Solo Agers: Leaving Possessions to Heirs

Keep the memories. Lose the stuff. Our Life Plan Community clients tell us that solo agers want to move into their communities, but not knowing what to do with their valuables and their lifetime of belongings gets in the way.


With no heirs on the horizon, solo agers especially are concerned about what will happen to their valuable collections like fine art and estate jewelry.


That’s where we come in.


As partners in the home-transition process, we become an extension of your Life Plan Community. Let us help prospects gain your trust early on.


If you are interested in our services, let’s set up a time to talk. My email is bonnie@estateinventoryservices.com.


Virtual consultations are available.


Here's an interesting article about leaving possessions to heirs:

https://www.marketwatch.com/story/a-better-way-to-leave-your-possessions-to-your-heirs-from-an-expert-on-decluttering-11648758975?mod=mw_more_headlines