When possible, begin the conversation before a health event, maintenance problem or deadline forces an immediate decision. More time usually means more choices and less pressure for everyone involved

A successful plan begins with your parent’s needs, wishes and preferred pace. Even when family members are providing substantial support, your parent should remain involved in decisions to the fullest extent possible.

• What is working well in the current home?
• What is becoming difficult, unsafe or expensive?
• Does your parent want to remain in the same neighbourhood?
• Would a more manageable home meet their needs?
• Is a retirement residence being considered?
• Who will gather information and attend appointments?
• Who has authority to make legal or financial decisions if required?
• What timeline would feel realistic?
• Which professionals may need to be involved?

Transitions can become confusing when several people are helping but responsibilities are unclear. It is useful to identify who will communicate with professionals, organize documents, attend appointments, help with belongings and keep other family members informed.

I can help your family understand the home’s current market value, likely preparation needs, neighbourhood conditions and possible selling timeline. If remaining in the home is still being considered, we can also discuss the real estate implications of staying versus moving

• Remain in the present home with modifications or services
• Move to a bungalow or main-floor-living property
• Choose a condominium or lower-maintenance home
• Move closer to family
• Explore a retirement residence

• Facilitate an initial housing and real estate conversation
• Explain the selling and purchasing process
• Provide a market evaluation and preparation plan
• Develop a realistic real estate timeline
• Coordinate communication with designated family members
• Help search for a more manageable home
• Coordinate the home sale with a residence move
• Connect the family with appropriate outside professionals

• Legal authority, powers of attorney, estate matters, taxation, investments, healthcare and care requirements fall outside a REALTOR®’s role. Families should obtain advice from the appropriate legal, financial, tax and healthcare professionals. I can coordinate the real estate portion and work alongside the professionals your family selects.

You Do Not Need to Have Everything Figured Out

A family conversation can help organize the questions, identify the decisions ahead and determine which professionals may need to be involved.

Arrange a Family Consultation