Transition Planning

The decision to move out of a family home is a very personal and emotional process. Physical challenges, medical factors, distance considerations, and the involvement of other family members may contribute to a very stressful environment. Our professional resources can help.

A comprehensive plan is an essential part of a healthy adjustment.

1) A referral to a trusted transition counselor to assist seniors in their decision is available through our affiliations with professional associates in legal, finance, home care management, and placement services.

2) Once the decision is made to sell the property, the entire process is handled efficiently and professionally by Jake Edson utilizing his experienced resources. A step-by-step plan is implemented to make the preparation and sale process both stress-free and productive.

3) The plan will include determining the value of the clients’ home and involving all concerned parties in the process. Full marketing efforts will be available through the Multiple Listing Service, numerous real estate websites, advertising and professional photography to facilitate a successful sale.

The Transition Process

The right time to begin the moving process. 

Whether a downsizing empty nester or moving to a care facility, concerned family members often question the timing process to begin assisting with a move. Although the actual move may be months or sometimes years away, the emotional preparation begins much earlier.

A well thought-out plan and goals will ease the transition process. With careful planning and consulting with family, friends, lawyers, financial advisers and realtors, positive steps can be taken and a comprehensive step by step plan can help the family with their decision-making at the beginning stages of the move.

To Sell or Rent?

The answer to this question is dependent on each individual situation, whether there is a need for proceeds in order to move on or if to keep in the family, renting may make sense. Renting, however, may involve other factors such as rental income, taxes, mortgage payments, and maintenance costs. It is advisable to consult with an account or financial advisor for estate and tax considerations. Keeping the property empty pending family decisions is not advisable and a long term a vacant house or condo can be problematic.

Moving . . . Is it better to sell the house before or after the move to a new residence?

Showing the Home.

Preparing the home for sale usually includes decluttering and staging. As these required changes may be overwhelming for the older owner, and as such might best be accomplished after the current owner has vacated. A house on the market must be able to be shown with ease to accommodate buyer’s schedules and generate interest and multiple offers.

In addition, elderly sellers often have difficulty with early morning showings and may require 24-hour notice to show. Further, it is not advisable for the owner to be present during a showing and it may be difficult for the older owner to leave the property either for physical or cognitive reasons.



We are committed to making the transition easy, stress-free and seamless for clients and their families. For our clients who do not live locally, we supervise and provide every needed service. We will communicate with families and their attorneys throughout the move process and can alleviate the need for continuous long-distance visits to the property. This includes transitioning family members either locally or out of town, downsizing to a smaller residence, a 55+ community, or to an appropriate independent or assisted living arrangement.


The “Move”

Jake and his team take charge of all of the necessary steps to get the property ready for the market. Licensed professionals ensure that the property receives a total evaluation of what is needed.



To assist with client decision-making we provide a home inventory (print, video and/or photo) along with options including professional interior cleaning, drawer, closet and garage clean-out, exterior and interior maintenance as needed and services such as painting and landscaping. Depending on the condition of the estate property and the joint decision as to the extent of preparation required, a work budget will be presented to the client for approval.



Once the property is cleared and ready, our certified stagers will add the final decorating touches to make the property market-ready. Professional photography including Virtual Tours, Drone photos and floor plans will be added to the listing and marketing materials. Each property will be syndicated to over 500 Realty websites including,, Zillow, Trulia, Redfin, and In addition, the property will have extensive exposure on social media sights such as FaceBook, Instagram, and Twitter.


Closing the Deal.

10% of a real estate sale is finding a Buyer. 90% of the transaction is understanding, evaluating, and managing the offer(s) which often contain numerous contingencies and Colorado’s “legally approved” clauses. Counter Offers may be required and negotiations between the Seller and Buyer Brokers are often required. The “highest price” or a “cash” deal may not be the only important considerations. This is where experience really counts!

We manage the entire process of acceptance of the offer, understanding and requiring lender pre-approvals, tracking the loan deadlines, handling property inspections and appraisals, and working to a smooth closing of escrow through reputable Title Companies.