Thursday, June 12, 2014

Angels' Story: How We Help Seniors and Their Families Arrange a Move and Sell a House

by Michele Moon

Angela called us the other day. She was worried about her 77-year-old mother, Lois, who resides in Oviedo and had been showing signs of quickly slowing down and perhaps being unable to remain living on her own in the two-bedroom ranch she's owned for the past two decades.

Lois had been spry and energetic until a couple of years ago when Angela – who lives far away in Maryland – had visited Mom for the holidays and noticed signs that she wasn't eating properly and was unable to maintain basic, household chores like cleaning, laundry and the usual, mundane tasks.


Concerned, Angela had arranged for visits and help from an Orlando home health care company and that seemed to help. But recently the company alerted Angela that her mother seemed to be deteriorating and suggested that she begin investigating other options: specifically moving her mother to an Orlando assisted living facility.

She quickly jumped to the phone and Internet, began researching and calling Central Florida retirement communities and immediately came face-to-face with what was quickly growing to an overwhelming task.

How could she – hundreds of miles away in Baltimore – properly handle everything that needed arranged and investigated before transitioning her mom to an assisted living community? On top of the geographic constraints, she groaned at the things that needed accomplished.


To help with financing the care at the senior community, Lois' house needed to be sold. And there were a wide variety of other financial issues that also needed addressed. Angela discovered she needed to work with her mom's financial adviser, hire an elder law attorney, handle Social Security and pension issues, hire a good real estate agent, manage an estate auction, hire a trash hauling company, arrange for storage, work with a handyman to fix the house in preparation for a sale, and countless other issues.


Then there were all the emotional and family problems: How could she convince her mother to make the move, especially when Lois broke down, cried, and adamantly refused. Angela's brother – who lives in Texas – was also against the idea and he and Angela had exchanged heated words about the entire problem. She needed help in explaining the entire, broad picture to her family. But where could she start?

That's when Angela called us. She came across our information online and chose to reach out to my partner – Lisa D'Aloise – and I at the Estate Conversions Team of KellerWilliams Realty.

She noted that not only were we experienced Orlando and Oviedo real estate agents, but we were Certified Senior Housing Professionals and highly-trained and experienced in working with seniors and their adult children when the time came to sell the house of an older adult.

Beginning preparations to sell the house was Angela's first priority, but she wanted to know what kind of help we could offer with all of the problems mentioned above.

Our answer? All of it.

That's what we do. As Certified Senior Housing Professionals of The Seniors Real Estate Institute, selling homes for seniors is our specialty. But we go far beyond that. Our training and experience has shown us how to help caregiver families work their way through a process that can be so overwhelming during a late-in-life move for their Mom, Dad, or other loved one.

That includes sharing ways to bring the family to consensus, what to look for when choosing an Orlando retirement community, checklists for the entire move process, help and recommendations in what assisted living communities may be right for you, guidance in finding the right professionals (like attorneys, guardians, probate specialists) and other necessary vendors like estate auctions, movers, and plenty more.


Most importantly, we are trained to do far more than just refer you to these other providers. Instead, we serve as the hub of your entire move, managing everyone involved from start to finish.

Our primary goal is to be your advocate and partner and help a senior through this late-in-life move with dignity and the least amount of hassle possible.


For information and a chat concerning your unique situation, contact us for more information.



No comments:

Post a Comment