- Licenses, insurance, and legal review
- Use written authority; do not appraise items, give tax advice, remove disputed property, or handle hazardous materials.
- Revenue models
- Fixed-fee packages, hourly support, recurring retainers, and clearly scoped add-on services.
- Suggested pricing
- Planning estimate: $40–$80 hourly or $500–$2,500 project packages.
- Ongoing expenses
- Insurance, software, equipment, training, secure storage, marketing, taxes, and subcontractor support when needed.
- Marketing
- Build referral relationships with estate attorneys, organizers, senior communities, and charities.
- Risks and common mistakes
- Working outside the written scope, weak privacy or record controls, underpricing travel or revisions, and making guarantees.