Five Simple Steps for Supporting Seniors and Their Families

Step 1: Schedule a Free In-Home Consultation

To provide the best support for seniors and their families, we begin with a free in-home consultation. During this consultation, we aim to understand your unique needs for downsizing and moving services. We will discuss important aspects such as:

• Introducing Yourself: We value your story and would love to hear more about you and your life.
• Reasons for Moving: Whether it's due to physical limitations, financial considerations, or the desire to be closer to family, understanding your motivations helps us tailor our services to your specific situation.
• Moving Destination: We will explore where you plan to move to, whether it's a nursing home, retirement living facility, or with a relative. We'll also determine if you're considering a local or distant relocation.
• Home Ownership: We'll inquire about the ownership status of your current home to ensure a smooth transition.
• Power of Attorney: If applicable, we'll identify the person with Power of Attorney, as their involvement may be necessary for signing relevant documents related to the sale of your home.
• Moving Timeline: Understanding your desired timeline for the move helps us plan and coordinate effectively.
• Budget for Your New Home: We'll discuss your budget for the new living arrangement, including any plans to use the proceeds from the sale of your current home.
• Legal Matters: We'll inquire about your will and whether you have legal representation for real estate and estate matters.
• Additional Information: If there's any other important information or concerns you believe we should know about, please feel free to share.

During the consultation, it's helpful to provide a tour of your home, allowing us to assess the required services and estimate the time needed to prepare your home for sale. If family members are available, they are more than welcome to participate in the discussion either in person or through virtual means.

Step 2: Receive a Free Quotation and Agreement

After the in-home consultation, we will provide you with a free, no-obligation quotation and agreement. This documentation will outline the services we discussed and the associated costs. Take your time to review it thoroughly, and when you're ready to proceed, simply sign the agreement to initiate the next steps.

Step 3: Collaborative Planning

We understand that every senior's downsizing and moving needs are unique. That's why we will work closely with you, scheduling meetings to discuss, plan, and coordinate all the tasks necessary for a successful transition. This may include:

• Retirement Home Exploration: If you're considering a retirement home, we can accompany you on visits to various options and provide valuable insights.
• Realtor Selection: We can assist you in finding and selecting a reputable realtor, offering support during consultations with different agents.
• Sorting Personal Items: Together, we will determine which furniture and personal belongings will accompany you to your new home. We'll also discuss options for gifting, donating, or selling items that won't be moved.
• Mover Recommendations: We can provide recommendations and support in hiring a reliable moving company to handle the logistics of your move.
• Organizational Preferences: We'll work with you to understand how you would like your items organized in your new home, ensuring a smooth transition.

Step 4: Downsizing Process

Once we have a clear action plan, we'll initiate the downsizing process. This may include various tasks such as packing, arranging for the gifting, donation, or sale of items, running errands, and deep cleaning your home to prepare it for sale.

Step 5: The Move

On moving day, our aim is to make the transition to your new home as smooth and efficient as possible. We'll coordinate the logistics, ensuring your belongings are safely transported