By Judy Sehling, Seniors Real Estate Specialist® | DownsizingRealtor.ca
Whether you're planning to downsize, relocate closer to family, or explore senior living communities, choosing the right real estate agent is one of the most important decisions you can make. As someone who has walked this journey alongside many older adults—and who has also helped my own family transition—I know firsthand how emotional, complex, and personal this process can be.
If you're a senior looking to buy or sell a home, here’s what to look for in a real estate agent who will not only meet your needs but also support you every step of the way.
1. Choose a Real Estate Agent with Experience Helping Seniors
Not all real estate agents understand the unique needs of older adults. Working with someone who specializes in senior transitions—like an agent with the SRES® (Seniors Real Estate Specialist) designation—means you're getting someone trained to handle the emotional, logistical, and practical challenges of late-in-life moves.
Ask:
Do you have experience helping seniors downsize or relocate?
Have you worked with families navigating estate sales or transitions to retirement communities?
Can you share success stories from past clients in similar situations?
Why it matters: A knowledgeable agent will bring both empathy and expertise to your move, making it smoother and more thoughtful.
2. Look for Insight on Senior-Friendly Housing Options
From age-restricted condos to single-level homes with mobility features, your next home should fit your lifestyle now—and into the future. Your agent should be familiar with housing options that offer safety, comfort, and community.
Ask:
What do you know about local retirement communities and accessible housing?
Can you recommend homes with features like wide doorways, walk-in showers, or elevators?
Are you aware of nearby healthcare, recreation, or senior support services?
Why it matters: The right agent will help you find a home that works for both your current needs and future peace of mind.
3. Make Sure They Offer Patience and Clear Communication
Moving later in life can bring up a lot of emotions. It’s not just a transaction—it’s a transition. That’s why it’s so important to work with someone who takes time to listen, explain, and support you throughout the process.
Ask:
How do you communicate with clients during the buying or selling process?
Are you comfortable involving family members or caregivers in discussions?
How do you support clients who need more time to make decisions?
Why it matters: A patient, empathetic real estate agent will reduce stress and give you confidence at every step.
4. Ask About Their Trusted Network of Senior Support Services
You may need more than a real estate agent. You may need help with downsizing, packing, estate planning, or finding movers who understand senior moves. I regularly collaborate with a trusted network of professionals who specialize in serving older adults.
Ask:
Do you work with downsizing experts, legal advisors, or movers who specialize in helping seniors?
Can you recommend services like estate sales, junk removal, or storage?
How do you ensure these referrals are reputable?
Why it matters: A connected agent brings more than market knowledge—they bring peace of mind and reliable resources.
5. Find Out How Well They Understand Financial Considerations for Seniors
Selling your long-time home or buying a new property may affect retirement savings, tax planning, and financial security. A well-informed agent will guide you or connect you with experts who can.
Ask:
Are you familiar with strategies like reverse mortgages, capital gains considerations, or estate planning?
Can you help me assess whether selling, renting, or staying is the best option?
Do you have a financial planner or tax advisor you work with?
Why it matters: These are not just financial decisions—they’re life decisions. The right agent respects that.
6. Check Reviews from Other Senior Clients
You deserve to know you’re in good hands. Look for testimonials from past clients—especially those in a similar stage of life—to get a sense of the agent’s communication style, commitment, and results.
Ask:
Can I speak to or read reviews from other senior clients you’ve helped?
What do you love most about working with seniors?
How long have you specialized in helping older adults?
Why it matters: Personal stories and referrals offer the best insight into what your experience will be like.
7. Choose Someone Who Understands the Emotional Side of Moving
Leaving a family home or neighbourhood filled with memories isn’t easy. I’ve helped many clients navigate those emotions—and I’ve felt them myself when helping my own family move. The right agent will honour that experience, offering emotional support as well as practical solutions.
Ask:
How do you support seniors emotionally during this process?
Have you helped clients through difficult decisions like selling the family home?
What resources do you offer to make the transition easier?
Why it matters: You deserve to be seen, heard, and supported—emotionally and logistically—every step of the way.
Final Thoughts
Finding the right real estate agent as a senior is about more than credentials—it’s about trust, understanding, and connection. When you work with someone who truly values your goals, honours your journey, and brings the right resources to the table, the process becomes more manageable—and even enjoyable.
If you're thinking about downsizing, transitioning to a new lifestyle, or just exploring your options, I’d be honoured to help. With over 21 years of experience and a passion for working with seniors, my goal is to make sure you feel empowered and supported through every part of the journey.
Let’s talk about what matters most to you.
Visit downsizingrealtor.ca to learn more or reach out directly for a free, no-pressure consultation.
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