I am Tess Marquez, a Certified Probate Specialist and SRES serving West Covina, Covina, Glendora, San Dimas, Claremont, Walnut, Diamond Bar, Hacienda Heights, Arcadia, and the greater San Gabriel Valley. I help seniors and families move from a home that no longer works into one that does, including probate and trust situations. This guide explains your options, what the process actually looks like, and how to make this decision with confidence and without pressure.
Certified Probate Specialist · SRES · Centurion Producer · San Gabriel Valley
YOUR SITUATION
The stairs you climb carefully now. The rooms you no longer use. The maintenance that keeps growing while your energy for it does not. Owning a home you love and living in a home that works are not always the same thing anymore, and noticing that is not giving up. It is paying attention.
WHAT YOU MAY BE FEELING
The fear is rarely about the house. It is about leaving what is familiar, not knowing anyone in a new place, and wondering if you will regret it. I take those fears seriously, so we go at your pace, look at every option side by side, and you decide only when you feel ready.
A DIFFERENT WAY TO THINK ABOUT THIS
Right-sizing means trading square footage you no longer use for safety, ease, and money you can actually live on. A single-story home. No stairs. Less maintenance. In the San Gabriel Valley, decades of ownership often means several hundred thousand dollars of equity sitting inside a house that no longer fits. That equity can fund a better daily life.
A REAL EXAMPLE
A client of mine, 83, lived alone in a two-story home with no downstairs bedroom, on Social Security, with a house needing repairs she could not fund. We sold it, used part of her equity to buy a single-story two-bedroom, and structured a reverse mortgage reviewed with a licensed loan specialist. She now has extra money every month, funds to travel, and a home she can stay in for life.
BEFORE ANY DECISION
Before any decision, the most useful step is a conversation. I will walk you through what your home is likely worth, what your options look like, and what each path means for your monthly life. You leave with a plan even if we never work together.
Complimentary. Confidential. No obligation.
UNDERSTANDING YOUR OPTIONS
Before making any decisions, it helps to see your realistic options side by side.
PATH A
Fast closing timeline
No preparation required
Price typically 10 to 15% below market
Limited negotiating power
May be right in urgent situations
PATH B
Preparation maximizes value
Attracts higher-quality buyers
Typically yields significantly more equity
You stay in control throughout
The right choice for most longtime owners
A cash offer is quick but typically leaves a meaningful amount of your equity on the table. The coordination of a prepared sale is my job, not yours. I show you both numbers in real dollars so the choice is yours, made with full information.
WHEN THE HOME NEEDS WORK
Outdated kitchen, deferred repairs, decades of wear. None of that disqualifies your home. I bring in vendors from my own network for repairs and preparation, and we weigh which updates actually pay for themselves against selling as-is. You do not need cash on hand to have options, and you never have to find a contractor alone.
THE BELONGINGS QUESTION
Forty years of life does not pack itself, and this is the part that stops most people before they start. We break it into small stages, decide what moves with you, what goes to family, and what gets donated or sold, with movers and estate resources from my network handling the heavy lifting. One step at a time is the whole method.
FINDING YOUR NEXT HOME
Staying local is possible more often than people think. Single-story homes, smaller properties, and 55+ communities exist across West Covina, Covina, Glendora, San Dimas, and the wider valley, and I help you match the option to your life, your budget, and the people you want to stay near. If assisted living is the right fit, I guide that transition too.
FOR FAMILIES MANAGING AN ESTATE
If you are handling a parent's home through probate or a trust, you are grieving and administrating at the same time. As a Certified Probate Specialist, I know the court process, the timelines, and the paperwork, so the sale moves correctly and you are not learning legal procedure in the middle of a loss. I coordinate with your attorney and keep the family informed.
MY COMMITMENT TO YOU
Clients ask me one question more than any other: will you be there to hold my hand. The answer is yes, at every step, from the first conversation to the day you are settled. I am available whenever you need me, and my full commitment is the reason past clients recommend me to people they love.
THE PROCESS, SIMPLY PUT
WHO I AM
I am a Certified Probate Specialist and SRES, a consistent top producer and Centurion Producer here in the San Gabriel Valley. What those mean for you is simple. Your situation is one I have handled many times before, your sale is managed by someone with a proven record, and your family works with a specialist, not a generalist figuring it out on your file.
Court process, timelines, and paperwork handled
Nationally certified Seniors Real Estate Specialist
Proven results across the San Gabriel Valley

MEET YOUR SPECIALIST
Certified Probate Specialist · SRES · Centurion Producer
Serving West Covina, Covina, Glendora, San Dimas, Claremont, Walnut, Diamond Bar, Hacienda Heights, Arcadia, and the greater San Gabriel Valley.
YOUR NEXT STEP
There is no deadline on this decision. When you want to talk, I will walk you through your home's value, your options, and a plan built around your pace. Bring your questions, bring your family, bring your doubts. That is what the conversation is for.
Complimentary. Confidential. No obligation.
Tess Marquez · Certified Probate Specialist · SRES · Centurion Producer · San Gabriel Valley
SAN GABRIEL VALLEY · SENIOR TRANSITIONS GUIDE · 2026