Goal: make sure everyone is on the same page before decisions get expensive (or stressful).

• Confirm the “why” (downsizing, safety, health, proximity, finances, estate planning)

• Identify the decision-makers (your parent, POA, trustee, executor, siblings)

• Agree on the timeline and ideal outcome (price vs speed vs certainty)

• Set communication expectations (who gets updates, how often, and how decisions are made)

Common win: one point person + one group thread/email = fewer misunderstandings.

Goal: avoid last-minute surprises that delay a sale.

• Confirm legal authority if applicable (Power of Attorney, Trust, Estate/Probate status)

• Locate key documents: deed, HOA/condo info, mortgage statement, recent tax bill, insurance

• If the home is in a trust/estate, confirm who can sign and what the process requires

If you’re unsure—this is normal. The key is confirming it early.

Goal: decide the best path—without guessing.

We typically evaluate 3 scenarios:

• As-is (fastest, simplest)

• Light refresh (high-impact improvements only)

• Full presentation (repairs + staging for maximum demand)

You’ll get a clear recommendation based on market data, the home’s condition, and your family’s bandwidth.

Goal: reduce the chaos by prioritizing what matters.

• Triage the home: safety items first (roof leaks, active water issues, hazards)

• Choose the right level of prep (don’t over-renovate unless the numbers support it)

• Organize vendors, repairs, cleanout, donation, and staging—on a timeline that’s realistic

Tip: “Perfect” isn’t required. Strategic is.

Goal: help your parent feel in control, not pushed.

• Keep your parent involved in choices that matter to them

• Use a “keep / donate / sell / trash” system to reduce decision fatigue

• Build in time for memory moments (photos, keepsakes) before major cleanout

This is often the hardest part—and it deserves patience.

Goal: maximize results while minimizing stress.

• Pricing and positioning based on today’s buyer behavior

• Marketing that highlights value and attracts qualified buyers

• Showing plan designed to respect the home and your parent’s comfort

Goal: protect the outcome, not just the price.

• Negotiate terms that reduce risk (inspection strategy, appraisal plan, timelines)

• Coordinate closing details and move-out timing

• Plan for utilities, final clean-out, donation pickup, and key handoff