Real Estate Service Expands to Cover Life Events

by RaeAnne Marsh

Real-Estate-ServicesRecognizing that real estate transactions are often tied to lifecycle events which involve an additional broad spectrum of decisions, Walt Danley Realty recently launched Private Transition Services to help clients with other professional services their situation may call for, such as legal or financial.

Chris Carter-Kent, who initiated the concept, explains PTS helps create a plan of action based on individual need. For instance, a divorce may leave a woman whose insurance policies had been purchased through her husband’s work in the unfamiliar position of needing to take out her own policies. And Carter-Kent relates the experience of a divorced CEO who needed help with such household tasks as meal planning and grocery shopping when he was given part-time custody of his children.

Divorce, death, having to sell a house to move parents from their home to assisted care — these are tough emotional times, but “there are logical decisions that need to be made,” Danley points out. “Over the years, I saw that people lose sight of that.”

Divorce, for instance, also frequently results in the need to sell the marital residence, but Danley says the point at which he, as a Realtor, came into the process often “seemed too late to help [the couple] make an educated decision.” And Carter-Kent notes, “We’re doing something differently because we’re bringing in attorneys and financial advisors to help clients plan their future.”

In divorce and other lifecycle events, says Danley, “Real estate is a sizeable component, but it’s only one of the services we’re offering.”

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