Home selling and downsizing platform for seniors and their families

Recordbook helps families of seniors prepare for every step of passing down a home — from planning to relocation.

Whether your family plans to keep or sell it, we've outlined all the major tasks and gotcha's of the home transfer process in our comprehensive planner. We created it based on our personal experience as the children and grandchildren of seniors, and with the guidance of seasoned lawyers, financial advisors, and realtors.

Family members: Learn the basics of estate planning, trusts, probate, title transfer, equity unlock, reverse mortgages, property valuation, listing, and senior moving assistance. Then put your plan in motion.

Have questions? Contact us any time at support@recordbook.co

Our checklist is community-driven. You're never alone. Join heaps of us in Los Angeles who are just getting started. Ask questions and demystify the process!

Collaborate with siblings and family to start planning for the future.

Invite family members

📋 Create a plan before you need it

Download our standard planner below to take the first step. We promise it's painless: It only takes two clicks, we won't spam your email, and you'll be ahead of 70% of people in your position.

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2111 N Beachwood Drive

Los Angeles, CA 90068

Recordbook

Estate Planning

Estate planners, fiduciaries, trustees, executors

  • 1.1Wills and trusts

  • 1.2POAs and advance directives

  • 1.3Probate avoidance or preparation

    2

  • 1.4Trust administration

  • 1.5Beneficiary designations

  • 1.6Guardianship

  • 1.7Property transfer

  • 1.8Estate tax planning

Financial Planning

CFP's & Accountants

  • 2.1Tax optimization

  • 2.2Tax incentives

Mortgage

Banks & lenders

  • 3.1Reverse mortgages

  • 3.2Equity unlock

  • 3.3HELOC's

  • 3.4Bridge loans

Appraisal

Appraisers

  • 4.1IRS-compliant or fair-market appraisals

Home sale prep

Realtors

  • 4.2Property valuation

  • 4.3Inspection & Appraisal scheduling

  • Insurance? Permits?
  • Property cleanout, repairs & demolition
  • Renovation or resale optimization
  • Listing prep
  • Local vendor referrals
  • Marketing and sale
  • Escrow & Disclosures?
  • Ongoing project management
  • HOA mediation

Insurance

Insurers & insurance agents

  • Home insurance for new homes
  • Medicare implications

Packing & moving

Senior move managers (NASMM-certified), CRTS, caregivers

  • Downsizing contents
  • Floor planning
  • Touring alternative housing & assisted living facilities
  • Moving day: Packing, organizing, sorting, storage, donating
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Connect with a specialist today for a free consultation — even if you think you're years away from selling. Our network of seasoned estate lawyers, financial planners, and realtors can introduce you to the complex tasks of home transfers.

Emilia Arden

Team Jane Roberts

Licensed Realtor

Talk any time

John Arneson

Skyline Realty Partners

Licensed Realtor

Talk any time

John Azad

The Upstate Untapped Team at Compass

Licensed Realtor

Talk any time

Louis Coty

Summit Realty Collective

Licensed Realtor

Talk any time

Heather Ainslie

Team Jane Roberts

Licensed Realtor

Talk any time

Maeve Amyas

Harbor View Real Estate Team

Licensed Realtor

Talk any time