From Home to Legacy

How to Sell or Transfer a Home While Avoiding Probate Court — and the Costly Mistakes Many Families Make

When an aging parent passes away, moves into senior living, or can no longer manage the family home, families are often left asking the same questions: What happens to the house? Can we sell it? Can it be transferred to a family member? Will we have to go through probate? And who can help us coordinate everything?

Join us on Tuesday, September 22 for From Home to Legacy, a special educational seminar designed for seniors, adult children, executors, trustees, and families preparing for or already navigating a major life transition.

Two Convenient Seminar Times

11:00 a.m. – 12:30 p.m.
5:30 p.m. – 7:00 p.m.

Location

Giordano’s Pizza
2870 Walter Payton Memorial Hwy
Oswego, IL 60543

Why Attend?

Dealing with a family home can involve much more than simply putting a property on the market. Estate planning, probate, title issues, preparing the home for sale, determining who has authority to sign documents, and coordinating a real estate closing can quickly become overwhelming.

This seminar brings together a Life Transition Team of trusted local professionals who work in different areas of the process. Our goal is simple: help families understand their options, avoid unnecessary mistakes, and move forward with greater confidence and peace of mind.

Attendees will learn about:

• Avoiding Probate: How living trusts, beneficiary planning, transfer strategies, and advance planning may help keep a home out of probate court.
• When There Was No Advance Planning: What options may still be available when a loved one has died and the home was not properly placed into a trust or otherwise protected from probate.
• Selling or Transferring the Home: Important legal, real estate, and title considerations when selling inherited property or transferring it to a family member.
• Preparing the Property: How professional estate cleanout, organization, packing, and transition assistance can make an emotionally difficult process more manageable.
• Real Estate Guidance: How to prepare, market, and sell the property strategically while coordinating the transaction with the family’s overall plan.
• Title & Closing: How title issues are addressed and what families should expect as they move toward a successful real estate closing.
• Estate Planning Before a Crisis: Steps seniors and families can take today to make the eventual transition easier, less expensive, and less stressful for the next generation.

One Team. One Plan. Less Stress.

Instead of trying to figure everything out on your own, From Home to Legacy is designed to show families how legal, real estate, title, and transition professionals can work together.

Whether you are planning ahead for yourself, helping aging parents, serving as a trustee or executor, or already dealing with a family home after the death of a loved one, this seminar will provide practical information you can use.

The goal isn’t simply to deal with a house. It is to protect the family, preserve the legacy, avoid costly mistakes, and make the next chapter as smooth as possible.

Tuesday, September 22 | Giordano’s Pizza in Oswego
Choose 11:00 a.m.–12:30 p.m. or 5:30–7:00 p.m.

Real Solutions. Real People. Real Peace of Mind.