Our Case studies
The Johnson family, living in multiple states, needed
urgent help relocating their 84-year-old mother, Margaret,
from her longtime Houston home into assisted living
after a fall. They turned to Legacy Transitions Concierge
for compassionate, full-service support.
- Provided emotional guidance and care planning.
- Managed decluttering, downsizing, and coordinated trusted vendors.
- Prior to listing the home for sale, the property was evaluated to determine the course of action that would yield optimal return.
- It was determined the property would sell quicker & for top dollar with a trusted contractor performing minor, cosmetic improvements.
- The home sold for full-asking price with a remote closing for added convenience.
With Legacy Transitions Concierge, the family was able to
manage this major life change with peace of mind, knowing
every step was handled with professionalism, care, and dignity. Margaret transitioned smoothly into her new
community, surrounded by familiar comforts.
With such a successful sale, this family has saved valuable
time and Margaret now has readily accessible funds to
enjoy the next phase of life.
Legacy Transitions Concierge worked with Mrs. Nathan in Houston who wished to remain in her home rather than move
to assisted living. Her adult children were concerned about
safety and accessibility as her mobility had declined.
The family was unsure what modifications or community resources were necessary to keep their mother safe and comfortable at home. They needed guidance on local service providers, home safety improvements, and care coordination.
Legacy Transitions Concierge provided a comprehensive
home evaluation and resources plan, including:
- Connecting the family with licensed contractors for home modifications (grab bars, ramps, improved lighting, and bathroom safety updates)
- Referring in-home care providers and meal delivery services
- Assisting with medical alert system setup
- Coordinating with the family to create a long-term support plan that balanced independence with safety
- Conducting follow-up visits to ensure modifications met the client’s needs
The client was able to remain at home safely, surrounded by familiar surroundings and community connections. Her family gained peace of mind knowing professional support and
vetted resources were in place.
After their family loss, Legacy Transitions Concierge
assisted the adult children of the Navarro family through
the probate sale of their late parent’s Houston home.
The property was vacant and required decluttering,
repairs, and coordination among several siblings.
- Partnered with a licensed probate attorney to ensure a smooth legal process
- Advised the family on timeline, valuation, and preparation steps
- Coordinated decluttering and clean-out services with sensitivity
- Facilitated communication among multiple siblings to build agreement
- Prepared the home for sale with light repairs and strategic staging
The home sold above asking price, and the family felt
supported and informed throughout, achieving both
emotional closure and financial success.
