Senior Downsizing and Transitions Services

Moving and needing help clearing out your old house? The Estate Pros are a one stop shop for all your estate related clean out needs including junk removal, donation services, basic cleaning services and more!

The Estate Pros offer comprehensive junk removal services for all situations. Whether you’re just decluttering prior to your move out or needing a major full house clean out, our professional team can handle jobs of any size. We know that moving and dealing with junk and clutter can be stressful, so we offer customized solutions to meet your specific needs and goals. From old furniture, mattresses and appliances, to garage, attic, basements and even hazardous materials, we’ll help you achieve a stress-free clean out so you can leave your home tidy and ready for the new homeowners.

What about donating?

Yep, we can help coordinate charity donations as well! Estate donations are a great way to downsize your possessions quickly without the hassle of trying to sell everything. Donating allows you to dispose of your items quickly while guaranteeing the return value in the form of a tax deduction. Plus, just think of how many individuals and families you can help with much needed items! Not to mention, you will also be helping to protect the environment by keeping these useful items out of landfills. It’s a win for everyone!

After emptying your home, the Estate Pros will even clean up for you! Our dedicated team will broom sweep and vacuum your residence upon the completion of your home clean out. It’s the little touches that matter when you hire the Pros!

In a hurry?

No problem, the Estate Pros can get your clean out scheduled and handled within a couple of days from your initial consultation. We can generally get your items donated and your home cleaned out within 24-48 hours of reaching out to us.

Donation Management and Tax Benefits

If you have donated household items in the past then you probably know that you may qualify for a tax deduction, but how does it work? Let’s start by defining what charitable donations are:

A charitable donation, or charitable contribution, is a cash or non-cash (property) gift made to a qualified 501(c)(3) tax-exempt nonprofit organization. The donor may receive a reduction on their taxable income through their tax return as a result of their contribution.

Your non-cash donations of clothing, household goods, etc that are in “good” condition or better are entitled to a tax deduction, according to Federal law. The IRS requires that all charitable donations be itemized and valued.

When donating it’s important to keep and maintain all associated documentation that supports your charitable contributions. This will likely include donation receipts, acknowledgment notices, bank statements, photographs of donated items, or any other proof or related documents of your donations such as qualified appraisals or an IRS form 8283.

Keeping records of all related donation documents is critical in being able to prove donations made to charitable organizations while enabling you the opportunity to claim a tax benefit. The IRS has different record-keeping requirements for donations depending on the amount and type of your donation.

When enlisting the Estate Pros to handle your charity pick up and tax related documents, you’ll receive everything your tax professional will need, including a qualified appraisal report. Your appraisal will be completed by an experienced, licensed & qualified appraiser. We carefully examine and review each of your items. Our appraisal reports conform to the most recent Uniform Standards of Professional Appraisal Practices (USPAP) and the stringent requirements of the International Society of Appraisers (ISA) code of ethics and appraisal practices. Our credentials, procedures and documentation meet IRS standards. The Estate Pros will work with your tax professional to make sure you are able to maximize your tax deduction and meet all of the IRS requirements.

The Estate Pros work with a number of federally recognized and approved 501(c)(3) non-profit charity organizations including Habitat For Humanity, Furniture Bank, St. Vincent DePaul and others. Our strategic partnerships with these charities ensures you donated items will find a good home moving forward, helping those in need within your community.

Planning Your Transition

There’s a number of reasons seniors may decide to move from their current home including:

• The current home is either unmanageable or too big for your current needs
• Wanting to be free of maintenance and upkeep
• Moving to be closer to family or friends

This transition can be overwhelming and very emotional, bringing up memories (perhaps good and bad) that can lead to distraction, stress or even guilt at the thought of parting with family mementos or heirlooms. The involvement of adult children or siblings can present even more challenging situations with grown children who may disagree over who gets what, etc.

With all this being said, it’s important to develop a thorough plan for your move and a timely schedule that caters to the needs of all involved parties. The Estate Pros will design a customized moving, donation and clean out plan in order to meet your specific needs and goals, providing a smooth and stress-free transition experience.

Once you’ve created a timeline, make a plan that moves along efficiently. Your transition plan might include the following:

• Take inventory – Start with all of the larger items including furniture, etc and then focus on the smaller items like decor, accessories and personal items
• Take pictures – Photographing all of your items including the room location will help you better keep track of everything
• Go one room at a time – Going room-by-room will keeps things manageable so you don’t get overwhelmed
• Sort, sort, sort – Categorize everything and separate things by piles or rooms, etc creating areas for what you want to keep, sell, donate, etc
• Get appraisals on specialty items – High end or expensive items may require a professional appraiser so you can decide what you would like to do with them
• Decide what you want to keep, sell, donate and throw out – making these decisions early in the process will make the entire move go a bit faster and more efficiently

Working with Estate Pros

Moving into a new home can be very stressful when you don’t have the right resources. And for seniors in particular, moves can be especially delicate situations. That’s why our company is here to equip you with the senior moving services you need to remove the stress from your move.

Do you need to declutter, upcycle, resettle, or space plan first? Our experts in providing senior moving assistance can determine what you need first and why. Caring Transition move management services employ caring professionals to provide comprehensive assistance from planning to packing and beyond. Head on over and book a senior moving assistance consultation now.

Organizing and packing smaller items into labeled boxes and only prioritizing the essentials you really need is essential. The Estate Pros can assist in simplifying the packing process, making sure you strategically box and pack the items you’ll need for your new home.

• Free on-site consultation to discuss your family’s needs & timeline
• Tailoring a customized plan to help you decide what to keep, donate, and discard
• Full-service professional support to execute – packing & moving to storage, donation deliveries, and trash removal
• Expedient & efficient – coordinating & executing the handling of your loved one’s belongings in a single afternoon, sometimes in just a matter of a couple of hours
• All location types – residential homes, senior living facilities, senior community residences & more
• Specialized donation and IRS tax programs to help relieve any financial burden that may arise – eliminating the need to have an estate sale in order to generate the potential income necessary to ease your family’s transition