Our start-to-finish guidance
How we guide you through the process
We believe you should always know what happens next, who is responsible, and what decisions are yours to make.
STEP 1
Personal discovery callWe learn about your resort, ownership type, annual fees, family goals and how you currently use your vacations. We explain the service, potential costs and whether further review makes sense.
STEP 2
Ownership and feasibility reviewWe examine available ownership documents, transfer requirements, resort restrictions and rental possibilities. We identify practical obstacles before recommending a path forward.
STEP 3
Customized legacy roadmapYou receive a proposed action plan outlining family-use priorities, trust coordination, permitted rental opportunities, projected expenses, reserve goals and responsibilities.
STEP 4
Professional trust coordinationIf appropriate, we help you connect with qualified estate-planning professionals and coordinate the administrative steps needed for an eligible ownership transfer. Your attorney determines the legal structure.
STEP 5
Rental and reserve setupWe help coordinate permitted rental arrangements and a separately administered account or reserve strategy. Any distribution rules, fees and account authority are documented and reviewed.
STEP 6
Ongoing family supportWe remain a point of contact for annual reviews, reservation planning, fee reminders, rental coordination and updates as your family's needs or resort rules change.