At Tierney & Co. | Real Estate Planning & Senior Transitions, we know that downsizing isn’t just about packing boxes — it’s about managing one of life’s most emotional and complex transitions with dignity, foresight, and care.

That’s why we created the Senior Transition Concierge Service, Santa Barbara’s first comprehensive, white-glove solution for seniors and their families navigating what comes next.

From identifying the right senior living community to coordinating movers, organizing the home, and ensuring a strong financial and legal foundation — we manage every step so you can move forward with confidence and peace of mind.

The #1 Element of a Successful Downsizing: A Senior Move Manager

The single most important factor in a smooth downsizing experience is hiring a Senior Move Manager — a professional who specializes in guiding older adults through every stage of transition.

At Tierney & Co., our trusted Senior Move Managers are members of the National Association of Senior & Specialty Move Managers (NASMM), adhering to the highest standards of ethics, compassion, and professionalism.

Your Senior Move Manager will:

• Create a customized transition plan based on your unique goals and comfort level

• Coordinate the moving company to ensure every detail is handled seamlessly

• Identify items of value, family keepsakes, and sensitive documents that must be preserved or securely destroyed

• Manage donations, estate sales, and clear-outs with sensitivity and efficiency

By letting your Senior Move Manager coordinate the movers, you avoid costly mistakes, reduce emotional stress, and gain the reassurance that every detail is handled with care.

Our Concierge Approach

A successful transition requires more than just finding a new place to live — it requires a solid plan that considers every aspect of the journey.

Our Senior Transition Concierge integrates all key components of a complete life plan, including:

• Senior living and care placement — matching your loved one with the right environment for their health and happiness

• Real estate strategy — evaluating the family home (or multiple homes) to protect equity, defer capital gains taxes, and preserve generational wealth

• Financial coordination — aligning with your CPA or financial planner to ensure liquidity and long-term sustainability

• Legal and healthcare planning — confirming Power of Attorney (POA), healthcare directives, and end-of-life decisions are clearly defined and documented

• Downsizing and move management — decluttering, staging, and preparing the home for sale with care

This holistic approach is what makes Tierney & Co. unique. We don’t just move belongings — we help families move forward with structure, compassion, and peace of mind.

Finding the Right Care & Support

Every successful transition starts with the right care plan.
We work alongside trusted senior living advisors and local care specialists to match your loved one with the best-fit community — whether it’s independent living, assisted living, or memory care.

Our goal is to take the overwhelm out of the process, helping you compare care options, understand costs, and ensure your loved one is both supported and happy in their next home.

Plan First, Move Confidently

A thoughtful transition begins long before moving day.
Our concierge team will help you create a step-by-step plan that ensures every box — financial, emotional, legal, and logistical — is checked.

Because when everything aligns — from the home sale to healthcare directives — the process becomes not just smoother, but truly empowering.

Let’s Simplify the Process Together

If you’re preparing for a move or helping a loved one plan for what’s next, we’re here to help.

Our Senior Transition Concierge Service is your “Easy Button” for life’s next move — combining compassion, coordination, and expertise to make this season of life less stressful and more meaningful.