- Provider research and comparison
- Proposals, insurance and licensing records
- Client approvals and schedule coordination
- Authorized instructions and invoice administration
- Project-cost tracking, receipts and completion evidence
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PATHWAY 05 · COMPLEX ESTATES AND CONTINUITY
Pathways Custom
Custom scope · initial phase from $14,995An individually designed engagement for larger estates, multiple homes, longer planning ramps, aging in place, substantial collections or household work that does not fit a standard Pathway.
WHAT IS INCLUDED
A defined scope with a visible outcome.
- ✓ A property-specific Transition Assessment & Pathway Plan
- ✓ A written proposal defining phases, visits, hours and pricing
- ✓ A proposed initial 90-day phase from $14,995 when that scope is appropriate
- ✓ Property, room, furniture and meaningful-belongings inventory with floor plans
- ✓ Up to 6 onsite decision sessions and 6 coordinator checkpoints when included in the initial proposal
- ✓ Up to 40 hours of coordination when included in the initial proposal
- ✓ Expanded, project-specific Managed Provider Administration when included
- ✓ Approval thresholds, project budget and provider-documentation requirements defined in writing
- ✓ Family, caregiver and authorized-professional coordination boundaries
- ✓ Family Portal access for each included property
- ✓ Phased completion records and review points
MANAGED PROVIDER ADMINISTRATION
Approved outside services stay connected from proposal through completion.
When this service is included in the signed scope, Long Pathways can organize provider options, proposals, supporting documents, schedules, approved invoices, authorized payments and completion evidence so the family does not have to manage every administrative detail independently.
- Final provider selection
- Consequential spending approvals
- Approval of scope changes
- Authority over property and belongings
- Regulated professional engagements
- Personnel, licenses and equipment
- Insurance and regulatory compliance
- Work methods, pricing and warranties
- Work quality and performance
CLEAR TERMS BEFORE WORK BEGINS
Defined in writing. Nothing added without approval.
A typical initial 90-day phase is proposed from $14,995 after assessment. The signed proposal defines included properties, visits, coordination hours, payment schedule, cancellation terms and any separate project-cost reserve. Later phases begin only under the written schedule.
Request a complimentary meetingPAYMENT ARRANGEMENTS
Approved scope first. Separate invoice second.
This Pathway is not purchased through the public website. After the scope and agreement are approved, Long Pathways sends the client a separate invoice by email.
FAMILY PORTAL EARLY ACCESS
Included for at least six months—with no separate Portal fee.
The included period begins when the household workspace is activated. There is currently no household Portal subscription or payment method requirement. If optional paid continuation is introduced later, Long Pathways will provide advance notice and enrollment will require your affirmative choice.
SCHEDULED CHECK-INS & TRANSITION MILESTONES
Keep progress visible without requiring constant app use.
Scheduled phone, video or in-person check-ins can review decisions, responsibilities and upcoming milestones. The frequency and format follow the selected Pathway and written scope.
- Review completed and overdue decisions
- Confirm responsibilities and next dates
- Address provider or family dependencies
- Document the agreed next step
CONNECTED HOUSEHOLD SERVICES
Coordinate the details surrounding the belongings.
Utilities, technology returns, storage, donation, shipping, cleanout, moving preparation and property readiness may be included when appropriate to the approved scope.
The app gives authorized participants a shared view, but clients may also work with their coordinator by phone, video or in person.