Seniors &
Estates
Honouring the past.
Preparing for the future.
We know that selling a home for a Senior takes extra care. It’s not just about getting your house ready to sell; it’s about looking back on all the memories that your home holds and looking forward to the next chapter in your life. We’re proud to offer an extra level of attention and care. And it’s a process we feel privileged to be a part of.
As Accredited Senior Agents (ASAs), we know about:
✔ Tax law
✔ Capital gains
✔ Wills and trusts
✔ Supporting clients’ plans for retirement, adult lifestyle living, or long-term care reliant on their home sale
Considerations
Overwhelm and Emotional Toll: Downsizing can be an emotionally charged process. Seniors may feel anxious about leaving a home full of cherished memories and face the challenge of starting over. It's more than just a physical move—it's a significant emotional transition.
Resource Requirements: Seniors and their families may require specialized resources to manage downsizing effectively. This includes professional organizers, senior-focused moving services, and legal advisors for estate and wealth planning.
Complex Support Network: The downsizing process involves a diverse support network, including family, caregivers, senior care professionals, organizers, and unpackers. This network is vital in easing the transition and addressing various needs.
Respecting the Senior’s Autonomy: Ensuring that the senior maintains their voice and autonomy throughout the process is crucial. Discussions should include the senior's wishes and preferences, not just those of family members.
The level of professionalism from the KB Team is outstanding. I was dealing with an emotional estate sale and purchase which required a lot of understanding and patience on Irene’s side. I am so grateful to Irene and her entire team for getting my family through this very difficult sale and purchase.
J. Foch
Our Approach
Comprehensive Understanding: A deeper understanding of the downsizing process is essential. Senior agents with specialized knowledge can offer valuable insights into emotional, logistical, and financial aspects of the transition.
Planning and Wealth Management: The focus should be on future planning, wealth management, and legal considerations rather than medical aspects. Ensuring these elements are handled smoothly can greatly ease the transition.
Right-Sizing: Moving from a larger family home to a smaller space, such as a condo, involves more than just relocating belongings. It’s about transitioning a lifetime of memories and finding a new community that fits current needs.
Community Integration: Helping seniors find a community where they feel at home is essential. This could be a smaller home in a familiar neighbourhood or a retirement community with amenities that support their lifestyle.
Let us help you and your family:
✓ Develop a plan that identifies next steps and reduces financial burden
✓ Prepare your home to sell
✓ Identify items to keep
✓ Contact organizations for items to be donated
✓ Stage your home to it looks its best
✓ Achieve the highest price possible
✓ Help you and your family move on to your next home
