Mom’s Transition Readiness Plan — Downsizing and Move Planning

Learn more about starting moms plan

Mom’s Home Readiness Checklist

Before big changes come up unexpectedly, this checklist helps families notice the small signs that it may be time to plan ahead. It’s not about selling — it’s about making sure Mom’s home is safe, comfortable, and ready for what’s next.

Start With a Free Strategy Call

When It's Mom's Home

What’s Included in the Pro-Bono Pre-Engagement Phase

This initial, pro-bono stage is about clarity. No contracts. No pressure. Just help when you need it most.

  • Home Readiness Assessment: We walk the home and offer tailored recommendations for preparing it, repairs, updates, and strategies to maximize value.
  • Trusted Referrals: Vetted local professionals such as downsizers, estate-sale teams, contractors, and cleaners. There’s no obligation to use them.
  • Personal Property Guidance: Practical suggestions on what to keep, donate, or distribute, so you stay organized and avoid decision fatigue.

This free planning process ensures that when you're ready to sell, you’re not starting from scratch, and you’re never navigating alone.

When You’re Ready to List

Should you choose to sell with us, we’ll provide a clear, written agreement that includes:

  • Transparent Compensation: We only get paid when the home sells. No up-front fees.
  • Detailed Marketing Plan: Photography, MLS, targeted outreach, and contractor coordination if needed.
  • Timeline & Communication: Agreed key dates and consistent updates.

Nothing from the pre-engagement phase binds you to sign. It simply gives you tools and information to move forward with clarity and confidence when the time is right.

Step 1: Home Transition Readiness Checklist

If more than 3 boxes are checked, it may be time to start planning. Submit the form below to request help.

Condition & Maintenance

This section helps identify areas that may affect comfort, safety, and the home’s long-term value. Check all that apply.

General Condition

Major Systems

These core systems keep the home functional and safe. Routine checks help prevent costly issues.

HVAC (Heating & Cooling)
Roof
Plumbing

Flooring

Damaged or worn flooring can create trip hazards or affect mobility.

Outside Walls & Exterior

Exterior wear can expose the home to moisture or pest issues. Look for visible damage.

Safety & Accessibility

Daily Living & Personal Well-Being

Checked: 0 Complete the checklist. If over 3, request help.

Step 2:

Ready to start Mom's Transition Readiness Plan?
Tell us a little about the situation and we'll contact you. Shares the inspection report

Estate & Property Guidance

Navigating the days following a loss is overwhelming ... Tell us a little about the current situation so we can provide the specific local resources and property guidance your family needs right now.