True Legacy Homes โ€” 2026

Five Campaign Themes

One theme for every phase of the customer journey. Every channel. One voice.
San Diego • Orange County • 1,500+ estate sales • 1,000+ homes purchased

The Overwhelmed Daughter
Every ad, every postcard, every radio spot speaks to her.
I walked into my mom's house after the funeral and just stood there. Every drawer, every closet, forty years of stuff. My brother lives in Texas. My sister said she'd 'help when she can.' I don't even know where the water shut-off is. โ€” Composite from TLH client interviews

She is:

Age 45โ€“65 Executor / POA Out-of-area (often) Employed full-time First time doing this
  • Juggling siblings, her own family, and a career
  • Emotionally drained โ€” grief + logistics + guilt
  • Doesn't know the difference between probate and trust
  • Googles at midnight: "what to do with parents house after death"
  • Wants ONE person who handles everything โ€” not 5 vendors
๐Ÿ’ก She doesn't want the cheapest option. She wants the option that lets her stop carrying this alone.
Five Themes. Five Phases. One Voice.

Every phase of her journey has its own emotional territory and its own campaign theme.

Awareness
"The Last Gift"

Radio • Social video • Referral partners

Opens the door. She sees herself as a hero.

Consideration
"We'll Take It From Here"

Direct mail • Google • Door hangers

Permission to stop carrying. One call.

Decision
"Your Mother's House Deserves This"

Content • Events • Referral partners

No competitor operates here. The moat.

Retention
"You're Part of This Family Now"

Email nurture • Annual card • Phone

The relationship doesn't end at closing.

Advocacy
"Tell Them What You Told Me"

Reviews • Referral cards • Community

She's the expert now. The flywheel.

โ‚
๐Ÿ“ก Phase 1 of 5 Awareness She doesn't know TLH yet โ€” this is what stops the scroll
A woman's hand on a front door handle in golden sunset light
Theme 1 โ€” Love
"The Last Gift"
"The last gift you give your mother is handling this right."

This campaign reframes the entire estate transition as the daughter's final act of love. Not a burden to manage. Not a problem to solve. A gift she gives: honoring what her parent built, making sure it's handled right, and giving herself closure instead of regret. TLH becomes the instrument of that gift.

  • "She spent a lifetime building it. You deserve a partner who treats it that way."
  • "You can't be everywhere. But you can make sure the right people are."
  • "Closure isn't forgetting. It's finishing well. We'll help you do that."
๐Ÿ“ป

Radio Spot (60s)

Script Treatment
DAUGHTER (V.O., raw, real): "I live three states away. My mom passed six weeks ago. I didn't know where to start. I didn't know who to call. I didn't know what her house was worth or what to do with her things."

[Pause. Voice softens.]

"True Legacy Homes was the last gift I gave her. Making sure someone handled it right."

NARRATOR: "Estate sales and home purchases. One call. That's how it starts."

TAG: "TrueLegacyHomes.com. 619-XXX-XXXX."

Testimonial-driven. The daughter is the hero of this spot โ€” not TLH. Highest emotional ceiling of all three themes.

๐Ÿ“ฌ

Direct Mail Postcard

Front

A handwritten letter (facsimile), slightly tilted on a clean background. The letter simply reads:

"I did right by her."

Back

"That's what we hear from families after we're done. We'd like to say the same for yours."

True Legacy Homes. Estate sales and home purchases โ€” handled with the care your family deserves.

Unlike any postcard in this space. Intimate. Personal. The handwritten format signals: this is about a human, not a transaction.

๐Ÿ“ง

Email

Subject Line

The last gift you can give her

Preview: Closure isn't forgetting. It's finishing well.

Body Concept

Opens with the reframe: "You've been carrying this for weeks. Maybe months. Here's something nobody tells you โ€” handling this well is an act of love. Not a burden. A gift." Walks through what closure actually looks like (not an empty house โ€” a clean conscience). CTA: "You deserve to finish well. Let's talk."

๐Ÿ“ฑ

Social Media

"Closure Stories" Series

Short testimonial videos (or quote cards) from real families. Not about the sale โ€” about the feeling after.

UGC-style. Real voices, real faces. The most shareable content in the entire plan โ€” people tag their own families.

๐Ÿ”

Google Search Ad

Ad Copy

Do Right By Your Family's Home

You want to handle this well. We make that possible. Estate sale + home purchase โ€” one team, complete closure. 1,500+ families trusted us. Free consultation today.

Target Keywords

"estate sale company San Diego" ยท "sell estate contents quickly" ยท "sell parent's house as is" ยท "estate sale Orange County"

๐Ÿšช

Door Hanger

Front

"The family next door just did something beautiful for their mom."

Back

They honored her home. They handled her belongings with care. And they found a partner who treated the whole process like it mattered โ€” because it does.

If your family ever faces a transition like this, True Legacy Homes is here. One call. Everything handled.

The most personal of the three door hangers. Turns the neighbor's estate sale into a story of love, not a business transaction.

โ‚
๐Ÿ” Phase 2 of 5 Consideration She knows help exists โ€” now she's deciding who to trust
A key resting on a kitchen table in warm golden light
Theme 2 โ€” Relief
"We'll Take It From Here"
"You've done enough. We'll take it from here."

This is the campaign for the moment she hits the wall โ€” when she realizes she can't do this alone and is terrified to ask for help. It's permission. It's an exhale. It doesn't oversell competence or undercut emotion. It simply says: you've carried this far enough. Hand it to us.

  • "One call. Two checks. And someone who actually carries the weight."
  • "You shouldn't have to Google 'what to do with Mom's house.' We already know."
  • "1,500 families trusted us with the hardest part. We'll earn yours too."
๐Ÿ“ป

Radio Spot (60s)

Script Treatment
[Ambient: quiet house โ€” clock ticking, distant creak of a door]

DAUGHTER (V.O., exhausted): "I didn't know where to start. The house, the furniture, forty years of... everything. My brother said he'd fly in. He didn't."

[Pause. Soft exhale.]

NARRATOR (warm, calm): "True Legacy Homes handles estate sales and home purchases for families going through exactly this. One call. One team. Two checks โ€” one for the estate sale, one for the home. You've done enough. We'll take it from here."

TAG: "TrueLegacyHomes.com. Call 619-XXX-XXXX."

Opens with emotion, not a sales pitch. The house sounds do the work.

๐Ÿ“ฌ

Direct Mail Postcard

Front

A quiet photograph: a single front-door key resting on a kitchen table. Natural light. No clutter. No logos.

You've done enough.

Back

When someone you love passes, the house becomes a question mark. What do you do with it? What about all the things inside?

True Legacy Homes handles both โ€” the estate sale and the home purchase. One relationship. Two checks. Complete closure.

One call starts everything: 619-XXX-XXXX

Clean. No stock photos of smiling agents. The key image is the entire message.

๐Ÿ“ง

Email

Subject Line

You don't have to figure this out alone

Preview: One call. One team. Two checks. Here's how it works.

Body Concept

Opens with empathy, not credentials. Acknowledges the weight she's carrying. Then โ€” simply โ€” explains the three things TLH handles: the estate sale, the home, and the timeline. Ends with a single CTA: "Call us. We'll take it from here."

No bullet-point feature lists. One clear narrative. One button.

๐Ÿ“ฑ

Social Media

"Permission Slips" Series

Short-form posts that name the exact moment she's in. Not ads โ€” absolution.

Stops the scroll because it's not an ad. It's someone saying what she's thinking.

๐Ÿ”

Google Search Ad

Ad Copy

You Don't Have to Figure This Out Alone

Estate sale + home purchase. One team. Two checks. 1,500 families trusted us with the hardest part. Free consultation โ€” call today.

Target Keywords

"what to do with parent's estate" ยท "estate sale company near me" ยท "sell parents house fast" ยท "estate sale after death"

๐Ÿšช

Door Hanger

Front

We just helped your neighbor.
If you ever need us, we're here.

Warm, simple. TLH logo small. No hard sell.

Back

True Legacy Homes handles estate sales and home purchases for families in transition. We've worked in this neighborhood โ€” and we treat every home like it matters. Because it does.

TrueLegacyHomes.com ยท 619-XXX-XXXX

Left on doors near a recently completed estate sale. Neighborhood awareness without cold-call energy.

โ‚
โœ… Phase 3 of 5 Decision She's ready to hire โ€” TLH closes the gap on dignity and care
A quiet living room with reading glasses and family photos in afternoon light
Theme 3 โ€” Dignity
"Your Mother's House Deserves This"
"Her home held 40 years of your family. It deserves to be handled with that in mind."

This campaign lives in dignity. Not TLH's professionalism โ€” the dignity of the home itself. Her mother spent 40 years building something, filling rooms with meaning. This reframes the transaction as an act of love โ€” and positions TLH as the partner who treats the home with the same care the family would.

  • "We don't liquidate. We honor."
  • "Every item has a story. We handle it like we know that."
  • "True Legacy Homes: because what she built matters more than what it sells for."
๐Ÿ“ป

Radio Spot (60s)

Script Treatment
[Ambient: warm, almost reverent โ€” soft piano, natural room tone]

NARRATOR (V.O., measured): "There's a house in your neighborhood where someone lived for forty years. She raised her kids there. She hung photos on those walls. She knew which stair creaked."

[Pause]

"When the time comes to let it go, it deserves to be handled by someone who understands that. True Legacy Homes. Estate sales and home purchases โ€” with the care your family's legacy deserves."

TAG: "TrueLegacyHomes.com."

Not a sales pitch. A promise. Reverent tone โ€” closer to a eulogy than an advertisement.

๐Ÿ“ฌ

Direct Mail Postcard

Front

Close-up of something unmistakably personal: a pair of reading glasses on a side table. Or a handwritten recipe card. No headline on the front โ€” just the image. Full bleed. Quiet.

Back

Your mother's home holds more than furniture. We'll treat it that way.

True Legacy Homes handles estate sales with the care your family's belongings deserve. One team. One relationship. Everything handled.

The image-only front is the disruption. Every other postcard in this space has a headline. This one has reading glasses.

๐Ÿ“ง

Email

Subject Line

What she built matters

Preview: Your family's home deserves to be handled with care. Here's how we do it.

Body Concept

Opens with the home โ€” not the problem. Describes the way TLH approaches an estate: room by room, item by item, with the understanding that every piece has a story. Positions the estate sale not as liquidation but as curation. CTA: "Let's talk about your family's home."

๐Ÿ“ฑ

Social Media

"Legacy Objects" Series

Real estate sale photos that highlight the story behind an item, not just its value.

Brand story told through the objects, not the company. Highly shareable โ€” the audience tags their own families.

๐Ÿ”

Google Search Ad

Ad Copy

Estate Sales With the Dignity Your Family Deserves

We handle your family's belongings like they matter. Because they do. Estate sale + home purchase โ€” one team, complete closure. Trusted by 1,500+ families.

Target Keywords

"estate sale with dignity" ยท "respectful estate liquidation" ยท "estate sale for deceased parent" ยท "dignified estate sale company"

๐Ÿšช

Door Hanger

Front

This neighborhood has history.
We help families honor it.

Back

When a family in your community faces a transition โ€” a parent's passing, a move to assisted living โ€” there's a home full of memories that needs to be handled right.

True Legacy Homes has served families in this area for years. Estate sales. Home purchases. Everything treated with the respect a lifetime deserves.

Positions TLH as a neighborhood institution, not a transactional service. "We're already here."

โ‚
๐Ÿค Phase 4 of 5 Retention She's a client โ€” keep the relationship alive after closing
Kitchen table after a family dinner, warm evening light
Theme 4 โ€” Retention
"You're Part of This Family Now"
"You're part of this family now."

The estate sale is over. The check cleared. Most companies disappear. TLH doesn't. This campaign says: the relationship that got you through the hardest part of your life doesn't end at closing. You're not a completed transaction โ€” you're a family that's been joined. When the next hard thing comes, you already know who to call.

  • "We didn't just sell your mother's house. We earned a seat at the table."
  • "Six months from now, when your uncle asks for help โ€” you won't have to Google it."
  • "1,500 families didn't just hire us. They kept our number."
๐Ÿ“ง

Email Nurture (Past Clients)

Concept

Not sales emails โ€” life emails. Anniversary of the estate sale: "It's been a year since we worked together. We hope you're doing well." Holiday card. Birthday of the parent (if known): a simple note.

The point is presence without pressure.

These emails have no CTA button. No promo code. Just a human checking in. That's what makes them unforgettable.

๐Ÿ’Œ

Annual "Family Update" Card

Concept

Not a newsletter. Not a promo. A single card, mailed once a year:

"True Legacy Homes helped 347 families this year.
Yours was one of them. Thank you."

Cream stock. Navy ink. Handwritten envelope. She opens this one.

Keeps TLH top of mind at near-zero cost. The card sits on the fridge โ€” not the recycling bin.

๐Ÿ“ž

Phone Outreach (30/60/90 Day)

Script Concept

Not a check-in script. A real call:

"Hi Sarah, this is [name] from True Legacy Homes. I just wanted to see how you're doing. Is there anything else we can help with?"

At 90 days, a gentle ask: "Do you know anyone who might be going through what you went through?"

The 90-day call is the bridge between Retention and Advocacy. One conversation, two funnel phases.

๐Ÿ“ฑ

Social Media

"Where Are They Now" Series

Follow-ups on homes TLH handled โ€” showing continuity and care beyond the transaction.

Shows TLH's relationship doesn't end at closing. Past clients share these because they're part of the story.

โ‚
โญ Phase 5 of 5 Advocacy She's a believer โ€” now she sends the next family your way
Two women talking on a front porch in golden afternoon light
Theme 5 โ€” Advocacy
"Tell Them What You Told Me"
"When someone you love is where you were โ€” you'll know what to say."

She went through it. She survived. She found the right people. Now someone she cares about is standing where she stood. This campaign gives her the words and the confidence to say: "I know exactly who you need to call." She's not a referral source. She's a guide. The most powerful thing she can do for someone she loves is hand them the number that saved her.

  • "You didn't just hire an estate sale company. You found the answer to a question everyone eventually asks."
  • "The best referral isn't a business card. It's a friend who says: 'They took care of everything.'"
  • "5 stars and 1,500 families. Every one of them was sent by someone like you."
๐Ÿค

Referral Cards

Concept

Physical referral cards โ€” elegant, not cheap. Cream stock, navy ink:

"Someone I trust helped my family through a difficult transition. They can help yours too."

Space for her handwritten name. She hands it to a friend. A personal endorsement, not a coupon.

The handwritten name transforms it from marketing into testimony. She's putting her reputation on the card.

โญ

Review Generation

Concept

Not "please leave us a review." Instead:

"Your experience helps the next family find us. If you have 2 minutes, here's the link."

Frame the review as an act of service to other families โ€” not a favor to TLH. Send 7 days after completion (emotional distance, but memory still fresh).

Every 5-star review lowers cost-per-lead in every other phase. This is compound interest for the brand.

๐Ÿ›๏ธ

Community Sponsorships

Concept

Sponsor the local hospice 5K. The Rotary Club senior services night. The memory care facility family event.

Not with a banner โ€” with a table, a human, and a conversation: "We help families handle what comes after."

Brand presence in the exact rooms where the next client is being formed.

The person at the table isn't selling. She's answering questions from people who already have them.

๐Ÿ“ฑ

Social Media

"Referral Stories" Series

Testimonials from people who were referred BY a past client. The referrer becomes the hero.

Past clients see their referral acknowledged publicly. New clients see social proof from real people. Flywheel effect.

How We Sound โ€” Every Channel, Every Time
From the 2024 TLH brand brief. These five words guide every word we write.
๐Ÿค

Friendly

Warm, approachable. Never corporate. Like a neighbor who happens to be really good at this.

๐Ÿ’›

Empathetic

We've been in the room when families break down. We understand the weight before they explain it.

๐Ÿ›ก๏ธ

Trustworthy

1,500+ families. No bait-and-switch. The price is the price. The timeline is the timeline.

โœจ

Dignified

We never call it "junk removal." We never rush. Every home tells a story worth respecting.

๐Ÿ‘ค

Personal

First names. Direct numbers. The same person from start to finish. Not a call center โ€” a relationship.

The Operator
Every LinkedIn ad, every probate mailer, every broker presentation speaks to them.
The house sold. Escrow closes in 22 days. I'm named trustee and I have no idea what to do with 40 years of furniture. My attorney gave me three names. I called all three. You were the only ones who gave me a timeline. — Composite from TLH trustee client calls

They are:

Executor / Trustee POA or Attorney Realtor Proxy Fiduciary Deadline-Driven
  • Accountable to beneficiaries, a client, or a closing date
  • Needs a vendor who runs themselves — not another thing to manage
  • First question: "Can you hit my date?" Second: "Have you done this before?"
  • Googles: "estate sale company near me" · "executor estate liquidation san diego" · "clear house before closing"
  • Will pay more for a partner who doesn't need babysitting
💡 He doesn't need empathy. He needs a process he can defend to someone else.
Five Themes. Five Phases. One Promise.

Every phase of their journey has its own emotional territory and its own campaign theme.

Awareness
"Stop Coordinating. Start Closing."

Google LSA • LinkedIn • Probate mail

The one-call answer to a 4-vendor problem.

Consideration
"The 17-Day Playbook."

Broker offices • Lead magnet • LinkedIn

Here's exactly what happens. Before you commit.

Decision
"Deadline-Ready. Beneficiary-Safe."

Case studies • Attorney L&L • Fiduciary network

1,500 estates. 0 missed escrows.

Retention
"Your File Is Always Open."

Check-in calls • Settlement docs • Referral ask

The professional relationship doesn't end at close.

Advocacy
"Forward This to the Person On the Hook."

Referral cards • Partner portal • Co-branded

One trusted name in a professional's packet.

📡 Phase 1 of 5 Awareness They don't know TLH exists as a one-call solution to their multi-vendor problem
Clean desk with legal document, house key, and pen
Theme 1 — Logistics
"Stop Coordinating. Start Closing."
"Most executors coordinate 4–6 vendors. Our clients make one call."

This is discovery. The Operator is Googling "estate sale near me" or "trustee estate liquidation." They don't know TLH bundles the estate sale AND the home purchase under one roof. The message isn't emotional — it's an announcement: the multi-vendor problem you're trying to solve has a one-call answer.

  • "Estate sale + home purchase. One company. One call. Done."
  • "Most people spend weeks coordinating this. Our clients spend one afternoon."
  • "1,500 estates cleared. The fastest close in San Diego."
🔍

Google Search Ad

Headline

Estate Sale + Home Sale — One Call

Description

Stop coordinating 4 vendors. TLH handles contents + home purchase under one team. 1,500 estates cleared. Average close: 17 days. Free consult.

Target Keywords

executor estate sale san diego · trustee estate liquidation · clear house before selling · estate sale company near me · probate home clearout

📱

LinkedIn Ad

Targeting

Job titles: Trustee, Fiduciary, Probate Attorney, Estate Attorney, Property Manager, Realtor — SD / OC / LA

Headline

Your client needs their home cleared before close. We do it in 17 days.

Body

TLH handles estate sale + home purchase for trustees, realtors, and fiduciaries across San Diego County. One vendor. One timeline. Zero surprises.

📬

Probate Direct Mail ★

Strategy

California probate filings are public record. Mail the named executor 21–30 days post-filing — at peak logistical overwhelm.

Front

You've been named executor. Here's the checklist.

Back

Most executors coordinate 4–6 vendors. TLH does it all — estate sale + home purchase — under one team. Average close: 17 days. Free 48-hour site visit.

Highest-signal awareness piece. Intercepts at the precise moment of need.

🏠

Google Local Service Ad

Why LSA for This Persona

"Google Guaranteed" badge matters more to the Operator than to the Daughter — they're evaluating vendors, and trust signals close the gap fast.

Review Strategy

Solicit reviews from trustees/executors specifically. Target language: "hit the date," "handled everything," "coordinated with escrow," "no surprises."

💼

Realtor One-Pager

Headline

"We Clear Houses. You Close Deals."

Copy

When your listing has a full house and a deadline, TLH handles the estate sale so you can focus on closing. Average clearout: 17 days. We coordinate directly with escrow.

CTA

Add to agent resource packet. Leave at broker open houses. Co-brand for top producers.

Single highest-leverage piece for the B2B channel.

📻

Radio (60s)

Script Treatment
[Clean open. No ambient emotion.]

VO: "If you've been named executor — or you're the realtor trying to list a home that's still full of furniture — you've got a coordination problem. Contents, home, timeline, escrow. Four vendors. Or one call.

True Legacy Homes handles the estate sale and buys the home. One team. Average close: 17 days. We've done it 1,500 times. We coordinate with your realtor, your escrow officer, your attorney.

One call. Cleared. Closed. TrueLegacyHomes.com."
📝 Phase 2 of 5 Consideration They know TLH exists — now they need to understand exactly how it works before committing
Clean checklist on a clipboard beside a coffee mug
Theme 2 — Process
"The 17-Day Playbook."
"Here's exactly what happens after you call. A process you can hand to a beneficiary."

The Operator is comparison-shopping. They're asking: does this vendor actually handle everything, or will I still be coordinating a dumpster, a cleaner, and a real estate agent? This phase is about operational clarity — not proof. Show them the playbook before they ask. Process transparency is TLH's differentiator. Competitors are vague. TLH shows the checklist.

  • "A three-week process mapped to the day. No vague timelines, no surprise calls."
  • "We coordinate with your realtor, your escrow officer, your attorney. You just show up at signing."
  • "One company. One call. Done."
📄

"The 17-Day Executor Playbook" ★

What It Is

Gated PDF — the single most powerful Consideration asset. Distributed via Google retargeting, LinkedIn, realtor offices, and attorney offices.

Contents
  • Step-by-step checklist: what TLH handles vs. what you handle
  • Timeline graphic with milestones and dependencies
  • Executor questions: HOA rules, keys/lockbox, out-of-state coordination
  • How TLH coordinates with escrow and realtors
  • What happens to unsold items

Becomes the nucleus for the entire B2B referral program — something realtors/attorneys hand directly to a client.

⚖️

Side-by-Side Comparison

Concept

The Traditional Way vs. The TLH Way

4 Vendors
  • Estate sale company
  • Real estate agent
  • Junk hauler
  • Cleaning crew
  • 4 contracts, 4 timelines
TLH: 1 Call
  • Estate sale ✓
  • Home purchase ✓
  • Clearout ✓
  • Escrow coordination ✓
  • 1 contract, 17 days
📧

Email Sequence (Realtor/Fiduciary)

Email 1 — Subject

Your client needs their home cleared. Here's the 3-week plan.

Email 2 — Subject

What we handle so you don't have to (checklist inside)

Email 3 — Subject

Quick question about your next listing

B2B sequence for realtors. Triggered by broker office presentations or referral program enrollment.

🌐

Landing Page: "For Trustees & Executors"

Page Sections
  • SLA commitment: site visit in 48 hours
  • Timeline options: 7 / 14 / 21-day plans
  • Scope checklist: what's included
  • "We coordinate with escrow" explicit statement
  • Insurance/bonding/licensing
  • Single-point-of-contact promise

Separate from the Daughter LP. Process-forward, data-heavy — built for someone evaluating a vendor, not seeking comfort.

🏢

Broker Office Presentation

Format

15-minute presentation at weekly sales meetings at top brokerages (Compass, KW, Coldwell Banker). Free breakfast. Leave the one-pager.

Hook

"How to un-stick your inherited listings and close 3 weeks faster."

One broker office = 50 agents who now know TLH exists.

📬

Direct Mail: Trustees/Fiduciaries

Front

What happens after you call.
In writing. Before you commit.

Back

Three-column layout: Week 1 / Week 2 / Week 3. Each step labeled. What TLH handles. What you need to provide. No ambiguity.

Target

PFAC members and trust officers at local banks.

Phase 3 of 5 Decision They understand the process — now they need to know it's safe to hire TLH when they're accountable to others
Signed contract on a clean desk — decision made, accountability confirmed
Theme 3 — Accountability
"Deadline-Ready. Beneficiary-Safe."
"1,500 estates. 0 missed escrows. Your choice is defensible."

This is risk reversal. The Operator isn't choosing on price — they're choosing on who won't make them look bad. They're accountable to beneficiaries, a client, or a closing date. The fear isn't "will this be hard?" — it's "if this goes sideways, it's on me." Every Decision-phase asset should speak to liability, documentation, and communication cadence. Not feelings — defensibility.

  • "We don't miss escrow dates. That's not a promise — it's our record."
  • "One point of contact. Weekly updates. Zero surprise escalations."
  • "Your beneficiaries will ask how you chose. Here's what you tell them."
📊

Executor Case Study ★

Format

Written in functional, operational language — reads like an incident report, not a testimonial.

Structure
  • Situation: Trustee, 3 beneficiaries across 2 states. Escrow closing in 21 days. Full 4-bedroom house.
  • Challenge: Prior company quoted 6-week timeline. Escrow would miss close.
  • TLH Response: Site visit in 48 hours. Sale scheduled day 3. Full clearout complete day 14.
  • Outcome: Escrow closed on schedule. Contents yielded $14,200. Zero beneficiary complaints.

Speaks directly to fiduciary accountability. Makes the hiring decision feel defensible.

💬

Executor-Voice Testimonials

Target Tone

Functional buyers — not "they were so kind." The Operator needs to see themselves in the proof.

🛡️

Risk Reduction Page

Page Sections
  • Insurance and bonding (where applicable)
  • Chain-of-custody for valuables and jewelry
  • Documented settlement and payout process
  • Single point of contact + weekly update cadence
  • Escalation process if timeline is at risk
  • "What if" scenarios: HOA issues, out-of-state signatories, access problems

The Operator's choice may be scrutinized later by beneficiaries or a court. Make it bulletproof.

Google Review Strategy

Objective

Build a review corpus with specific operational language the Operator sees themselves in.

Review Request Templates
  • "How did we handle your timeline?"
  • "Were you kept in the loop throughout?"
  • "Would you recommend us to another realtor or attorney?"

No incentivized reviews. Build organically through process excellence and well-timed requests.

📋

Objection Crusher Sheet

Top Objections & Responses
  • "I already have a realtor." → We work with your realtor. We handle contents; they handle the listing.
  • "House is already sold." → Great — we specialize in post-sale clearouts with escrow deadlines.
  • "HOA has rules." → We've navigated HOA requirements at 300+ gated communities in SD/OC.
  • "I'm out of state." → We handle everything remotely. Lockbox access, photo updates, wire transfer.
  • "No family cooperation." → We work directly with the trustee/executor. Family consensus not required.
⚖️

Attorney & Fiduciary Lunch & Learn

Format

1-hour presentation to probate/estate attorneys and professional fiduciaries. Free lunch. Not a sales pitch — a process briefing.

Title

"Reducing Probate Carrying Costs: The Estate Liquidation Option"

Target Orgs
  • PFAC — ~847 licensed professional fiduciaries statewide. One fiduciary = 5–15 deals/year.
  • SDCBA Estate Planning section
  • Local trust departments at regional banks
📞 Phase 4 of 5 Retention The transaction closed — now stay top-of-mind as the default vendor for their next file
Professional handshake after a deal — relationship continues
Theme 4 — Continuity
"Your File Is Always Open."
"The transaction ended. The relationship didn't."

The Operator had a professional experience — they hired TLH, TLH performed, deal closed. They're not an emotional client who needs nurturing. But realtors, fiduciaries, and CPAs handle multiple estates. Retention here means staying top-of-mind as the default vendor for the next file — not warmth, just presence.

  • "When the next file lands on your desk — you'll already know who to call."
  • "We worked together once. That means you have a contact who picks up the phone."
  • "Our record doesn't change between jobs. Same team, same process, same results."
📧

Post-Close Email Sequence

Day 7 — Subject

Your settlement summary is attached. Here's the final accounting.

Day 30 — Subject

Quick note — if you have questions on the settlement, we're here.

Day 90 — Subject

It's been 3 months. Is there a next step we can help with — or a colleague who might need what you needed?

Not a check-in — a brief, useful follow-up that keeps the door open without asking for anything.

📞

90-Day Check-In Call

Script Concept
"Hi [Name], this is [name] from True Legacy Homes. Wanted to see if the settlement documentation worked for your filing. Is there anything else we can help with — or someone you've sent our way we should know about?"

Not a warm retention call — a professional courtesy call with a soft referral ask built in naturally.

📰

Annual Professional Update

Format

One-page summary mailed or emailed to all professional referral contacts annually.

Copy Concept

"In 2026, True Legacy Homes cleared X estates across SD and OC. Our median close time: 17 days. Average estate sale yield: $X. If any of your clients are facing a transition, we'd welcome the introduction."

Not a newsletter — a brief professional update that reminds them of the relationship without asking for anything.

🤝

Referral Partner Appreciation (Quarterly)

Format

Quarterly appreciation events for top referral partners: attorneys, realtors, fiduciaries. Dinner or breakfast for 8–12 people.

Philosophy

Not a sales event — a relationship investment. No pitch deck. Just presence.

No competitor does this systematically. One relationship deepened = 5–15 additional deals/year from a fiduciary partner.

🙌 Phase 5 of 5 Advocacy The Operator doesn't write reviews — they forward a name to a colleague
A business card being handed between professionals — a trusted referral
Theme 5 — Referral
"Forward This to the Person On the Hook."
"When someone you know gets the call — you'll know exactly what to say."

The Operator doesn't write Yelp reviews or share Facebook posts. They send a name to a colleague. The post-close strategy is a single, frictionless referral activation: make it as easy as possible to forward TLH to the next person who needs it. For realtors, attorneys, and fiduciaries, this becomes the B2B flywheel that compounds over time.

  • "You made a call that solved the problem. Pass that along."
  • "The referral isn't a coupon — it's a colleague saying 'I vetted them for you.'"
  • "Realtors who refer TLH don't lose listings. They close them faster."
🗒

Referral Partner Portal ★

What It Is

Simple system where realtors and attorneys can track the status of referred deals and access co-branded materials.

Why It Works

63 realtor referrals in 370 won deals = 17% of wins. A formalized program could move this to 35%+ in 12 months.

Start Simple

A Google Sheet or lightweight web app is enough for Phase 1. Formalize once volume justifies it.

Turns a one-time professional relationship into a repeatable pipeline.

📧

Post-Close Email (B2C Executor)

Subject

You handled something most people never have to. Here's how to help someone else.

Body Concept

Acknowledges what they accomplished. Gives them the Executor Playbook PDF. One simple ask: "If someone you know gets the call, send them our number."

No sentimental language. Practical, respectful, brief.

🤝

Referral Card at Close

Physical Asset

Business-card-sized. Handed with settlement documentation. Clean design.

Front

"Estate sale + home purchase. One call. 17 days."

Back

"When someone you know needs this, give them our number. We make you look like you know a secret."

📅

Professional Check-In (B2B Quarterly)

Cadence

Quarterly email or call to active referral partners. Not a newsletter — a brief, personalized update.

Format
  • "Here's what we did for your referrals this quarter: X estates, avg Y days to clear"
  • "We have availability in [month] — who's next in your pipeline?"
  • New co-branded asset or case study attached
⚖️

Attorney Co-Marketing

Assets
  • Co-branded "Probate Resource Guide" — attorney letterhead + TLH contact
  • "Probate Timeline" handout — where estate liquidation fits in the process
  • Intro email template attorneys can forward directly to clients

Probate attorneys are the earliest-touch referral source. They see these cases before anyone else — before the realtor, before the executor calls TLH.

🏢

Escrow Officer Outreach

Why This Channel

Many clients are already in escrow when they call TLH. The escrow officer is the one fielding the "we need to clear before close" panic call.

The Ask

Get TLH's card on the desk of every escrow officer at the top 10 title companies in SD and OC.

Leave-Behind Copy

"When your client has a house full of contents and a closing date, we clear it in 17 days."