniture and systems

• • Complete punch-list items

Ideal for busy professionals, seniors, and long-distance moves

Home Staging & Sale Preparation

Working with your realtor or staging professional, we can prepare your home for market using:

 

• • Existing furnishings (cost-saving approach), set aside during downsizing process

• • Supplemental staging as needed

• • Cleaning and visual optimization

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Exit Packages (Full-Service Closeout)

Complete final-phase solutions:

• • Packing & removal

• • Donation management

• • Trash hauling

• • Final cleaning (standard or deep “sparkle clean”)

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Pricing

Every project is customized based on:

Whether it is a minimum hour downsizing contract, by the day or an estate sale with clean out.  Upon discussing your goals and circumstances we will give you a good idea of overall costs. We consider this:

• •  Volume and quality of contents=hours required

• • Labor requirements: General clean out requirements to make the space safe and shoppable

• • Property size and location

• • Timeline and complexity

EstateMAX uses a proprietary comprehensive written agreement. Everything is in black and white, and questions resolved before we begin our work

 

Ideal Timeline

Allow EstateMAX to help you establish a time line: It’s what we do. We recommend starting a minimum 3–12 months before your move date, depending on the size and complexity of the project. If you are in a squeeze, call and discuss it. We might be able to help. 

 

We have a solution, and price point, for almost every schedule

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Why EstateMAX

 

• • 25+ years of experience- licensed, vetted & insured

• • Proven systems for high-volume estates

• • All size estates and relocations handled

• • Full-service from start to finish

• • Maximized sale value + minimized stress
  • Professional practices: written contract, recorded sales

Transition is Tough, We Make it Simple!

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Get Started

Begin with a no-cost phone consultation.

Call Laurie Zook at 301-332-5585

We’ll review your situation and schedule an in-home assessment

→ Call or text today to start your transition

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