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  • Writer's pictureNancy Moeller


You worked hard to build home equity over the years. Now, you may find yourself or your parents in a house that's just too much work. It may be time to downsize, move into a retirement community, or move closer to family. However, the idea of going through decades of accumulation and getting the house ready to sell can be daunting.

Having worked with hundreds of families in similar situations, we found that our breadth of services needed to be such that we are doing the heavy lifting by managing the entire process for our client's and their extended family.

Here are the services we recommend you engage with us or your trusted Realtor.

  • Create an immediate or long-term transition plan for your next home.

  • Help you locate your next home or senior living community.

  • Offer advice on the most cost-effective maintenance and improvement projects that will maximize the net sales price of your home.

  • Organize the contractor bids and oversee all of the work.

  • Help you plan what possessions to keep, give away, and donate. Recommend the right estate sale company or consignment shop if needed.

  • Recommend the right listing price for your home based on recent sales comparables and current market conditions.

  • Represent you as your exclusive real estate advisers. The buyer will have their own agent. Attend showings, inspections and appraisal and be your advocate in all matters.

  • Walk you through every step of the process. You will never be alone wondering what happens next.

  • Provide referrals to qualified professionals who may be able to assist in other areas.

In addition, we'll discuss:

  • Aging in place options (home improvement / home care)

  • Rightsizing and keeping your low property tax base (the new Prop 19)

  • Transitioning to adult or assisted living communities

  • Minimizing capital gains and estate taxes

  • Family estate planning to avoid probate and save money

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