Pr i vat e Tr a nsit ion Se rv ic es

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1 Pr i vat e Tr a nsit ion Se rv ic es Chris Carter Kent Chris@WaltDanley.com Representing Arizona s Finest Properties

2 Real Estate Expert & Advisor CHRIS CARTER KENT TRANSITION NAVIGATOR Chris Carter Kent began her real estate career out of a passion for helping others. She combined her divorce consulting business with real estate in order to further assist her clients through major changes in their lives. These changes encompass not only marital transitions, but also assisting the elderly and their families with home transitions, probate estate settlements, and more. Chris Carter Kent Creating Private Transitions Services has allowed Chris to fulfill her goal to provide highly personalized service to her discriminating clientele, to understand each client s unique needs, and provide transition services customized to those needs. Working with strategic partners, such as attorneys and tax advisors, Chris experience enables her to develop a plan which will result in a positive result for their mutual clients. Chris has a background in tax accounting and divorce consulting. She understands the emotional, financial and legal complexities of divorce, along with the timelines and deadlines clients face. She is a trained mediator with an emphasis on real estate conflict resolution. She continually educates herself, knows market conditions, and finds intelligent and creative ways to handle challenging situations. She surrounds herself with experts, and reaches the shared goal with pleasant tenacity. Pr i vat e Tr a nsit ion Se rv ic es

3 Private Transition Services PRIVATE TRANSITION SERVICES It s not just about the real estate... The mission of Private Transition Services at Walt Danley Realty is to provide personalized service to clients in transition. We create a plan-of-action based on their unique needs. We assist them with carrying out the plan, and refer to Strategic Partners, such as attorneys and tax advisors, as needed. We realize that these transitions create a ripple effect of change. It s not just about the real estate, it s about helping them move into their future. This is a unique service offered only at Walt Danley Realty. ESTATE TRANSITIONS Our strategies are as unique as our clients We understand the intricacies of dealing with aging parents and know the parting of a loved one is among the most emotionally stressful times in life. We work with professionalism, compassion, and care about our clients well-being. We strive to make these transitions as easy as possible for the family. A coordinated effort between our clients and the professionals that work on their behalf lead to the most efficient and successful transactions. We collaborate with all parties involved in the process of estate planning and probate, including attorneys and tax advisors. We act as liaison between family members and relevant professionals. This is especially helpful with seasonal residents or when the family resides primarily out of Arizona. We work closely with other professionals such as assisted living experts and estate sale companies.

4 Private Transition Services DIVORCE TRANSITIONS Moving is the hardest part of Moving On Divorce is a life changing and overwhelming period in a family s life. As a divorce specialist, Chris understands the emotional, financial, and legal complexities such as the time sensitive nature of divorce. Chris works with clients to determine their needs and creates a plan-of-action, then assists with making sure each goal is met. This type of plan helps clients focus, hinders emotional upset, and helps them move on. SELLING THE MARITAL RESIDENCE Communication is key as we work to sell the marital residence. As liaison between parties, Chris uses her mediation and conflict resolution skills to fully understand the parties concerns. Additionally, Walt Danley Realty provides marketing tools designed specially for luxury real estate. There is a fine balance between maximizing equity and pricing the home to sell efficiently. The plan-ofaction will address the costs of maintaining the marital residence. Attorneys and financial advisors are consulted and the parties are educated about the current market conditions and what to expect. Once the property is listed by Walt Danley Realty, we communicate after every showing and provide status reports every 30 days to all relevant parties. We realize that a home s equity is an integral component of the divorce settlement. It is imperative to sell the marital residence both at the highest price possible and as quickly as possible, two feats that are not always easy in the luxury market. It is important to choose a Realtor that understands the luxury market, the client s sensitive situation, and is able to communicate their expertise for a successful luxury home sale. FINDING NEW HOMES We provide services to help parties find their new homes based on their needs. The plan-of-action addresses post-divorce budget, and needs for the children.

5 Private Transition Services TRANSITION SERVICES Helping clients make their move We go beyond that of a typical real estate agent by offering transition services to assist our clients in making their move. Moving creates a ripple effect, sometimes it turns into tidal wave of change. We work with clients to create a plan-of-action for their unique situation. We then help to carry out the plan by assisting with every aspect of the transaction. Transition services include: Property valuation reports Selling marital residence Liaison between spouses, families, and professionals Mediation and conflict resolution services Assistance with finding new homes -Children s needs and budgets considered Household inventory -Creation of room-by-room household inventory -Assistance with division of household inventory -Appraisals of art, collectibles, vehicles -Referrals to estate sale companies Assistance with preparing home for sale -Determine necessary repairs and maintenance -Referrals to professional home service companies -Follow-up to confirm repairs are completed to satisfaction Referrals to Strategic Partners -Attorneys -CPA/Bookkeeper (in-home document gathering) -Financial Advisors -Insurance Agents -Mortgage Bankers -Investment Advisors Referrals to service companies -Assisted Living Advisors -Interior designers, stagers, estate sale companies -Repair and maintenance companies -Personal organizers -Movers and packers Appraisers

6 Strategic Partners STRATEGIC PARTNERS Strive not to be a success, but rather be of value. Albert Einstein Our mission is to be of value to our clients as they transition into their new lives. Strategic Partners are the cornerstone of our business model. A successful business is built on relationships made from mutual trust and respect. Collaboration with experts and working together towards a common goal is the best way to achieve success. The ultimate goal being success for our mutual clients. We may already have mutual clients, or can refer clients in need to professionals that can assist with all aspects of their transition. We work closely with family attorneys, estate planning and probate attorneys, financial advisors, accounting and tax advisors, mortgage bankers, insurance agents, and other professionals in a concerted effort to assist clients more seamlessly through their transition. If you have a client needing assistance with their real estate transaction, please think of Walt Danley Realty. We refer in-kind.

About Phoebe Moffatt. Phoebe Moffatt s Mission. Certified Specialist in Estate and Trust Law by the State Bar of Arizona

About Phoebe Moffatt. Phoebe Moffatt s Mission. Certified Specialist in Estate and Trust Law by the State Bar of Arizona Since 1960, Sacks Tierney P.A. attorneys have resolved their clients legal problems with a combination of talent, creativity, professionalism, and integrity. Specialized knowledge. Personalized service.