Attorney-directed real estate services, scoped in plain English.
We help identify property options, coordinate acquisition, and provide ongoing property management. We are not a law firm and do not provide legal, tax, investment, or Medicaid eligibility advice.
- 01
Real Estate and Transition Support
Who it's for · Seniors and families considering whether to sell, rent, improve, or transition a property as part of Medicaid planning, asset-protection planning, or other legal and financial planning being handled with their attorney and other advisors.
What's included- General review of housing and property options
- Market information and property comparisons
- Transition timing and logistical planning
- Coordination with family members and outside professionals
- Real estate brokerage and listing services, where applicable
What's not included- Legal advice
- Tax, investment, or Medicaid eligibility advice
- Contract review
- 02
Property Setup for Income-Producing Use After Purchase
Who it's for · Owners who need help preparing a property for rental or other income-producing use after purchase.
What's included- General scope-of-work planning
- Contractor coordination
- Project scheduling and oversight
- Progress updates and basic readiness review
What's not included- Construction, repair, or physical labor performed directly by us
- Architectural, engineering, or licensed inspection services
- Legal, tax, investment, or Medicaid eligibility advice
- 03
Property Management and Income Operations
Who it's for · Seniors and families who want ongoing help managing income-producing property.
What's included- Tenant screening and placement
- Rent collection and operational reporting
- Maintenance coordination
- Ongoing day-to-day property oversight
What's not included- Guaranteed income, occupancy, or investment returns
- Tax preparation, financial planning, or Medicaid eligibility advice
- 04
Vendor Coordination and Reporting
Who it's for · Families, trustees, and other authorized decision-makers who need organized oversight of property-related service providers.
What's included- Coordination and communication with property-related vendors
- Regular operational updates and documentation
- Budget tracking and cost monitoring
- A central point of contact for day-to-day property matters
What's not included- Legal, fiduciary, or trustee services
- Insurance brokerage or insurance advice
- Tax, investment, or Medicaid eligibility advice
Important. Senior Income Properties is not a law firm and does not provide legal, tax, investment, or Medicaid eligibility advice. All such decisions are made by you with your own attorney and other qualified advisors. Using our services does not create an attorney-client or fiduciary relationship and does not guarantee Medicaid eligibility or any particular legal, tax, or financial outcome.