Continuing Care Retirement Communities in San Diego and Orange County

Contact Ken Tritle at DreamWell Homes Realty – Call or Text 760-798-9024. Thank you!

Retirement Communities

Discover a simplified solution to all your retirement needs and the best senior living communities in San Diego and Orange County

Table of Contents 

Introduction …………………………………………………… 3

Chapter 1 – What is a Continuing Care Retirement Community (CCRC)? …….4

Chapter 2 – CCRC Lifestyle, Feedback and Resident Reviews …………….9

Chapter 3 – Assisted Living Facilities VS. CCRCs……………………..15

Chapter 4 – Skilled Nursing Facilities VS. CCRCs …………………….17

Chapter 5 – Scenarios for Choosing a CCRC …………………………. 19

Chapter 6 – CCRCs in San Diego and Orange County …………………… 23

Chapter 7 – Guide to CCRC Costs…………………………………….29

Chapter 8 – Evaluating and Moving into a CCRC………………………..34

Chapter 9 – Other Considerations to Keep in Mind …………………… 38

Chapter 10 – Getting Help Moving – Senior Move Specialists…………….42


The Social Security Administration says nearly one out of four 65-year-olds will live past age 90, and one out of 10 will live past 95. The average 65-year-old man will reach age 84, and age 86 for women.

As we age, many of us realize we’ll need help protecting ourselves… our spouses… and children. No one wants to give up independence or burden their family. But how do we stay in control… keep active… and enjoy life to the fullest?

Health changes so rapidly, creating doubt and complicating things. But timing and planning will lessen the stress and heartache. With the right environment, people… inspiration and care, the future can be brighter than ever!

For many, a Continuing Care Retirement Community (CCRC), is the best answer. Not a nursing home or assisted-living community, CCRC’s offer true independent living with a full array of services, and optional medical care.

Find Your Wings to Fly!

Leaving your life-long home can be almost unthinkable… but a home is a financial and physical burden as you age… making it harder to find true peace of mind.

Picture yourself unloading your burdens… active and free to pursue new dreams. Imagine a professional staff taking care of every need… with medical professionals nearby, if needed. Without worry or fear… CCRC residents enjoy a rich lifestyle, building trust, new friendships and finding personal growth!

Modern facilities with amenities, activities, dining, opportunities for social growth and engagement, a caring staff, medical care… all in an upscale environment… this is what Continuing Care Retirement Communities are all about!

This Ebook is for anyone selling their home and looking to avoid buying a home requiring upkeep, and avoiding yet another move once their health deteriorates… and for anyone anticipating additional care for themselves or a spouse.

We profile CCRCs in San Diego and Orange County and other types of retirement communities. We’ll help you make sense of it all and give you the resources you need… so you can make the best choice for you and your family.

Chapter 1: What is a Continuing Care Retirement Community – CCRC?

A Continuing Care Retirement Community facility is a retirement community with varying levels of senior living options on one property, allowing you to receive all the care you need while you continue to live in one location.

Different than traditional stand-alone facilities, like Assisted Living or Nursing Homes, CCRCs have far more options for independent living and support.

You’ll find the atmosphere much livelier too… people are truly excited to be there… and look forward to each day with passion and enthusiasm!

How Many Times Should You Move in Retirement?

Have you considered making multiple moves? Many seniors end up moving several times in retirement, often based on their needs for care.

Can you imagine moving into your ideal retirement home, then shortly after having to move into an assisted living facility, or even moving again into a nursing home??

A CCRC is a simple way to avoid all that… providing for all your needs in one place.

Major Benefits of a CCRC

  • Eliminates the need to move to a different community at a later age.
  • Move seamlessly into different housing options as care needs change.
  • Delivers multiple levels of professional care on the same grounds.
  • A range of housing options from apartments, cottages, cluster homes, etc.
  • True independent living filled with social and recreational opportunities

The Principal Options of Continuing Care Retirement Communities:

  1. Independent Senior Living – independent residences for self-sufficient people, who don’t need any personal assistance.
  2. Assisted Living – is like independent living, but with added personal care for those needing some degree of help with daily living activities.
  3. Skilled Nursing Care and Short/Long-term Rehabilitation via professional medical professionals, usually in a neighboring unit on the same grounds.
  4. Memory Care – Most CCRCs offer specialized memory care for Alzheimer’s Disease or Dementia, helping residents remain alert and oriented to their surroundings.

Independent Retirement Living

The main difference between other types of care facilities. Imagine living in your own home, enjoying activities, socializing and keeping your own schedule and routines… except that it’s all within a lively and luxurious community… with staff close-by to handle the upkeep and any potential medical needs.

Do what you want, when you want… with a feeling of safety at home… without being limited in any way.

Independent Living Features:

Retirement Communities

San Diego County Continuing Care Retirement Communities (CCRCs)

Brookdale Carlsbad

3140 El Camino Real, Carlsbad, CA 92008

844-883-3298 – Brookdale Carlsbad website

Independent Living rates from $2,900/month

One-time admission fee – $500 to $1,500

Brookdale Carmel Valley

13101 Hartfield Avenue, San Diego, CA 92130

844-623-7018 – Brookdale Carmel Valley website

Independent Living rates from $2,900/month

One-time admission fee – $500 to $1,500

Carlsbad by the Sea

2855 Carlsbad Blvd., Carlsbad, CA 92008

(760) 720-4580 – Carlsbad by the Sea website

Entrance fees start at $102,000

Fees range from $3,675 to $7,005 monthly

Casa de las Campanas

18655 West Bernardo Drive, San Diego, CA 92127

(858) 592-1870 – Casa De Las Campanas website

The only non-profit, Type “A” CCRC in San Diego County

Medicaid not accepted, but Medicare is accepted

Elmcroft of La Mesa

4960 Mills Street, La Mesa, California 91942

(619) 433-6451 – Elmcroft of La Mesa website

Rates and quotes available upon request

Independent Living rates average about $2,300/month

Elmcroft of Point Loma

3423 Channel Way, San Diego, California 92110

(619) 908-1023 – Elmcroft of Point Loma website

Rates and quotes available upon request

Independent Living rates average about $2,300/month

Elmcroft – Grossmont Gardens

5480 Marengo Avenue, La Mesa, California 91942

619-784-2365 – Elmcroft Grassmont Gardens – website

Rates and quotes available upon request

Independent Living rates average about $2,300/month

Las Villas De Carlsbad

1088 Laguna Drive, Carlsbad, California 92008

(760) 687-9833 – Las Villa De Carlsbad website

Rates and quotes available upon request

Independent Living rates average about $2,300/month

Las Villas Del Norte

1325 Las Villas Way, Escondido, California 92026

(760) 670-4585 – Las Villas Del Norte website

Rates and quotes available upon request

Independent Living rates average about $2,300/month

Rancho Vista

760 E. Bobier Drive, Vista, California 92084

(760) 691-1027 – Rancho Vista website

Rates and quotes available upon request

Independent Living rates average about $2,300/month

Glen at Scripps Ranch

9903 Businesspark Ave Ste 104, San Diego, CA 92131

(866)-955-0654 – The Glen at Scripps Ranch website

Rates and quotes available upon request

La Costa Glen Carlsbad

1940 Levante St., Carlsbad, CA 92009

(800) 852-4384 – La Costa Glen website

Independent Living rates average about $2,875/month

Meadowbrook Village

100 Holland Glen, Escondido CA, 92026

(760) 746-2500 – Meadowbrook Village website

Rates and quotes available upon request

Mount Miguel Covenant Village

325 Kempton Street, Spring Valley, CA 91977

(619) 479-4790 – Mount Miguel website

Rates and quotes available upon request

Paradise Valley Manor

2575 East 8th Street, National City, CA 91950

(619) 470-6700 – Paradise Valley Manor website

Rates and quotes available upon request

Redwood Terrace

710 13th Avenue, Escondido, CA 92025

(866) 824-8174 – Redwood Terrace website

Independent Living rates average about $4,903/month

Vi at La Jolla Village

8515 Costa Verde Blvd., San Diego, CA 92122

(888) 727-9319 – Vi at La Jolla Village (contact email:

Entrance Fee starting at $216,900

Independent Living rates from $3,080/month

White Sands La Jolla

7450 Olivetas Ave, La Jolla, CA 92037

(866) 824-8174 – White Sands website

Independent Living rates from $2,638/month

Get a copy of our Free Ebook – Click here 

(CCRCs ) Continuing Care Retirement Communities in Orange County

Brookdale San Juan Capistrano

31741 Rancho Viejo Road, San Juan Capistrano, CA 92675

844-375-0029 – Brookdale San Juan Capistrano website

Independent Living rates from $2,900/month

One-time admission/preparation fee – $500 to $1,500

Brookdale Yorba Linda

17803 Imperial Hwy, Yorba Linda, CA 92886

844-318-9380 – Brookdale Yorba Linda website

Independent Living rates from $2,900/month

One-time admission/preparation fee – $500 to $1,500

Oakmont of Capriana

460 S La Floresta, Brea, CA 92823

(714) 589-2866 – Capriana website

Independent Living rates from $4,195/month

Covington Freedom Village

23442 El Toro Road, Lake Forest, CA 92630

(949) 472-4700 – Covington Freedom Village website – email:

Entrance fee – $89,000 (one-time investment)

Independent Living rates from $2,035/month

Reata Glen

28805 Ortega Highway, San Juan Capistrano, CA 92675

(949) 545-2200 – Reata Glen website

Rates and quotes available upon request

Morningside at Fullerton

800 Morningside Dr., Fullerton, CA 92835

(714) 256-8000 – Morningside website

Rates and quotes available upon request

Regents Point

19191 Harvard Ave., Irvine, CA 92612

(949) 273-4739- Regents Point website

Independent Living rates from $2,460/month

Rowntree Gardens

12151 Dale Street, Stanton, CA 90680

(714) 530-9100 – Rowntree Gardens website

Only not-for-profit CCRC in Orange County

Independent Living rates from $3,104/month

Senior Living Community for Eastern Star Homes

16850 Bastanchury Road, Yorba Linda, CA 92886

(714) 577-9281 – Senior Living Community website

Rates and quotes available upon request

Town & Country Manor

555 E. Memory Lane, Santa Ana, CA 92706

(714) 547-7581 – Town & Country Manor website

Independent Living rates from $2,950/month

Walnut Village

891 S Walnut St, Anaheim, CA 92802

(714) 507-7000 – Walnut Village website

Entrance fees start at $138,442

Independent Living rates from $3,820/month

The Fountains at Sea Bluffs

25411 Sea Bluffs Drive • Dana Point, CA 92629

(949) 354-0033 – The Fountains website

Entrance fees from $102,000

Independent Living rates from $3,063/month

Get a copy of our Free Ebook – Click here 

Chapter 7 Guide to CCRC Costs

You should expect to pay an entrance fee and a monthly service fees. Of course, costs vary depending on the community, the type of care you need, and accommodation you choose.

Some CCRCs offer private or even semi-private apartments, and the size and cost of the apartment also varies.

Entrance Fees

Most CCRCs have an entrance fee, which are determined by the type of contract. Some may be non-refundable, or up to 100% refundable. This essentially covers the cost of residence and amenities upfront, and can also cover the cost of prepaid care.

The entrance fees vary, with some being small or others much higher. AARP states that entrance fees range from $100,000 to $1,000,000, with monthly fees on top of this, anywhere from $3,000 to $5,000.

Type of Contracts – A, B and C

Type A Contracts

Also known as Life Care or Extended Contracts, these typically cost the most. But this is the deluxe package, offering unlimited assisted living, medical treatment and skilled nursing care without additional charge.

Modified Contract – Type B

a set of services are provided for a pre-determined time period. Once expired, other services are available for higher monthly fees.

Fee-for-Service Contract – Type C

The entrance fee may be lower, but assisted living and skilled nursing are paid for at market rates, as you need them.

In cases of a low entrance fee, you can imagine it more like renting your home, where you pay monthly fees for residence and services.

About Refundable Entrance Fees

According to Brad Breeding at My Life Site Blog:

“Most CCRCs, whether for-profit or not, charge new residents some type of entrance fee. Refundable CCRC entrance fees are typically higher to begin with than non-refundable ones, but they offer residents, or their estates, the return of some, or all, of the entrance fee paid.”

For a refund to be given, either after a death or decision to move out of the CCRC, generally the refund happens once the unit is resold. This is just like selling your own home, where the proceeds are not available until after the closing of the sale. Likewise, CCRCs generally resell the units before processing refunds.

Monthly Fees

Expect monthly fees to increase annually, anywhere from 4% to 6%. This is especially true for Independent Living and could be even more for other levels of care. Source: – CCRC Guide

The following fees are based on averages from Elmcroft Senior Living, a company that manages CCRCs in 18 states nationwide:

Independent Living

Rates average roughly $2,300/month, also varying depending on type of apartment and any optional services.

Costs of Senior Living communities are often covered by private funds, but other options like Veteran’s Assistance, Long Term Care Insurance and Medicaid may be available.

Assisted Living Costs

Assisted Living rates average $105/day, but vary based on the type of apartment and level of assistance provided.

Alzheimer’s & Dementia

Rates average $139/day, but vary based on the type of apartment and level of care provided.

Health and Rehabilitation

Rates average $200/day, but vary based on accommodations and other services needed.

A stay in a Health and Rehabilitation center may be covered under Medicare, or for those who qualify for Medicaid, or alternatively with private insurance.

Financing Options

Many CCRCs have their own financing units to help you arrange funding for the cost of your retirement living. For example, Elderlife Financial offers financial help, such as bridge loans, help with selling your existing home and funding the entrance fee to your retirement community.

Home Sale Deferral Program

Some CCRCs like La Costa Glen offer a Home Sale Deferral Program, giving the chance to move in with a small deposit toward the entrance fee while you’re selling your house.

Other Options to Consider:

  • Veterans Administration – apply for assisted living benefits and aid
  • Converting your life insurance policy into a long-term benefit payout
  • Unsecured line of credit or secured lending options as a home loanHome Equity OptionsYour home equity can provide the funding you need and many people do borrow against the equity in their home to pay the costs of senior living. Home equity loans allow home owner to use the equity in their home as collateral on a loan.

Insurance Options

Long term care insurance can also help with the costs of senior living. This covers care in various senior housing settings, including senior living, dementia care communities, and skilled nursing facilities.

Premiums vary based upon the age of the insured, the type of coverage desired, and other factors.

If you own a whole life insurance policy, you may be able to convert the value of the policy into cash to contribute to the cost of senior housing.

Government Options

The Veteran’s Administration also offers benefits available to veterans and surviving spouses who qualify.

In some states, Medicaid is available in senior living for seniors with little or no resources to cover the costs of senior living.

Tax Advantages

According to

“Portions of the non-refundable entrance fee and unreimbursed monthly fee in excess of 7.5% of AGI are deductible. Because entrance fees are large, residents can maximize their deductions the first year. However, by calculating the cost of medical care to the CCRC overall, taxpayers may have trouble exceeding the 7.5% of AGI minimum.”

This also includes a portion of the monthly fees for medical care. However, if residents use the deduction while in independent living, they cannot also deduct 100% of those fees when in assisted living or skilled nursing.

The Child and Dependent Care Tax Credit

Children who fund their parents’ retirement expenses with their own income, including CCRC fees, may be able to claim them as dependents on tax returns. Source:

Estate Planning

Entering a CCRC could affect your estate planning, as a life care contract takes care of the part of your plan that addresses funding your health care needs.

Like long-term care insurance, the contract ensures your health care needs are covered even if you should run out of funds.

Cost Comparisons – Saving When You Bundle

Keep in mind, you’re getting all the services, amenities and care options in one payment plan. Had you done this all separately, you’d likely pay much more over the long-run.

Consider the potential services included:

  • Electricity, water, sewer, gas
  • Trash collection
  • Property insurance
  • Real estate taxes
  • Exterior maintenance (lawn care, painting, etc.)
  • Interior Maintenance (appliance, carpet cleaning, pest control, etc.)
  • Housekeeping and laundry service
  • Food expenses
  • Community activities and entertainment
  • Companion/caregiver (bathing, dressing, meal prep, medication, etc.)
  • Medical Care – Skilled Nursing care for the rest of your life

Cost of Living at Home

Here’s a rough idea of what you might be paying by living at home, assuming you have no mortgage and NOT including the cost of medical care:


Be sure to consider these items and any other personal expenses as you compare costs of Type A contracts, which are typically all-inclusive with medical care

Professional Financial Planning

Evaluating your financial situation with an accountant or financial advisor is highly recommended as you consider a CCRC.

And be sure to take a long-term view and evaluate your income and savings over your life expectancy. Use the Social Security Administration life expectancy calculator for help.

Chapter 8: Evaluating and Moving into a CCRC

Now, what should you look for in a CCRC? Beyond the basics, be sure to take a detailed look around and do your research in advance.

AARP provides a detailed checklist to evaluate CCRCs.

It includes 11 areas to focus on:

  1. General Community Features and Rules
  2. Location, Grounds and Facility’s Condition
  3. Your Initial Impression of the Community and Staff
  4. TheStaff–Turnover,Credentials,AvailabilityandProcedures
  5. TheResidents–GettingTheirImpressionsandFeedback
  6. Housing – Will it be Sufficient and Convenient?
  7. Meals, Nutrition Programs and Schedule
  8. MedicalServices–ClarifyingAvailabilityandFees
  9. Personal Services and Amenities
  10. Getting a Feel for Social Life and Recreation Opportunities
  11. Contracts – Paperwork and Fine Details – Fees, Payments, Coverage

See the complete list here: AARP of What to Ask When Visiting CCRCs.

Find out if the CCRC accepts Medi-Cal (Medicaid) or Medicare.

Medicaid or Medicare can cover payments for care in the Nursing Home portion of a CCRC. However, not all CCRCs allow this. Make sure you verify in advance.

Medicare 5-Star Quality Rating System

If a CCRC is Medicare certified, you can look online for Medicare (CMS) ratings to get an idea of the quality of care at the facility.

Click here for more info about the 5-Star Quality Rating System.

Take a Test-Drive

Some CCRCs will allow you to sample the lifestyle and get a true feel for the community. This may even include advance access to options like:

  • Getting community updates and news on upcoming events.
  • Complimentary fitness and nutrition consultation.
  • Access to on-site services and amenities, like the fitness center, restaurant and dining venues, swimming pools, spas and more.
  • Invitations to participate in resident activities and off-site excursions.
  • Overnight stays in guest apartments.Build a Basis of ComparisonBe sure to evaluate different communities before deciding, get a sense for each and weigh the pros and cons. Soon enough you’ll come across the right community once you establish a strong basis of comparison.Ask About Hidden Fees

“Are there any other fees you haven’t told me about?”

Make sure you ask before signing a contract, be sure everything is disclosed. Make sure you don’t end up paying for services you won’t use.

Understand the Financial Health of the Community

Your Real Estate Agent should help with this due diligence, otherwise you should verify the financial health of any prospective community.

According to California Advocates for Nursing Home Reform (, there are several import areas to consider.

Financial Statements

CCRCs are obligated to share audited financial statements and other forms indicating their financial strength before you sign the contract.

An obvious consideration would be to see if the community hold any outstanding construction loans or outstanding bond obligations.

And look for transparency from the management, especially when incomes to increases in monthly fees. Check to see that annual meetings are held to clarify and discuss any fee increase, this is required by law.

For non-profit CCRCs, they must provide services at the lowest reasonable costs in order to maintain their tax-exempt status.

Warning Signs

If you notice a history of expenses exceeding the operating income, the CCRC could become over dependent on amortized entrance fees or income from investments to meet operating expenses. This could lead to reductions in services.

Check for Excess of Assets over Liabilities.
Reserve funds are also an important indicator of the CCRCs financial planning and future financial state. With enough reserves in place, renovation or new construction can be covered and prevent high annual increases in monthly fees.

Contingency funds need to cover at least 6 months’ worth of operating expenses, although California state law only requires 75 of net operating expenses.

Staff and Administration

Other questions should focus on the experience and competence of the CEO and other top management.

Do they have experience managing long term care services?

For administrators, you can see their salary and benefits in the Annual Audit Report, and for non-profit providers on IRS 990 filings.

Occupancy Rates below 90%

The most important indicator of financial strength for a CCRC are the occupancy rates. Higher occupancy rates lead to greater revenue from entrance fees, which are amortized and keep annual rate increases low, and providing reserve funds.

A CCRC with occupancy rates below 90% over the past 3 to 5 years, or project rates lower than 90% for the next 3 to 5 years, could be at risk of closing or a merger. Otherwise, if part of a larger corporation, a poorly performing CCRC will become a drain and weaken the overall company. Source: -CCRC Guide

California Department of Social Services, Continuing Care Contracts Branch

The regulating body for CCRCs, which oversees and approves the financial conditions and provides licensing, has all these and even greater details on laws and regulations, annual reports, applications, and resources for seniors and family.

You can see the DSS website here.

California Continuing Care Residents Association (CALCRA)

A residents’ organization covering policy and legal issues giving a voice to more than 25,000 California CCRC residents.

Click here to see CALCRA website. Email:

Before signing a contract, sure of every detail as best as you can!


Chapter 9: Other Considerations to Keep in Mind

Once you or a loved one is searching for, or is already settled into a CCRC, you could face some of these situations… so you should be prepared for them.

Age Limits and Cut Offs

Some CCRCs restrict entrance to age 60, or 62 and older. While others may have a cut off age of 78 for care services. Some pre-existing conditions could also lead to higher levels of care being denied.

Who Decides When It’s Time to Move on to a Higher Level of Care?

When residents need to move into the skilled nursing unit, or even the memory care service area, it’s just a short move short move into a neighboring wing. However, in most cases, it’s the management that usually makes the decision for residents to move into the next level of care.

Although it’s a sign of giving up some degree of independence, it’s also part of the process and what a CCRC is designed to do. Family members should expect to work together and with the staff to make these decisions and help carry them out.

Price Changes Can Take Residents by Surprise

A move into a CCRC could happen during a time of stress, worry and many logistical problems for a family. It’s easy to lose sight of the big picture and the long-term perspective when dealing with the needs of the immediate moment.

Don’t forget that monthly fees generally rise anywhere from 4% to 6% annually, or even more depending on specialized needs and care. Source: – CCRC Guide

Staff Turnover

High turnover of the staff is never a good sign, especially for dementia patients who can be easily confused by new faces. It’s also a sign of low pay for the hardworking people who are responsible for your well-being.

When evaluating a CCRC, be sure to casually ask staff members how long they’ve worked there.

Standards and Quality of Care

Also, get a sense of how residents feel about the care they receive. Read reviews and look for evaluations, ratings and signs of integrity.

Use the CCRC’s standards and vision to evaluate their services. For example, here is an example of the mission statement from La Costa Glen:


Availability of Executive Management

Ask for a brief meeting with the facility’s head manager.

If you can’t get a short meeting, this could be a bad sign and could also give you some insight into the priorities of the administration and what to expect from the community.

Source: New York Post

Life Doesn’t Have to Stop When a Spouse’s Health Deteriorates.

CCRCs allow couples to stay together and lift the burden of care off the other spouse. Spouses may move together into assisted living, or the other could stay in independent living while their partner gets a higher level of care.

The other spouse still has a life to live, and can continue enjoying the community while their partner receives on-site care. Life doesn’t come to a complete stop.

The Be Group has great insight on how couples can receive different care – click here.

Don’t Wait Too Long – Get Moving While You Can!

Moving while you’re healthy is the best advice. But don’t put off getting additional care…reach out for help when you need it. Pay attention to warning signs and indicators, the small changes you notice in your general health, energy, mood and overall happiness.

Stay close to your doctors, family and friends. Counsel with them. Use these discussions to ready yourself for a potential move.

Don’t wait until you can’t enjoy the activities and build the friendships you would’ve been able to.

Relationships Play a Huge Role in Quality of Life.

Unfortunately, it’s not easy for senior couples to stay together through old age, and losing a life partner is likely at some point.

But finding support after losing a spouse, or through illness or loneliness… this is one of the biggest upsides of community living… making new friendships, creating bonds and finding support from people in similar circumstances.

Expect to Stay Active, Social and Healthy

Remember, CCRCs are designed provide new opportunities to socialize, explore new relationships, maintain your fitness, enjoy diverse activities and much more.

Although you can still have all the relaxation and privacy you like, if you don’t plan on meeting and engaging with new people, you might have a rough time adjusting to these kinds of environments.



Chapter 10: Getting Help Moving into a Continuing Care Retirement Communities CCRC

Senior Move Specialists

Finding an ideal community that makes sense financially, along evaluating the level of care some of the major hurdles in choosing a CCRC. But once you’ve handled that stage… soon it will be time to make the move, physically and emotionally.

That means packing your stuff, even a full house of treasures and memories, some of which you’ll likely leave behind.

Trained Specialists – Simplifying the Unthinkable

Not only can you find the physical help in translocating your things, but you can also find emotional help coping which such a big transition.

Certified Senior Move Managers® are trained in helping with a variety of downsizing tasks to simplify your move.

The National Association of Senior Move Managers (NASMM) is an excellent resource to use in finding a qualified specialist. Among their many responsibilities, they work to…

●  Help older adults and their families with downsizing and moving to a new home.

●  Bring integrity to safety and ethics, with continuing professional development.

●  Offer expertise and compassion with affordability.

Click here for details and a list of 10 NASMM Senior Move Managers in San Diego.

Certified Senior Advisors (CSA) ® are certified professionals who demonstrate competence and a deep knowledge of working with seniors in their various professional practices.CSA’s are available across a wide range of industries, like Real Estate, Home Modifications, Insurance, Financial Services, Senior Housing, Senior Placement and more.

They specialize in helping pre-retirees, active retirees and seniors with any major transaction or transition and specialists.

Click here to find a CSA near you.

Certified Relocation & Transition Specialists (CRTS) – professionals who demonstrate the highest standards in relocations, home downsizing and remodeling for aging-in-place.

Working with a relocation specialist ensures that seniors who might not otherwise make a move, actually do move into the right community. It not only makes things move faster, but makes for an easier and gentle transition.

Move Managers direct each step and their services include:

  • Finding you a moving company
  • Packing and unpacking your items
  • Selling Items via estate sales or on-line auctions
  • Donating, recycling or discarding unwanted items
  • Floor planning and staging belongings in your new home
  • Cleaning and preparing your existing home for sale
  • Interviewing real estate agents for the sale of your home
  • Even making the beds, hanging pictures and removing boxesMost charge on an hourly basis and will provide a free estimate with no obligation.

“Caring Transitions”Located in Carlsbad, is CRTS certified and helps with relocation, decluttering and downsizing and estate sales. They’re available for free consultations – click here.

“Gentle Transitions”

This is a 3rd generation, family-owned business serving all of California. Click here for more information and contact details.

Find other San Diego CRTS professionals – click here.

SRES®, Senior Real Estate Specialists – specialize in serving the specific needs of senior. The SRES® designation is earned by Realtors® who have completed educational courses and training focused on helping seniors and their families with buying and selling a home.

You can expect a SRES® agent to…

Have knowledge, experience and genuine concern in helping you a manage major lifestyle changes, transitions and difficult moments like selling the longtime family home.

Always keep your best interests in mind and suggest multiple housing alternatives, including aging in place or ways to avoid selling your home.The Dreamwell Homes team of Real Estate Professionals offers SRES® agents and you can also find other SRES® in San Diego by clicking here.


Contact Ken Tritle at DreamWell Homes Realty – Call or Text 760-798-9024. Thank you!

About dreamwellhomes 306 Articles
DreamWell Homes Realty is a locally owned San Diego husband and wife real estate team. Jean and Ken Tritle offer their home buyer and seller clients the best professional and personalized real estate representation with unparalleled service and guidance. For more information, please call or text Jean and Ken Tritle at 760-798-9024. Thank you! DreamWell Homes Realty CA DRE# 01777754. Mailing address: 380 S. Melrose Drive, Suite 394, Vista, CA 92081 | San Diego County, California.

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