A sacred, full-service transition for families navigating dementia, Alzheimer’s, long-term care, and senior relocation — blending emotional support with practical guidance.
There’s no easy way to move a parent — or any loved one — into care.
Whether it’s assisted living, memory care, or nursing care…whether it’s after a diagnosis of dementia, Alzheimer’s, or simply the challenges of aging…
It’s a decision wrapped in grief, guilt, and a thousand invisible weights.
And it’s not just about finding the right facility.
It’s about:
What to do with the home they’re leaving behind
How to honor a lifetime of belongings
How to navigate family conversations without conflict
How to protect their legacy while making urgent decisions
No one prepared you for this.But here you are — carrying it anyway.
That’s where we come in.
At Heirloom, we walk alongside families navigating the delicate transition of moving a loved one into care — bringing compassionate guidance, steady leadership, and sacred respect for their story.
We’re not just real estate agents.
We’re a comprehensive senior transition partner — blending logistical coordination with deep emotional intelligence to honor both the person and their legacy.
Here’s how we carry the journey with you:
Closure
The Heirloom Party™ (in-person or virtual): guided ceremony for emotional closure
Property walkthrough and family alignment session
Cleanout planning and heirloom cataloging
Donation, distribution, or storage coordination
Emotional context gathering to reduce future conflict
Clarity
Property assessment + family priorities intake
Legal alignment: title search, DOD appraisal, probate process sync
Strategy sessions to explore options:
Virtual renovation vs. physical repairs
Investor offers vs. market listings
Seller financing, repair credits, or hold strategies
Risk and timeline forecasting
Decision facilitation across heirs
Completion
Listing prep: staging, photography, virtual design (if needed)
Pricing strategy + offer evaluation
Contract-to-close coordination with agents, vendors, and attorneys
Ongoing communication with all heirs
Final walkthrough or sacred send-off
Optional: charitable giving plans, post-sale grief support
Every stage is led with empathy, backed by systems, and designed to give you emotional and logistical relief.
Full-Service Support for Inherited Property Transitions
You don’t have to come back. We handle it all.
Out-of-state coordination
Estate cleanouts
Heirloom cataloging
Virtual renovations
Probate & trust support
Agent + vendor management
HOA, lien, or permit resolution
Full-service listing + sale
Whether it’s across town or across the country, we’ve built the systems to make this seamless for you.
Heirloom Party Highlight
Before we clear it out, we hold space for what matters most.
Grief doesn’t follow a checklist. That’s why we created the Heirloom Party—a gathering that lets your family share stories, celebrate memories, and find emotional closure before anything is moved.
It’s a moment of meaning.
Whether it’s across town or across the country, we’ve built the systems to make this seamless for you.
Trained over 1100 agents across the U.S.
Certified Inherited Property Experts (CIPE)
Backed by attorney referrals + vendor partnerships
We don’t just serve families—we set the national standard.
When Isaac inherited his late brother’s luxury condo, it wasn’t market-ready. The property was mid-renovation, filled with his brother’s belongings, and layered with memories too heavy to sort alone.
After over a year of trying to maintain it, Isaac knew he needed support… not just with logistics, but with legacy.
What we did:
Assembled a dedicated concierge team to manage every detailCoordinated donation, sale, and respectful cleanout of personal itemsUsed virtual renovation visuals to showcase the condo’s full potentialStrategically prepared and marketed the property in a shifting buyer’s marketNegotiated buyer credits down from $130K to $56K, preserving Isaac’s equity and peace of mind
Lesson:
When a home holds both memories and unfinished plans, families need more than a real estate agent — they need a trusted guide. With the right stewardship, it’s possible to honor the story and protect the future, even in the most complex transitions.
When Mike and Noah inherited their family’s property, it wasn’t just the memories they had to manage… it was a home in need of serious attention.
The roof. The piping. The pool heater.
The house was filled with belongings and weighed down by repair needs… all while a ticking HOA timeline loomed in the background.
What we did:
Guided a full-service cleanout, cataloging, and preparation processPartnered with trusted vendors to assess and prioritize critical repairsCoordinated professional cleaning and photography to show the home’s full potentialNegotiated significant buyer repair credits — protecting the estate’s valueExpedited HOA approvals to avoid costly closing delays
Lesson:
When families inherit more than they bargained for, the right stewardship makes all the difference.With strategy, reverence, and clarity — we help families move from overwhelmed to onward, without carrying the chaos.
Miguel’s mother, who had dementia, was left alone for two days after his father passed unexpectedly.
What we did:
Emergency cleanout + care placementAssisted living coordinationAs-is sale with full respect to the family’s needs
Lesson:
When health is fragile, time matters. We help families act quickly and gently.
Erika inherited the family home after losing both parents and a sister in 18 months. She felt frozen.
What we did:
Cleanout + heirloom catalogingVirtual renovation to boost market valueManaged a low-lift, high-value sale
Lesson:
Grief needs space. So we carry the process while families catch their breath.
After 20 years of silence, Laura and her siblings inherited a reverse-mortgaged home on the brink of foreclosure.
What we did:
Served as a neutral third partyFacilitated calm, aligned decision-makingProtected the property and led a smooth sale
Lesson:
When families can’t communicate, we become the bridge.
While the estate sat in probate, an investment property was broken into and severely damaged.
What we did:
Secured and cleaned the homeGuided through a sensitive as-is saleProtected her time, peace, and equity
Lesson:
Vacant homes need fast action. We help prevent small issues from becoming big ones.
From uncertainty to resolution. Your path forward starts here.
This next step doesn’t have to feel heavy
You’ve carried so much already. Let us take it from here.
We’ll meet you with reverence for your loved one’s story — and steady guidance for the journey ahead.
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