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The Catalyst Group can help.
We
partner with certified senior move managers to plan, organize and
implement the transition process. This will typically include most or
all of the following:
Residential
change
- Perform complete transition analysis of current and future
home premises with emphasis on emotional significance and comfort.
- Inventory and document all valuable personal property and
arrange for professional appraisal if needed
- Arrange to secure any easily-mislaid valuables
- Create detailed pack /move / unpack / setup project plan
- Arrange for gifting, sale, donation or storage of significant
items
- Arrange for sale, donation or storage of valuables
- Arrange for disposal of remaining furniture & possessions
- Arrange for cleaning, painting and preparation of new
both old and
new homes
- Arrange for care or adoption of pets
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Financial
Documentation and Organization
- Collect and organize all existing financial and personal
records
- Identify, verify and document all financial and other assets
- Identify, verify and document all liabilities
- Research lost or abandoned property
- Systematize all paperwork to ease ongoing management
- Review all estate planning and personal wishes documentation
for possible updates or additions
Administration
- Notify all appropriate parties of change in
residence and status
- Apply for any federal, state or private benefits due
- Insure that all legitimate bills are paid and all moneys due
are received
- Remove client from all mail and phone marketing lists
- Close any unneeded accounts; initiate credit freeze
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For seniors, scaling down to a smaller residence or a
more
supportive housing environment is a rite of passage that is often
fraught with stress and feelings of being overwhelmed by difficult and
sometimes painful decisions and mountains of detail.
Reluctance to impose on loved ones (even if one is
lucky
enough to have them on the same side of the continent) adds to a sense
of frustration and paralysis. The result is usually delay in initiating
actions that are required to maintain and even improve one’s quality of
life, sometimes with unfortunate consequences for mental and physical
health.
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