I remember when Vivian looked at me with eyes that would break any heart.
“Nikki, I’m really scared,”she said. “I had no idea how much there is to do. This is insane!”
I’d met with Vivian once before and now she was getting serious about the idea of listing her Oklahoma City house for sale and moving to a retirement community near her daughter’s home in Illinois.
But the full impact was upon her.
“This is unlike any move I’ve undertaken before,” she stuttered, clearly flustered. “My husband was in the Air Force and I’ve moved my entire family across the country several times and to a foreign country twice! But this move, well, it’s entirely different.”
I knew the answer, and she knew I knew, but I still asked what was stressing her the most.
“It’s like I’m closing out a life,” she stammered. “There are so many people to talk to, so many calls to make, so many papers to sign!”
Vivian’s situation is similar to what many adults 55+ encounter when making a late-in-life transition. It would be overwhelming to anyone, but when you’re in you’re eighties and trying to handle the entire deal alone…well, it can be far too much.
Here’s the short list of service professionals one may need when downsizing:
- Move managers
- Estate liquidators
- Moving companies
- Insurance agents
- Utility companies
- Storage facilities
- Senior community locator services
- Home repair contractors
- Wealth advisor/financial planners
- Title/Escrow companies
What Vivian hadn’t fully come to understand yet was that she was about to hire a real estate team (US!) to sell her house and that we specialized in downsizing moves! I explained to Vivian that OKC Mature Moves had already assembled (and vetted) a specialized team of professional service providers to help with her move and that one of OUR duties was to coordinate all the communication between them and her.
It was our job to handle many of the phone calls and assist her in working with both the new service professionals she required and those who were already part of her world (like her insurance agent, financial planner, etc.).
If you’re preparing for such a late-in-life move, I heartily recommend you bring aboard a real estate agent who specializes in working with adults 55+ and who has the education and credentials to prove it.
Should you choose to “go it alone,” I’ve written a guide called “Downsizing Made Easy” that details many of the considerations and questions you should ask when choosing service professionals, be they move companies, storage facilities, or estate liquidators, and beyond.
By the way, if you’re in the Oklahoma City area and would like to schedule a free consultation with us – the team at OKC Mature Moves – we’ll provide you a free copy of the guide.
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