Downsizing & family transitions

When the house has become too much, you don’t have to figure it out alone.

I help homeowners who are ready to rightsize, and the sons and daughters helping them, take the next step at a pace that feels right.

For adult children

Maybe something changed fast. A diagnosis, a fall, or a visit where you realized Mom or Dad shouldn’t be managing the house alone anymore. Now you’re the point person, on top of your own family, your job, and everything else.

I’ll take on the parts you don’t have the bandwidth to learn. That means getting the house ready to sell, handling the paperwork, and keeping every piece moving. If your family is already working with a senior placement consultant, I’m glad to work right alongside them. And I’ll treat your parent with the patience and dignity you want for them. You’ll always know where things stand.

For homeowners

“I don’t know how to start.” “I’m not ready yet.” “There’s so much to figure out first.” I hear these all the time, and they make sense. Usually it isn’t that you don’t want to move. It’s everything that has to happen before the move: where you’ll go, what to do with years of belongings, getting the house ready, timing, and family.

My job isn’t to rush you into selling. It’s to lay out what comes first and give you a place to start, even if that’s months before you’re ready to list.

How it usually goes

  1. A conversation.We talk about where things stand, what worries you most, and your timeline. No commitment.
  2. A plan.I lay out the steps in the order they need to happen, so you can see the whole picture.
  3. Selling and moving.I handle the sale and keep you informed at every step, from listing to closing.

What families say

“My cousin is a realtor in Las Vegas and offered to help find a local realtor for me, as I was dealing with some family health matters. My cousin interviewed five local agents and recommended Lisa… From the very beginning, I felt I connected with Lisa. She totally understood my needs and did everything in her power to meet those needs. She has a great sense of humor, which I feel is important, always kept me informed on what was happening, and was always readily available.”

Nancy, Orange County, CA

“I came to know Lisa after a very good friend of mine passed away and I became the trustee of her estate. Throughout this whole process, she was not only helpful but extremely kind and understanding. She went above and beyond as we walked through this whole process. Lisa even traveled 6 hours to come to Georgia’s ‘Celebration of Life’, which is a testimonial of her compassionate nature… I was the trustee handling this sale for a good friend of mine and I could not have received better service. If I called her she almost always answered the call, if not, she would call me right back. There was never a time that she was not pleasant and helpful… Lisa is what anyone would want in a Realtor and so much more.”

Kim, Fair Oaks

“Very professional and knowledgeable agent. Great work ethic and communication skills.”

Laura, selling her mother’s home
A note on taxes and property transfers. Downsizing often comes with questions about property taxes, including Proposition 19’s rules on transferring a tax base, as well as capital gains and estate or trust matters. I can explain how the process usually works and point you in the right direction, but I’m not a tax advisor or attorney. For decisions like these, please talk with a qualified professional.

Ready to talk it through?

There’s no commitment and no rush. We’ll start with where things stand today.