Service Two of Five

Wealth Protection

A written history of the home's visible condition.

Rockwell keeps check-in notes, property condition reports, and records of coordinated vendor work together so you and your designated family members can review what changed and what needs attention.

What the Record Includes

Audit baselineYour Home Safety & Readiness Audit provides prioritized written recommendations.

Check-in notesIn-person check-ins produce a written note within 1 business day.

Property reportingEssential Watch includes a quarterly property condition report. Premier Management adds a monthly detailed report.

Vendor recordsWhen vendor coordination is included, the record documents the approved scope and follow-up.

How Rockwell Documents the Home

Member portal. Review your home's written records in one place.
Consistent cadence. Essential Watch has one in-person check-in a month. Premier Management has weekly check-ins, alternating in person and remote.
Household decisions. Notes and reports help you discuss priorities with family members or vendors.
Consultation for additional reporting. Reporting for estates, trusts, and families seeking one point of contact is available through Estate Concierge, by consultation. Scope and timing are set in the individual quote.

Documentation by Plan

Two monthly plans and Estate Concierge by individual consultation and quote.

The Essential Watch

$99 / month

One in-person check-in a month with a written note within 1 business day, a quarterly property condition report, and member portal access.

The Premier Management

$199 / month

Weekly check-ins, alternating in person and remote. Includes everything in Essential Watch and a monthly detailed report.

The Estate Concierge

By consultation

Additional documentation for estates, trusts, and family decision-makers is scoped in an individual quote. This service is available through Estate Concierge, by consultation.

Talk with us about Estate Concierge

Compare Monthly Plans →

Start with an Audit

The $150 Home Safety & Readiness Audit starts your written home record. The report belongs to your household whether or not you choose ongoing support.

Schedule Your $150 Audit Or contact us →