Estate Life Solutions

Your Senior Life Transition Specialists

We have assembled a team of tier-one experts to assist in your loved ones' transition to continued care.

Stay Tuned for our next "Meet the Experts" Seminar - coming soon!
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Estate Life Solutions

Your Senior Living Life Transition Specialists

When high net worth individuals decide to dispose of their real property and move into a continued care community, there are several services they may need to consider. These services include:

  • Real Estate Services

  • Financial Planning/Wealth Management Services
  • Lender/Reverse Mortgage Services
  • Legal Services
  • Estate Planning Services
  • Downsizing and Personal Property Disposition
  • Moving and Relocation Services
  • Continued Care Provider
Let us know how we can help!

In Partnership with South Orange County's Finest Senior Living Communities

Working with a team of qualified professionals to help navigate all areas of this life transition can greatly streamline this complex and often stress-filled process. The amount of planning required, and myriad issues presented can be overwhelming. Estate Life Solutions is a collection of tier-one service providers who are experts in all areas of this complex life transition process. 

We work in partnership with South Orange County's premier Senior Living Communities; and these partnerships are critical to ensuring a seamless transition for individuals moving into this new phase of their lives. 

Our Life Transition Services

Addressing the special needs of seniors in transition.

A Collection of Tier-One Service Providers

You have peace of mind knowing that all areas are covered.

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The Estate Life Solutions Team

Mike Gerard

Mike Gerard

CA Real Estate Broker, Author, and Founder, Estate Life Solutions
Bart A. Zandbergen CFP®

Bart A. Zandbergen CFP®

CEO, The Zandbergen Group Wealth Management
Letitia Berbaum AIF®, CEPA

Letitia Berbaum AIF®, CEPA

COO, The Zandbergen Group Wealth Management
Mitchell Adams CPA

Mitchell Adams CPA

Certified Public Accountant
Matthew G. Stein, Esq.

Matthew G. Stein, Esq.

Probate Litigation Attorney and owner of Law & Stein, LLP
Shauna Rae Anderson, Esq.

Shauna Rae Anderson, Esq.

Estate Planning Attorney and Partner with Law & Stein, LLP
James McKibban

James McKibban

Branch Manager at Movement Mortgage
Kirsten Ranger

Kirsten Ranger

Owner, Organized & Orderly
Susan Amenta

Susan Amenta

Transaction Coordinator