Expert at Turning a Perplexing Time Into a Pleasurable Future Fourth Generation Realtor [email protected] 408-206-2472
A Note from Patrick Adair... Throughout my 30+ years of experience in Real Estate, I have devoted myself to perfecting a system that empowers individuals to make the best decisions during this critical and often stressful stage of life. Whether you’re considering downsizing for yourself, a loved one, or a client, I take great pride in being your trusted advisor providing guidance and support every step of the way. I’m a passionate advocate for seniors, and I’m delighted to have launched the STAMP Program. (Stop Taking Advantage of Mom & Pop). This initiative is specifically designed to educate seniors, their families, attorneys, fiduciaries and trustees about the unfortunate exploitation that unscrupulous builders, investors and wholesale agents may engage in, particularly concerning our elderly’s most valuable asset, their home. Feel free to reach out whenever you’re ready to learn more about my comprehensive STAMP program, which also includes a “Stay at Home Plan”. I’d be delighted to provide you with further information and address any questions you may have. Don’t hesitate to contact me at your convenience. My passion lies in assisting older adults as they navigate the challenging decisions that come with downsizing. I find fulfillment in supporting them through the overwhelming process and helping them make well-considered choices during this significant transition in their lives.
Age in Place vs Sell vs Rent Analysis Senior, “Stay @ Home” Program. Property Inspection Services - preserving the value and maintaining the livability questions Design downsizing plan, color code and floor plan design Organize moving sale, help to prepare, price and implement Referrals to professional appraisers for your valuables Removal of debris and organize cleaning services Assure your distant loved ones that you have local help Provide top quality trades people, vetted and reasonable fiduciaries and more Medi-Cal & Medi-Care experts to help with the myriad of Free retirement housing search and tours Discounted packing and moving services Capital gains review and reduction strategy Free initial consultations with elder law attorney, CPA's, Mom’s home of 42 years sold quickly at an excellent price. The process could not have been smoother! The Heldts’
Elder Law Attorney & Trust Specialist CPA, Financial Management & Fiduciary Services Title & Escrow Specialist Home, Termite & Roof Inspectors General Contractors, Plumbers, Painters & Handymen Garden & Landscaping Moving and Storage Clean up, Maid & Hauling Services Designer, Decorator, Home Staging Services At – home Senior Care, Dementia – Alzheimer’s Counseling Referrals Appraisals for your Valuables You name it and I’ll provide it! My Services Come with a Team... We can start with a brief conversation encompassing your current and future housing goals. I’ll be able to ascertain your unique situation and build a strong strategy to best service your particular requirements. Occasionally your needs may be outside the realm of Real Estate so I’ve established a team of experts: Each person completing a piece of the puzzle until the picture of your future is clear. A list of experts who I have vetted and approve. Use QR code to save my info on phone
Sell your home “As – Is” Minor repair & update program* Complete update program* Patrick Adair deserved 10, yes 10 stars for his ability to get things done. He is one of the, in my opinion, Best Realtors of the whole South Bay Area. I could go on and mention that Patrick got us over $70,000 over asking price. Thank you for your Expertise, Knowledge and Patience. “ H. & J. Hament Home Sale Programs to Fit Your Situation On a few occasions I have been able to help mom / dad stay at their home for a lot longer: providing referrals for a reverse mortgage, at-home care specialists and other care providers. A strategy that has paid off, as owners were able to realize a substantial increase of $100,000’s in sales price. All the while staying in their home safe and secure. Then when appropriate, we assist you in your transition to your new home. As you relax, I'm preparing, marketing and selling your home for top dollar. * No out of $ pocket $ program available – call for details
IMPORTANT – There is only 1 probate Judge in all of Santa Clara County, you’ll want to avoid the lengthy proceedings and costs involved with probate. The best way to protect yourself, if you own property, is to set up a trust. I recommend fiinding an attorney you like or I can refer one to you. Below you’ll fiind common terms and tips to help you and your family navigate the waters of growing old. Make sure all bank accounts have direct benefiiciaries. The benefiiciary need only go to the bank with your death certifiicate and an ID of their own. TOD = Transfer On Death deed if you own a home. Completing this document and fiiling it with your county saves your heirs THOUSANDS. This document allows you to transfer ownership of your home to your designee. All they need to do is take their ID and your death certifiicate to the county building and the deed is signed over. Doing this will avoid the home having to go through probate. There are six major pit falls to a TOD, if you own property a Trust is best! ...Living Will: Allows one to put in writing exactly what you want done in the event you cannot speak for yourself when it comes to healthcare decisions as well as other fiinal decisions. Durable Power of Attorney: Allows one to designate a person to make legal decisions if you are no longer competent to do so. Power of Attorney for Healthcare: This document allows one to designate someone to make healthcare decisions for them. Last Will and Testament: Designates to whom personal belongings will go to. Funeral Planning Declaration: Allows one to say exactly one’s wishes as far as disposition of the body and the services.
If the above documents are done, you can AVOID probate. If all the above are not done, you have to open an estate account at the bank. All money that doesn’t have direct benefiiciaries goes into this account. You have to have an attorney to open the estate account. The attorney also has to publicize your passing in the newspaper or post publication at the county courthouse, to allow anyone to make a claim on your property. - It’s a complete PAIN. Make a list of all banks and account numbers, all investment institutions with account numbers, lists of credit cards, utility accounts, etc. Leave clear instructions as to how and when these things are paid. Make sure heirs know where life insurance policies are located. Make 100% sure SOMEONE knows your Apple ID, bank ID account logins and passwords! Make sure you have titles for all vehicles, campers, trailers, boats, etc! Set up a TRUST for intended benefiiciaries, especially those that are too young, and appoint a trustee of said trust. MOST IMPORTANTLY!!!! - Talk with those closest to you and make all your wishes KNOWN. Talk to those whom you’ve designated, as well as those close to you whom you did not designate. - Do this to explain why your decisions were made and to avoid any lingering questions or hurt feelings. ⚡Hope this helps! ⚡Hope this lights a spark to encourage all your friends and family to take care of these things to make it easier for those we all leave behind! My hope is that the above list at least helps you start an important conversation with your loved ones... it’s a very necessary conversation Call today to get the answers you need for tomorrow.
Pat is very specialized and I appreciated and needed his hand holding and guidance as my husband had passed away. His compassion and understanding are what I needed most. Excellent Service from Someone I trust. D. H. Interesting Facts About Patrick... 1982 Graduate of St. Mary’s College – B.S. in Business Administration & Economics 4th Generation Realtor – Great Grandfather founded Adair Real Estate and Loan, Atlanta 1865 Moved to Silicon Valley in 1986 Acquired Real Estate License in 1988 Member of Silicon Valley Asso. of Realtors - C.A.R & N.A.R. Implemented Older Adult Real Estate Program in 1990 Knowledge in Vastu’ (a Hindu System of architecture) Previous background in Title and Escrow 1983-1988 Assisted multitude of high-level executives and sports �igures with privacy and anonymity Implemented S.T.A.M.P. (Stop Taking Advantage of Mom/Pop) program in 2016 Committee Member of “Elder Abuse Task Force” of S. C. C. Member of the San Jose Silicon Valler Chamber of Commerce Member of Liberty Lodge 299 F & A Masons of Santa Clara Married to my beautiful bride and have two boys, 19 & 37
A few have tried to mimic my business model over the last few years, but no one can mimic the amount of care, integrity, knowledge and commitment I make for each and every person. I invite you to call or write and - let me know how I may be able to utilize my experience and knowledge to assist you, your family member or client achieve your goals. You'll see the best downsizing services available are from Patrick Adair. A Parting Note... Patrick G. Adair -- Older Adult Real Estate Specialist 408-206-2472 "Patrick's great connection with people and relentless perseverance to always make the client happy is why he is the Realtor I choose to work with.” LCB, Attorney-at-Law
Patrick G. Adair 4th Generation Realtor Older Adult Real Estate Specialist www.padair.agent.intero.com 408-206-2472 DRE 01100170