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.
Connect with specialists in your region who can guide you from the earliest stages of planning to the last steps of relocation:
Estate planners & attorneys
Financial advisors & accountants
Realtors
Banks & lenders
Appraisers
Insurers
Senior move managers & caregivers
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.
📋 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.
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
Insurers & insurance agents
Packing & moving
Senior move managers (NASMM-certified), CRTS, caregivers
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
Specialties: solar panels, appliances, building codes
John Arneson
Skyline Realty Partners
Licensed Realtor
Specialties: bathrooms, mold remediation, electricians
John Azad
The Upstate Untapped Team at Compass
Licensed Realtor
Specialties: flooring, plumbers, appliances, solar panels
Louis Coty
Summit Realty Collective
Licensed Realtor
Specialties: solar panels, siding
Heather Ainslie
Team Jane Roberts
Licensed Realtor
Specialties: bathrooms, landscaping, permitting
Maeve Amyas
Harbor View Real Estate Team
Licensed Realtor
Specialties: electricians, building codes, permitting, pest remediation