The Senior Transition Program

A structured program for older homeowners in Grants Pass and the Rogue Valley, and for the families helping them decide.

Schedule a free coffee visit


A later-life move runs on a different clock than an ordinary sale. The timeline gets set by a health change or a care opening rather than by the spring market. Legal authority often sits with a trust, a power of attorney, or an estate. Sons and daughters are frequently coordinating from three states away. The Senior Transition Program organizes the housing piece into one sequence, beginning at your kitchen table. I hold the SRES designation from the National Association of Realtors, an uncommon credential in this market. The program reaches well past where a standard listing appointment stops. The unique and best-in-class pieces are marked below.


What’s included

 
Kitchen Table Visit Thirty free minutes at your house, or a cafe if you prefer.
Home Value Report What the house is worth today as it stands, what it would bring after specific repairs, and repair costs weighted for impact.
Option Comparison
Unique offering
Sell, hold, rent, gift, or stay and modify, each one priced out in dollars.
Oregon Program Check
Unique offering
The state property tax deferral, subsidized in-home care through Oregon Project Independence, and home modification grant money, each with its local contact.
Legal Authority Coordination
Unique offering
Trust sales, powers of attorney, and probate, coordinated with your attorney or fiduciary so the sale can’t be challenged later.
Client Led Family Updates
Best in class
You choose who hears what and how often, and that schedule stays yours to change at any point.
Vendor Coordination
Best in class
Senior move managers, estate sale teams, contractors, and cleaners, scheduled and supervised through one point of contact.
Room-by-Room Downsizing Plan
Unique offering
A room-by-room plan paced to what is possible with existing resources and timeframes.
Distance Family Support
Best in class
Written updates on a set cadence, electronic signatures, and local coordination for sons and daughters living out of the area.
Direct Access to Jamie The same person from the first coffee through the last box, with a reply within 24 hours, evenings and weekends included.

How it works

First visit: I come to your house, or meet you at a cafe, for thirty minutes. You describe what is changing and what concerns you. I ask questions and listen.

The plan: You get the house valued and the options priced out in dollars. Every Oregon program that fits your situation gets identified by name, with its local contact. Some families sit with this for a year before doing anything. That is a normal place to pause.

Preparing: Vetted local vendors handle repairs, cleaning, and sorting on a schedule you set. I manage them, so you keep one phone number.

The sale: Listing, showings, and negotiation run with your attorney or fiduciary looped in wherever legal authority requires it, and with family updated on the cadence you chose.

After the move: The equity gets explained in writing, so the next decision gets made with the actual numbers in front of you.


Guides available now

These are in the Resource Library, free to read:


The expertise without the program

The Senior Transition Session runs 45 minutes and produces a written Transition Plan: your property valued, every option compared on paper, and a suggested way forward specific to your family and your timeline. It costs $200.


Schedule a free coffee visit