LANCASTER ESTATE SOLUTIONS HELPS FAMILIES OVERCOME OBSTACLES WITH LIFE’S TRANSITIONS

When considering how to live out your golden years, there are many things to consider! Everyone can benefit from having an estate plan developed under the guidance with an expert advisor. Once you’ve put in the hard work to make that plan a reality, actually making the transition can be daunting and is not regularly included as a component of a typical “estate plan”.

Our single focus is helping families overcome obstacles when dealing with life’s biggest transitions. We have a Solutions Team of experts ready to help you develop a transition plan, a strategy, and deliver you the results you want based on your goals & timeline.

When you and your family are facing 1) the need to settle an estate after the passing of a loved one, 2) a senior in need to transition to an assisted or long term care community, or 3) the need to downsize to a more manageable living situation, you’ll likely want some assistance or guidance on your available options to make the transition smooth. Some transition situations aren’t planned, or happen sooner than you thought, according to your estate plan. Health changes and accidents are just a couple of situations that may drive the need to make a transition.

Faced with making a move, there are plenty of decisions to make that can impact you and your family’s financial goals, time and energy, and the legacy you’re hoping to leave behind. We can help guide you through the decision-making process when dealing with personal property, real estate, and the unknown challenges that will come up along the way. From clean out crews & personal property sales to real estate options from selling to renovating and passing along the property to other family members, we help you find & implement the resources & solutions that best fit your situation.

One call can handle it all!

Our first step is to schedule a strategy session where we’ll gather all of your needs, address your immediate concerns, and most importantly understand the goals you’re looking to achieve. Our team lays out a strategy with options to get you to where you want to be and you choose what you want to do. It’s much easier than going it alone.

Every strategy session comes with a FREE strategy guide to help you organize and plan out your transition.

Our DIY Gold package gets you a custom detailed strategy plan document including expert resource plan, introductions to the the Solutions Team, detailed time plan, and a transition support specialist designated to answer your support questions.

Our DIY Platinum package includes the Gold package plus a tips and training manual, video training course access, help with reviewing your scope of services and negotiations with preferred partners, and preferred access to support.

With the Concierge package, you get to focus on what’s important to you and let us take care of the coordination and heavy lifting. You make the decisions, and we take care of it all!

Transition Planning

DIY– Gold

• Custom detailed strategic plan document

• Preferred partner contact introduction for each step of the plan

• Estimated time plan to execute the strategy

• Transition support specialist designated to be your client support contact

$299

DIY– Platinum

• Everything included in Gold package plus:

• Customized tips and training manual included

• V ideo training course access

• Scope review and negotiation assistance with preferred partners

• Priority access to support

$599

Concierge

• Done for you execution

• We take care of all coordination, management and details associated with the plan

• Dedicated transition manager to be your 1- point of contact for all communications

Custom Per Client

EVERYONE receives a FREE basic strategy guide as an output of your strategy session! Schedule Your FREE Strategy Session