Estate Management/Planning          

Senior Life Management can assist you in the planning of multiple life pieces:

ESTATE MANAGEMENT

  • Creating a map to work with clients looking at all aspects of their situation.

  • Working with clients to manage single family estates up to large properties, investment properties and multiple homes through-out the globe.

  • Helping to manage assets that are unique and require personal attention and working to create value and return.

  • Complicated estates: Multiple family members, continuation and succession of family businesses - working with attorneys to keep businesses, assets running and creating evaluations and buy-out structures within extremely complicated situations, working hand in hand with conservators, fiduciaries, family representatives and attorneys to oversee the assets of the estate and managing and creating value from distressed scenarios.

HOME MODIFICATIONS

  • Looking at your home to evaluate safety and security, and plan modifications and repairs and evaluating costs, necessity and return on investment.

HOUSING TRANSITIONS

  • Creating a more detailed plan from start to finish - what is going to the new place, downsizing and moving, cleaning out the home and liquidating the estate.

SENIOR FACILITIES MANAGEMENT

  • Helping provide on-call or regular services to facilities to remove items after a client moves out, renovating units that are vacant and upgrading amenities - or on-call help for staffing needs or emergency maintenance.

“Helping Create Your Senior Plan From Start to Finish”