Heritage Transitions

Senior Relocation Services

Heritage Transitions

Senior Relocation Services

We Specialize in Moves at Every Stage of Life

We're a team of real estate agents committed to helping seniors and their families in selling their homes as they transition to assisted senior living. Moving to a senior living community is a personal and emotional experience, and at Coldwell Banker Heritage, we're here to support you from the initial contact to the closing table. Whether it's guiding you through the home sale process for peace of mind or helping you find the right community, we'll be your reliable guide. Our partnerships with senior living communities across southwestern Ohio help to ensure a seamless, stress-free transition.

Our Services

Personalized Consultation


  • Connect with a member of our Relocation Team for one-on-one service.
  • This team member remains your sole point of contact until you are ready to list your home.
  • Based on your wants, needs, and location, we provide senior community or service referrals.
  • Tailored recommendations ensure your preferences are considered.

 

Agent Pairing


  • When ready to sell, we match you with a hand-selected agent with a proven track record of excellence.
  • Most of our agents are Senior Real Estate Specialists, ensuring an understanding of seniors' unique needs.
  • The selected agent offers a low-pressure environment, accommodating your pace.

 

Comprehensive Market Analysis


  • Your chosen agent provides a comprehensive market analysis of your home.
  • Marketing recommendations are offered to maximize your house's sale price and minimize time on the market.

 

 

 

 

Partner Coordination


  • Throughout the process, we maintain constant communication with all involved parties.
  • Partners, including your chosen community, are kept informed for a smooth and informed transition.

 

 

 

Our Services

Personalized Consultation


  • Connect with a member of our Relocation Team for one-on-one service.
  • This team member remains your sole point of contact until you are ready to list your home.
  • Based on your wants, needs, and location, we provide senior community or service referrals.
  • Tailored recommendations ensure your preferences are considered.

 

Agent Pairing


  • When ready to sell, we match you with a hand-selected agent with a proven track record of excellence.
  • Most of our agents are Senior Real Estate Specialists, ensuring an understanding of seniors' unique needs.
  • The selected agent offers a low-pressure environment, accommodating your pace.

 

Comprehensive Market Analysis


  • Your chosen agent provides a comprehensive market analysis of your home.
  • Marketing recommendations are offered to maximize your house's sale price and minimize time on the market.

 

 

 

 

Partner Coordination


  • Throughout the process, we maintain constant communication with all involved parties.
  • Partners, including your chosen community, are kept informed for a smooth and informed transition.

 

 

 

Our Partners

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What Our Clients Are Saying

Meet Our Relocation Team

Our full time award-winning relocation team is committed to providing you with the tools and services needed to make your transition as smooth and seamless as possible.

Jenny_Cordray_2017_1-min

Jenny Cordray

Relocation Director
937-705-1145

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Mollie Mergy

Transition Specialist
937-705-1146

Lisa_Reis

Lisa Reis

Relocation Specialist
937-705-1144

Our CB-Preferred Vendors

At Coldwell Banker Heritage, we have a complete list of service providers to recommend if you are in need of assistance with any part of your move. Our providers have been vetted by our Relocation staff and are often agent recommended.