Care-Transition Seller Playbook: Senior Transitions & Listing Prep

Be the agent families call when it’s time to move Mom.

Senior moves, estate sales, and care transitions are some of the most emotional – and profitable – listings in real estate. But they’re also the ones most agents quietly avoid because they feel messy:

• “We don’t know which assisted living or memory care place is right.”
• “We can’t pay for renovations upfront.”
• “The house is outdated and full of stuff.”

This Lunch & Learn is designed to help you become the go-to Care-Transition Agent who can say:

“I know where Mom can go, how to pay for it, and how to get the house ready without your family writing a big check.”

Join Next Step Transitions – Family Advisory and JCC Concierge to learn how to support families through both sides of the transition:finding the right community and unlocking funds from the home.

~45 minutesPresented by: David Haack, Founder – Next Step Transitions, Family Advisory

David and his team have helped hundreds of families navigate late-in-life moves and care decisions. They act as local Family Advisors, helping families match Mom’s needs with the right setting – from independent and assisted living to enhanced care, memory care, and adult family homes.

You’ll learn:

• Why senior and care transitions are different from typical moves
• How Family Advisors interview families to understand care, social, and budget needs
• How they narrow down and match seniors to vetted local communities, and coordinate tours
• How the fee structure typically works (often no upfront cost to families, paid by the community)
• How you, as the agent, can plug David in as your care-placement expert while you stay in your lane

You’ll walk away knowing how to talk confidently about where Mom can go next without pretending to be a medical or care expert.

~45 minutesPresented by: Scott Miller, Owner – JCC Concierge

Featuring Agent Panelist: Laura Henderson, Designed Realty – Senior Transitions Specialist & Elizabeth Avery, REMAX Northwest

Once families know where Mom is going, the next question is:“How do we pay for it, and what do we do with the house?”

Scott and the JCC Concierge team specialize in fix-now, pay-at-closing renovations for life-event sellers: seniors, estates, divorce, and distress. They handle minor to major updates with $0 due upfront, backed by three performance guarantees.

Then we’ll bring it to life with agent panelist Laura Henderson, a listing specialist who focuses on senior downsizing and care transitions. Laura will share how she:

• Uses JCC Concierge as part of her listing presentation
• Sets expectations with adult children and siblings
• Positions herself as the “care-transition quarterback,” not just another agent

In this session, you’ll learn:

• How to introduce home prep without overwhelming seniors or adult children
• How JCC funds and manages renovations and clear-outs, then gets paid at closing
• How their guarantees (minimum extra profit, no change orders, on-time completion) reduce risk for families
• Real-world case studies, including a hoarded home that generated $375,000+ in additional proceeds for care
• How Laura structures conversations and marketing to consistently win these listings

You’ll see exactly how to show families side-by-side scenarios: sell as-is vs. improve with JCC, and how that impacts the money available for care and retirement.

Every attendee will receive:

• Senior Care-Transition Home Sale Plan PDF (Lead Magnet) A done-for-you “Care-Transition Home Sale Plan” you can co-brand and use at listing appointments or in your database. It walks families through how to fund care from the home without writing big checks or living through a remodel.
  
• $2,500 JCC Concierge Project CreditA project credit you can offer on a future JCC Concierge project as an added value to your clients.
  
• Next Step Transitions Resource Packet Including a Senior Move Planning / Community Selection Checklist you can use in conversations with families and at care-transition appointments.
  

This event is perfect for:

• Real estate agents who serve downsizers, estates, or older homeowners
• Agents who want to specialize in life-event sellers (senior moves, care transitions, divorce, distress)
• Brokers/team leaders who want their agents better equipped for family-led transactions
• Anyone who wants to add more value, clarity, and compassion to their listing strategy

You’ll leave with:

• A clear way to talk about care options and placement (via David & Next Step)
• A funded renovation and sale plan to unlock more money from the home (via JCC Concierge)
• A plug-and-play Senior Care-Transition lead magnet you can use immediately with your database and at listing appointments

The event is free, but space is limited so we can keep it interactive.

Lunch and networking included.

Reserve your seat today and start 2026 as the Care-Transition Agent families trust first.

Event Venue & Nearby Stays

Ridgewood Corporate Square – Ponderosa Work Club Room, 150 120th Avenue Northeast, Bellevue, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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