The Legacy Process

I’ve developed a proven 5 – step LEGACY process for property owners whose lifestyles have shifted. Their properties have become more of a liability than an asset. This process serves as the foundation for cementing your legacy. This is a simple and seamless transition to downsizing and starting on the next chapter in your life.

Confidently downsize and start on the next chapter in your life…

Step 1 – LEARN

To fully understand your problems, fears, and desires, we need to learn what your big WHY is – Why are you selling? Why now? Why is this the right move? We’ll work together to understand what’s currently going on in your life that is pushing you to make this change. We want to map out what features your current situation is lacking, and what you strive to have in your next property.

We’ll put pen to paper here. We’ll cover items such as location, size, and price. The great part about this is it’s fluid. While looking at properties your ideal vision may change. That’s ok!

It’s vital to understand as much as possible before getting started. We need to have a place to start or look. We also may come to terms that we aren’t a good fit for each other. It’s best to have this important conversation first. When we locate the ideal property, we know exactly where we are.

Step 2 – ELEVATE 

We’re all on the same page. We’re comfortable working with each other and we move onto the next step.

If you’re purchasing a new property…

It’s exciting to check out the latest properties on Zillow or It can help us fight through the endless list of properties. Your buying power is going to be a very important part of this process. You might be excited to get going, but there’s something we need to do first.

You may already have a relationship built up with their local lender. In case you don’t, I can connect you with some of the best lenders for any situation. The most important part of this step is to get a pre-approval letter.  Once we have that, we can then look at properties and work towards an accepted offer.

The world moves fast. You need to elevate yourself from other buyers and be serious about your intentions. Everyone’s time is valuable, and the more we do upfront, the smoother everything will be down the line.

If you’re selling your property…

Tim Allen was the star of the show Home Improvement. He was notorious for always making crazy upgrades to his home. Unfortunately, they usually ended up creating more damage than actually improving the property. We want to avoid that. We need to make sure your home is show-ready and elevate it among other listings.

Less is more. Less clutter and a clean home will please buyers. I have professionals that can help you get this done. I realize that moving is a lot of work and getting rid of things can be emotional. I take care of all the phone calls and coordination on your behalf.

The same concept holds true if you’re selling land. Enhancing your property with mowed trails, marked property corners, easy access, and picked up garbage will add to the overall appeal of your property.

People can get turned off by doing a driveby or opening the door and the property is in poor condition. We want people to come in and be able to imagine them living here. We don’t want to miss out on a buyer because we weren’t prepared for them.


I want to add horsepower to your listing. Understanding the market based on comparable sales and listings gives us a competitive price. Studies show that buyers online are about 6-18 months away from actually purchasing. Every agent’s going to tell you they’ll put your house on the MLS and a sign in the ground, but that’s not enough. It’s the bare minimum. That alone doesn’t get your property sold.

Here is where I turbocharge your home’s marketing. Social media marketing is king. We will determine who our buyer is and target them. On average, it takes someone 7 touches before they notice your property. Our social media and websites are designed to reach buyers at this exposure level. I step in and work with trusted individuals to get this done for you. You will be getting an update every Monday about the progress of the listing. We will be traveling together every step of the way. This will yield offers for us to consider, and at that point, it’s all about netting you the most money possible.

Now it’s time to close the chapter. Generating leads, showings, and feedback are all vital for the sale of the property. Highly targeted and leveraged marketing will increase our exposure level.

If transitioning to a new property…

You’ve finally found it, and the prep work on the current property is complete. The offer on the new property may be contingent on the sale of the current property. This step is vital it happens now.

Step 4 – ACCEPT 

The offer is accepted. We need to make sure everything stays on track and we clear all contingencies. I’ll send you a checklist of all the conditions we need to meet before closing. Inspections, appraisals, and financing are all hurdles we’ll need to jump over, and we’ll jump over them.

Title work and closing statements are being prepared by the title company. We’ll set the final closing date and time as well as final walkthroughs to wrap this deal up. At this point, we have gone through a lot. We have found the perfect buyer for your property. We settled on a space that gives you peace of mind. All steps help set the stage for the end. We are going to make sure the transaction goes as planned…

The offer is accepted. There are major steps in the offer itself that need to be worked out. There are a lot of moving parts and issues that may arise. Staying calm, cool, and collected over the course of this process can be the difference between closing and a deal falling through.

Step 5 – CLOSE 

Everyone is gathered around the closing table and signing the final documents with keys being exchanged. The close is the transition line. You’re closing one chapter and starting the next.

Using the LEGACY process allows the steps to be laid out right in front of you. You can rely on a proven framework and confidently make decisions about the next chapter in your life

What does your life’s next chapter look like?

Click HERE to download a FREE copy of my guide.