The Encore Transition Plan™
The Encore Transition Plan™
A thoughtful transition requires more than organization — it requires strategy.
The Encore Transition Plan™ is our structured, step-by-step framework designed to protect your time, assets, and peace of mind.
We provide:
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Customized transition timelines aligned with your goals
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Strategic, room-by-room downsizing guidance
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Estate sale and donation coordination
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Professional organizer oversight
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Vendor selection and supervision
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Move preparation and milestone management
Every decision is made with intention. Nothing is left to chance.
The White-Glove Relocation Experience™
The White-Glove Relocation Experience™
A seamless move is engineered — not improvised.
Our White-Glove Relocation Experience™ ensures every logistical detail is handled with precision and discretion.
We coordinate:
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Senior-focused, insured moving professionals
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Specialized handling of heirlooms, artwork, and valuables
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Floor plan planning prior to move-in
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Storage solutions when needed
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On-site supervision during packing and move day
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Post-move setup coordination
Your new home should feel settled — not overwhelming.
The Encore Community Advisory™
The Encore Community Advisory™
Choosing a senior living community is a major financial and lifestyle decision. You deserve clear guidance.
Through The Encore Community Advisory™, we help you evaluate:
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Independent living communities
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Assisted living communities
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Memory care environments
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Continuing care retirement communities
Our support includes:
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Personalized needs assessment
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Tour coordination and guided evaluation
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Contract and cost comparison support
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Future care planning discussions
You move forward informed — not uncertain.
The Independence at Home Network™
The Independence at Home Network™
For many families, remaining at home is the highest priority.
The Independence at Home Network™ connects you with carefully vetted home care providers while we help structure support around your needs.
Services may include:
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Companionship and social engagement
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Personal care assistance
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Meal preparation and household support
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Transportation coordination
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Medication reminders
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Transitional support after hospitalization
Independence is preserved. Safety is strengthened.
The Legacy Protection Collaborative™
The Legacy Protection Collaborative™
Estate planning is not simply paperwork — it is protection.
Through The Legacy Protection Collaborative™, we coordinate introductions to experienced estate planning attorneys to assist with:
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Wills and revocable trusts
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Irrevocable and asset protection trusts
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Durable financial powers of attorney
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Healthcare directives and medical POA
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End-of-life planning guidance
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Beneficiary alignment and trust funding
Your wishes deserve clarity. Your family deserves stability.
The Financial Confidence Circle™
The Financial Confidence Circle™
Financial strategy should reduce anxiety — not create it.
The Financial Confidence Circle™ connects you with advisors who specialize in:
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Retirement income planning
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Asset preservation
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Long-term care planning
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Medicare enrollment and strategy
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Social Security optimization
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Tax-efficient withdrawal planning
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Estate liquidity coordination
Your financial plan should support your next chapter with strength and flexibility.
The Real Estate Advisory™
The Real Estate Advisory™
Real estate is often the most significant asset in a life transition.
The Encore Real Estate Advisory™ provides:
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Strategic home valuation and equity review
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Concierge-level pre-sale preparation
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Discreet, targeted marketing
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Skilled negotiation and contract management
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Coordination with estate and financial advisors
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Guidance when purchasing your next residence
This is not transactional representation.
It is strategic advocacy
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