When Life's Biggest Transitions Feel Overwhelming, We're Here to Help

Whether you’re downsizing decades of memories, settling a loved one’s estate, or helping parents transition to senior living—you don’t have to do it alone. Heritage Estate Settlers brings compassion, expertise, and peace of mind to South Florida families.

If You're Here, You're Probably Feeling Overwhelmed

Maybe Mom needs to move to assisted living but won’t let go of anything. Perhaps Dad passed away and you’re staring at 50 years of memories, not knowing where to start. Or you’re finally ready to downsize but the task feels impossible.

Heritage Homes

Legacy Living

Estate Planning

Property Settlers

Historic Properties

Family Estages

Reviews of some satisfied clients about our services.

Trusted Estate Settlers. Your Path to Success

At Heritage Estate Settlers we offers certified senior move management with expertise in family dynamics, the same caring team from start to finish, professional appraisal services to uncover hidden value in estates, and 24-hour emergency response for urgent situations—making them a comprehensive transition partner, not just movers.

Our Services

We Handle Every Detail So You Can Focus on What Matters Most

Senior Move Management

We ensure your move to assisted living is smooth and personal—carefully packing your belongings and thoughtfully setting up your new space so it immediately feels like home.

Downsizing & Decluttering

We compassionately declutter and organize your spaces—helping you keep what matters, responsibly rehome what doesn’t, and enjoy a refreshed, clutter-free home.

Estate Cleanouts

We respectfully manage the sorting and distribution of belongings after a loss, preserving what matters most so you can focus on healing while we handle the rest with care.

Estate Sales & Liquidation

We help you sell valuable belongings through trusted experts, ensuring items are properly appraised, fairly priced, and documented to maximize financial and tax benefits.

Home Staging & Sale Prep

We ensure your move to assisted living is smooth and personal—carefully packing your belongings and thoughtfully setting up your new space so it immediately feels like home.

Move Coordination

We act as your personal move concierge, managing logistics, packing, and vendors so your move is smooth and stress-free.

Our Streamlined 4-step Transition Process

Consultation & Assessment

We begin with a discovery call to understand your goals, followed by an in-person or virtual property assessment and a written proposal outlining services, costs, and timelines.

Planning & Coordination

We develop a customized action plan, coordinate schedules around your needs, and arrange all necessary vendors such as movers, auction houses, donation centers, stagers, and cleaners.

Sorting & Organizing

We assist with decluttering and organizing items into clear categories, handling sentimental belongings with care while preparing the home and contents for moving, donation, sale, or storage.

Execution & Completion

We oversee the move or cleanout, manage disposal or donations, prepare the property if being sold, and conclude with a final walkthrough to ensure everything meets your satisfaction—followed by optional ongoing support.

Real Families, Real Relief

Every family’s situation is unique, but the relief they feel working with us is universal

"My mother had lived in her Aventura home for 35 years. Every drawer held memories, every room told stories. When dementia meant she needed memory care, I was drowning in guilt and logistics. Heritage Estate Settlers didn't just pack boxes—they honored Mom's life, preserved what mattered, and transformed her new apartment into a familiar sanctuary. When Mom saw her photos on the wall and her favorite quilt on the bed, she smiled for the first time in weeks. That moment was priceless."

Sara Mitchell

Downsizing for Assisted Living

"At 78, I knew I needed to downsize but couldn't face it alone. My kids live out of state, and I didn't want to burden them. The Heritage team treated me like family—patient when I cried over old letters, excited when we found my wedding dress, practical about what would fit in my new condo. They turned an overwhelming mountain into manageable molehills. My new Boca Raton condo feels perfect, and my kids are amazed I actually did it!"

Maria Lombardi

Decluttering & Home Sale Prep

"After Dad passed, I stared at his Coral Gables home feeling paralyzed. 50 years of possessions, a garage full of tools, Mom's china still in the cabinet five years after we lost her. I live in New York and couldn't take weeks off work. Heritage Estate Settlers became my angels. They found buyers for Dad's vintage car collection, donated his books to the library he loved, and even discovered forgotten war medals we had framed for the grandkids. The house sold in two weeks for $30K over asking."

Robert Kaufman

Estate Settlement After Loss:

Confused? Let us help

We know you have concerns. Here are honest answers to what families ask most.

Do you really offer free consultations? What's the catch?

There’s no catch—we genuinely offer free, no-obligation consultations. We’ll spend 60-90 minutes understanding your situation, touring the property, and discussing your goals. You’ll receive a detailed written estimate within 48 hours. About 85% of families choose to work with us after the consultation, but there’s absolutely no pressure. We believe in earning your trust, not forcing your hand.

Mom is resistant to moving. Can you help with sensitive family dynamics?

Absolutely. We’ve worked with hundreds of families navigating difficult conversations and resistance to change. Our Certified Senior Move Managers are trained in senior psychology and family dynamics. We can facilitate family meetings, provide gentle encouragement, and help seniors feel in control of their decisions. Often, having a neutral third party makes all the difference. We move at the senior’s pace, building trust before touching a single belonging.

How much does a typical project cost?

Every project is unique, but here are realistic ranges: Simple downsizing projects start around $2,500-$5,000. Full estate cleanouts typically run $5,000-$15,000 depending on home size and contents. Complex projects involving sales, donations, and multiple properties can reach $20,000+. However, we often offset costs through estate sales commissions, and many clients find we actually save them money through proper valuations and tax-deductible donations. We provide detailed, transparent estimates with no hidden fees.

What if we need to move Dad next week due to a medical emergency?

Medical emergencies don’t wait, and neither do we. We maintain emergency response capacity for urgent situations like hospital discharges, sudden health declines, or court-ordered moves. We can mobilize within 24-48 hours, bringing in additional team members to meet tight deadlines. While rushed moves cost slightly more due to overtime and expedited services, we never take advantage of crisis situations. Call us any time—we’ve handled 3 AM calls from hospital social workers.

How do I know valuable items won't disappear or be undervalued?

Trust is everything in our business. Every team member undergoes background checks and ongoing training. We create detailed inventories with photographs of all valuable items. Our network includes certified appraisers who ensure proper valuations—we’ve uncovered valuable art mistaken for prints and first editions thought to be regular books. All sales are documented with receipts, and we can arrange for family members to be present during sorting. Our reputation depends on your trust, and we protect it fiercely.

What happens to items that can't be sold or donated?

We follow a strict hierarchy: sell what has value, donate what others can use, recycle what we can, and responsibly dispose of the rest. We work with specialized recyclers for electronics, hazardous materials, and medications. Old photos and documents are shredded for privacy. We partner with Habitat for Humanity, Goodwill, local churches, and veteran organizations. Nothing usable goes to waste. For items with sentimental but no monetary value, we can suggest creative solutions like memory books or shadow boxes.

Do you work with hoarding situations?

Yes, with compassion and without judgment. Hoarding is a complex issue requiring special sensitivity. We work at the client’s emotional pace, never forcing decisions or shaming anyone. Our team includes specialists trained in hoarding disorders who understand the anxiety involved. We can coordinate with therapists, social workers, and family members to ensure emotional support throughout the process. Many hoarding situations hide valuable items or important documents—we carefully sort everything, never assuming anything is worthless.

Can you handle estates when family members disagree about what to do?

Family conflicts are more common than you might think, and we’re experienced mediators. We can work with attorneys, executors, and multiple family members to ensure everyone’s wishes are heard. We document everything, provide equal access to information, and can divide belongings according to wills or family agreements. Sometimes we arrange separate sorting sessions for different family members. Our neutral position often helps families find compromise. We’ve successfully managed estates with family members in five different states who couldn’t agree on anything except hiring us.

You Don't Have to Face This Alone

Whether you’re overwhelmed by a loved one’s estate, worried about your parents, or ready to simplify your own life—taking the first step is the hardest part. We’ll take it from there.