A Complete Service Suite Designed to Protect Value & Reduce Costs
ADVOCATE provides comprehensive estate management focused on extending asset life, improving operational efficiency, reducing unnecessary spending, and delivering complete financial clarity for owners and advisory teams.
Each service is grounded in professional estate-management best practices
Owner-first oversight that ensures efficiency, transparency, and cost control.
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Curated vendor selection & structured interviews
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Standardized bids for transparent cost comparison
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Negotiation for fair pricing and accountability
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Oversight of scopes, performance, and scheduling
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Verification of insurance, compliance & quality
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No vendor markups or incentives
Value Benefit: Eliminates waste, prevents overbilling, and improves overall estate efficiency.
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Proactive oversight to prevent unnecessary expense.
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Weekly, bi-weekly, or monthly inspections
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Photo documentation and detailed reporting
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Early detection of leaks, inefficiencies & wear
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System performance verification
Value Benefit: Prevents costly failures and protects structural and mechanical integrity.
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Extends lifespan and reduces major repair costs.
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HVAC, plumbing, electrical, pool, spa & elevator servicing
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Exterior envelope protection & seasonal maintenance
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Warranty compliance
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Lifecycle forecasting & replacement planning
Value Benefit: Reduces emergency costs and delays major capital expenditures.
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One of the most effective drivers of cost reduction.
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Electricity, water, gas & irrigation monitoring
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Identifying inefficiencies or unusual consumption
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Seasonal performance benchmarks
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Corrective vendor coordination
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Monthly summaries of findings
Value Benefit: Minimizes utility waste and creates predictable operating budgets.
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Organization that protects against waste, duplication, and confusion.
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Digital estate manual
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Maintenance schedules & task tracking
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Document storage (manuals, warranties, receipts)
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Service logs & performance history
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Photo-based inspections and reporting
Value Benefit: Preserves institutional knowledge, improves vendor accountability, and streamlines operations.
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Preparedness to avoid costly vulnerabilities.
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Quarterly checks of security systems
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Access control & network integrity
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Backup power system testing
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Emergency documentation
Value Benefit: Reduces risk exposure and maintains safety readiness.
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Clarity and structure for owners and advisors.
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Bill payments & invoice verification
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Payroll coordination (if needed)
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Budget tracking & forecasting
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Replacement planning
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Advisor-ready financial summaries
Value Benefit: Eliminates overspending, aligns the estate with financial strategy, and supports wealth planning.
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A full performance and financial assessment.
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Operating expense analysis
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Utility consumption review
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Vendor performance evaluation
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Asset condition scoring
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Capital improvement planning
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Cost-saving recommendations
Value Benefit: Ensures long-term value protection and disciplined planning.
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