Resources for Seniors
Financial Resources
Government / Associations
Health & Aging Resources
Aging with Dignity’s Five Wishes document
Alzheimer’s Disease Education and Referral Center
Book: The Complete Idiot’s Guide to Long Term Care Planning by Marilee Driscoll
The National Right to Life Committee’s “Will to Live”
National Hospice and Palliative Care
Non-medical assistance to help the elderly stay in their homes longer
NAR 2013 research study: Home Buyer and Seller Generational Trends
Housing Facility Resources
Products & Services
What is SRES?
Estate Specialist ®, or SRES ®, is a REALTOR ®, who has received extensive training in helping 50+ years of age home buyers and sellers. They understand the decision to move can be difficult and can help you navigate your choices and want to serve as a resource and guide.
As a Seniors Real Estate Specialist ®, you can count on me to guide you through the process of selling or buying your home, making the transaction less stressful and more successful. View our SRES ® brochure here.
Here’s a helpful video that explains more:
I have both the education and real estate experience to serve as your trusted advisor through the unique financial and lifestyle transitions involved in relocating and selling your family home. I’m pleased to be your SRES ®.
So, how can my training as an SRES Specialist benefit you?
First and foremost, it allows me to provide you with a customized approach to your real estate needs. I have the knowledge and expertise to counsel you through the major financial and lifestyle transitions involved in relocating, refinancing, or selling your family’s home. My team and I offer you the opportunity to complete a real estate transaction with the patience, professionalism, and expertise you deserve.
I also have extensive training in the areas of tax laws, probate, estate planning, and equity conversion strategies. I can offer you relevant information on current market trends and valuable resources regarding real estate transactions.
To guide you through all your real estate transactions, I provide…
• Extensive knowledge of area senior living communities and suitable lifestyle homes currently on the market
• A solid comprehension of Federal laws for Housing for Older Persons Act (HOPA)
• Sensitivity to 50+ issues and priorities
• The devotion to providing reputable services that win and sustain trusting client and customer relationships
• Knowledge of the uses, benefits, procedures, and issues involved in reverse mortgages
• Education regarding the uses of pensions, 401k accounts, and IRAs in real estate transactions
• The understanding of how Medicare, Medicaid, and Social Security impact your real estate decisions
In addition, as an SRES Specialist, I’ve been trained to do the following for you:
• Learn distinguishing characteristics and trends of the 50+ market so that I can discern them in your own market area.
• Learn the application of federal laws for Housing for Older Persons Act (HOPA).
• Adapt methods for counseling 50+ buyers and sellers.
• Stay focused on the transaction and avoid inappropriate involvement in family matters.
• Develop sensitivities to 50+ issues and priorities when counseling buyers and sellers, showing properties, and managing transactions.
• Assemble a team of experts to help me serve 50+ clients and customers.
• Learn about the uses, benefits, procedures, and issues involved in reverse mortgages.
• Learn about the uses of pensions, 401k accounts, and IRAs in real estate transactions.
• Gain an understanding of how Medicare, Medicaid, and Social Security impact 50+ real estate decisions.
• Recognize mortgage finance and loan schemes and scams that victimize 50+ borrowers.
• Identify key life stages, viewpoints, and transitions in relation to housing choices.
• Recognize how a home can be adapted for safety, comfort, and aging in place.
The goal of all of my training as an SRES Specialist is to become your ultimate resource in order to make the most educated decisions in regards to your retirement. Contact me by email or phone. I look forward to speaking with you about your specific needs and goals.
Building a Team Resource Bank
Knowing who to call and what services are available to you ahead of time will save you lots of time and worry. Think of all the service providers you use as your “team”. Include your doctors, lawyer, insurance agent, Minister or Rabbi, and more.
We’d love to be a part of your team for any real estate related matters. Plus we can help you build your team by connecting you with others as possible team members. Take advantage of our hard-earned knowledge of the area and strong relationships in our community.
We recommend creating a binder to keep all your important information in one place. This makes it convenient for you and also easier for someone else to assist you if needed. Things you might include would be information about your doctors, dentist, health insurance, home & auto insurance, lawyer contact info, etc. In addition, there are some other local and national resources you may want to keep handy:
Local Resources (Triangle Area NC)
Orange County Dept of Aging
National Resources
Senior moving managers
These professionals specialize in assisting older adults and their families with the emotional and physical aspects of relocation. For information and a moving manager locator, go to the National Association of Senior Move Managers a www.nasmm.org.
Driver rehab
Occupational therapists who specialize in driver education can assist in restoring driving skills and evaluating the road-worthiness of elder drivers. Go to the website for the American Occupational Therapy Association or the National Older Driver Research and Training Center.
Volunteer matching
Volunteer match services connect people who want to offer their time and talent with organizations that need assistance. Go to Volunteer Match or search the Web for local volunteer matching services.
Senior dating and companion match-up
A search on the Web for senior dating provides a long list of services that specialize in matching up seniors for companionship, travel partners, or romance. Some of the largest services are AgeMatch.com, SeniorFriendFinder.com, and SeniorMatch.com.
Senior moving managers
These professionals specialize in assisting older adults and their families with the emotional and physical aspects of relocation. For information and a moving manager locator, go to the National Association of Senior Move Managers a www.nasmm.org.
Driver rehab
Occupational therapists who specialize in driver education can assist in restoring driving skills and evaluating the road-worthiness of elder drivers. Go to the website for the American Occupational Therapy Association or the National Older Driver Research and Training Center.
Volunteer matching
Volunteer match services connect people who want to offer their time and talent with organizations that need assistance. Go to Volunteer Match or search the Web for local volunteer matching services.
Senior dating and companion match-up
A search on the Web for senior dating provides a long list of services that specialize in matching up seniors for companionship, travel partners, or romance. Some of the largest services are AgeMatch.com, SeniorFriendFinder.com, and SeniorMatch.com.
Employment services for older workers
These services specialize in matching older workers with job opportunities and help employers tap the 50+ talent pool. Go to RetiredBrains.com.
Local Senior Centers
Are you looking for great senior activities? Check out these wonderful local Senior Centers.
2551 Homestead Rd, Chapel Hill, NC
103 Meadowlands Dr., Hillsborough, NC
Durham Center for Senior Life (Downtown)
406 Rigsbee Ave, Durham, NC
Durham Center for Senior Life (Little River-Bahama)
8305 Roxboro Road, Bahama, NC
Durham Center for Senior Life (JFK Towers)
4900 North Roxboro Rd, Durham, NC
Durham Center for Senior Life (WD Hill)
1308 Fayetteville St., Durham, NC
365 NC-87, Pittsboro, NC
112 Village Lake Rd, Silver City, NC
