DOWNSIZING · TRUST SALES · SENIOR MOVES

Some Moves Carry More Weight Than Others

The right move, at the right time, handled the right way.

Selling a longtime family home, or helping a loved one through a major life transition, requires more than a standard real estate transaction. It requires patience, guidance, discretion, and an experienced advisor who understands what’s at stake.

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WHEN LIFE CALLS FOR A CHANGE OF ADDRESS

Real Estate Transitions Often Involve More Than Real Estate

Not every sale is a straightforward market transaction. Sometimes a move represents the closing of a long chapter — a family helping a parent transition into assisted living, siblings coordinating the sale of an inherited property, or longtime homeowners preparing for a simpler next stage of life.

These situations come with emotional weight, multiple decision-makers, logistical complexity, and financial considerations that require a different level of care and communication.

Costanza Genoese Zerbi has guided families through downsizing decisions, trust sales, estate transitions, and senior moves across Long Beach and greater Los Angeles with a calm, thoughtful approach focused on clarity, strategy, and protecting the client’s interests at every step.

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HOW WE HELP FAMILIES NAVIGATE TRANSITIONS

Every Situation Is Different. The Guidance Should Be Too

Transition-related sales require practical expertise combined with patience, communication, and thoughtful coordination between everyone involved.

01

Downsizing to the Next Chapter

Selling a home you’ve lived in for decades comes with emotional and logistical challenges that deserve thoughtful guidance. Whether moving closer to family, transitioning into a smaller home, or exploring senior living options, we help clients move at a pace that feels manageable and informed.

02

Selling Through a Trust

Trust-held property sales involve legal documentation, title coordination, estate planning considerations, and careful communication between multiple parties. We work closely with trustees, attorneys, and financial professionals to ensure the process stays organized, compliant, and efficient.

03

Helping Families Navigate Complex Decisions

Sometimes the client is an entire family, not just one person. Adult children, trustees, siblings, and caregivers often need a steady, organized point of contact to help keep communication clear and decisions moving forward calmly.

Talk Through Your Situation

Questions to Consider Before Selling

Is the property titled correctly?
Is the trust current and updated?
Have successor trustees been identified?
Do family members know where estate documents are located?
Has the estate plan been reviewed recently?
Have future care or living expenses been considered?
Is the real estate agent experienced with trust-held property?

AN IMPORTANT CONVERSATION BEFORE YOU SELL

Do You Have a Living Trust in Place?

For many families, a home is one of their most valuable assets — yet many homeowners don’t realize how important proper estate planning becomes before a major transition or sale.

A living trust can help families avoid probate, simplify asset transfers, and reduce unnecessary legal complications during already difficult moments. If you’re considering downsizing or preparing for a future transition, this is often the right time to review whether your trust, title structure, and estate plan still reflect your goals.

While we don’t provide legal advice, we regularly work alongside estate planning attorneys and trusted professionals to help ensure trust-related sales are handled correctly from the beginning.

The best time to set up a trust is before you need one. The second-best time is now.

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A CALM, STRUCTURED APPROACH

How We Help Families Move Through the Process

Every transition is different, but the goal is always the same: helping clients move forward with clarity, confidence, and the right level of support throughout every stage.

Step 01

Listen & Understand

We begin by understanding the family dynamics, timeline, goals, financial considerations, and concerns involved before making recommendations.

Step 02

Plan & Prepare

From property preparation and vendor coordination to trust documentation and logistics, we create a realistic plan tailored to the situation.

Step 03

List & Negotiate

Strategic pricing, thoughtful marketing, and experienced negotiation designed to protect the family’s interests and maximize value.

Step 04

Close with Care

We stay closely involved through escrow and closing to ensure communication remains clear, paperwork stays organized, and the process feels manageable from beginning to end.

“Selling a home tied to decades of memories is never just a financial transaction. My role is to guide families through the process thoughtfully, protect their interests, and help them move forward with clarity and confidence.”

— Costanza Genoese Zerbi

Trusted Across Long Beach

"I had a great experience working with Costanza. My situation was very complex given that I was an out of state seller. She handled everything I needed and went above and beyond what most realtors would be required to do."

"Costanza provided astute guidance throughout the process of selling our home. Starting with suggestions about how to highlight our home’s best features, to the timing of when to actually place our home on the market, to discussion of an appropriate … Read MoreRead Less

"Constanza is extremely knowledgeable and professional. She guided us through the home buying process and as first home time buyers it felt more secure to have an experienced real estate agent behind us. She is very responsive and answered all of our … Read MoreRead Less

"Honest, Responsive, and Wonderful to Work With. We had a wonderful experience working with our property agent during the home buying process. She was never pushy and always gave us the space and confidence to make the right decisions for our family. … Read MoreRead Less

"Costanza is hands-down the best agent we’ve ever worked with. She helped us sell our townhome for an incredible price and navigated a very intense timeline to get us into our new home. She is incredibly responsive, deeply knowledgeable about the rea… Read MoreRead Less

"I could go on for days about how Constaza has saved me time, money, and headaches—but I’ll keep it simple. If you’re looking for someone who will protect your wallet and help you find the right home, someone who goes above and beyond and isn’t afraid… Read MoreRead Less

"A wonderful experience! Using her market insights, Costanza was great at steering us through the selling process. She kept us informed at every step and was always available to take our calls and answer our questions. She was able to see past minor s… Read MoreRead Less

"It was a joy to work with Costanza. She provided expert knowledge and helped us sell our home quickly. We are grateful for her patience and her persistence in helping us make the best deal possible. We would definitely refer to her to others. We h… Read MoreRead Less

"Constanza is an incredible professional. She listed our home and found a buyer within a week! When the sale hit some unexpected hurdles, her wisdom and hard work saved the deal. We felt supported every step of the way and wouldn't dream of using anot… Read MoreRead Less

"Went above and beyond for us . Costanza has been an absolute pleasure to work with. After our house sat on the market for weeks, she took over and had it pending in a week in her expertise is only matched by her dedication. She went as far as providi… Read MoreRead Less

Success Stories

TRANSITION & TRUST SALE QUESTIONS

Guidance for Downsizing, Estate Sales & Family Transitions.

Transition-related sales require more than a standard listing strategy. Costanza provides thoughtful guidance, clear communication, and coordination with family members, trustees, attorneys, and financial professionals to help clients navigate emotionally and financially complex situations.

Pricing is based on neighborhood trends, buyer demand, property condition, architectural value, and market timing. For unique homes and longtime family properties, the team focuses on balancing strategic pricing with long-term value positioning.

Every property receives a customized plan that may include staging guidance, vendor coordination, professional photography, digital marketing, targeted outreach, and strategic preparation designed to maximize buyer confidence and minimize stress for the family.

Preparation timelines vary depending on the condition of the property and the family’s goals, but the team helps coordinate staging, clean-outs, repairs, vendors, and presentation strategy to make the process as smooth as possible.

LET’S TALK THROUGH YOUR SITUATION

A Simple Conversation Is the Best Place to Start

Whether you’re planning ahead, helping a family member transition, or managing a trust sale today, we’re here to provide thoughtful guidance and honest advice without pressure.

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