Transition Services
Our Services
Every family's situation is different. Whether you're preparing ahead of time or navigating a transition right now, we have a path for you. Families can enter at any point — but clarity always comes first.
Start Here
Assessment & Transition Roadmap
90-Minute In-Home Visit
The starting point for most families. You will leave with a clear, written picture of where things stand and exactly what to do next.
- 90-minute visit with senior and/or family
- Review of living situation, safety, and timeline
- Short- and long-term needs identification
- Written roadmap: next steps, vendor types, timeline, and budget ranges
Most Comprehensive
Transition Leadership
Project-Based
Full project management from start to finish. We handle the details so families can focus on what matters most.
- Compassionate sorting: keep / gift / donate / sell / discard
- Move coordination and vendor management
- Space planning and full new home setup
- Day-of move coordination (non-lifting role)
- Weekly family updates and communication
- Final home close-out checklist and coordination
Ongoing Support
Advocacy Concierge Membership
A steady, trusted advocate over time — ideal for seniors living alone or adult children who live out of town.
- Weekly or bi-weekly touchpoints
- Appointment scheduling and reminders
- Vendor coordination and follow-up
- Technology assistance: phones, tablets, portals, TV
- Advocacy during care or facility conversations
- Family updates after key events
Plan Ahead
Pre-Retirement & Proactive Planning
The best time to plan is before a crisis. We help families get organized, connected, and genuinely prepared.
- Guidance on who to meet: financial, legal, housing, care
- Planning future living arrangements
- Organizing important documents and plans
- Connecting with trusted local resources
Estate & Legacy Services
Support after a loss.
For families navigating what comes after — Bella Lane provides structured, compassionate coordination through the most difficult next steps.
Most Comprehensive
Legacy & Executor Support
Project-Based or Ongoing Monthly
For families and executors who are overwhelmed by what comes next. We create a clear roadmap, coordinate the professionals, and walk beside you for as long as it takes.
Quick overview:
- Family intake, priority mapping & written Close-Out Roadmap
- Guidance on death certificates & notifying institutions
- Coordination with facilities, utilities & storage units
- Ongoing executor check-ins & professional coordination
Can be added: Property & Possessions Close-Out for homes, land, or properties in difficult condition.
Add-On or Standalone
Property & Possessions Close-Out
Project-Based
For families managing homes, land, storage units, or properties in difficult condition. Available as a standalone service or added to any Legacy & Executor package.
- On-site leadership and coordination
- Oversight of licensed clean-out and trash removal vendors
- Hoarding or neglected property remediation coordination
- Donation, consignment, and estate sale resource coordination
- Storage unit clean-out oversight
- Item categorization: keep / distribute / sell / donate / discard
- Property sale or heir transfer preparation checklist
Flexible Support
À La Carte Services
Not every family needs a full package. These individual sessions and focused services are available on their own — or as add-ons to any package.
Sorting Session (2 hrs)
Gentle, respectful help organizing belongings and making decisions.
Move Coordination
Scheduling, vendor communication, and day-of oversight.
New Home Setup
Making the new space feel familiar, functional, and welcoming.
Family Facilitation
Structured conversations, decision tracking, and written action steps.
Important Document Binder
Organized records, contacts, and reference materials for peace of mind.
Legacy Project
Photo organization, keepsakes, memory sorting, and story preservation.
Executor Planning Session (90 min)
Map priorities and identify next steps for executors.
Document & Account Checklist Setup
Organized checklist of key documents and accounts for estate management.
Storage Unit Coordination
Oversight and organization of storage unit contents and clean-out.
Property Clean-Out Oversight
On-site coordination of licensed clean-out or removal vendors.
What This Service Does NOT Include:
Legal advice · Tax preparation · Asset valuation · Financial decisions · Physical labor
We coordinate — professionals execute.
Not Sure Where to Start?
Let's talk it through.
We'll help you figure out which service fits your family's situation best.