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The business of Doing Good
At Legacy Property Advisors, we believe real estate should be about more than just transactions: it can be a force for good. As a social enterprise, we work with a select group of real estate brokers to grow their businesses while making a real impact on the families that need to use real estate to pay for long-term care.
With LPA, you’ll get the tools, strategies, and support to:
- Make an Impact – Our exclusive Cause Marketing Campaigns integrate your business with causes that are meaningful to you, transforming community goodwill into high-quality leads.
- Reclaim Your Time – Streamline your business, eliminate busy work, and focus on what you love and do best.
Success is about more than just closing deals. It's about building a legacy.
More than our mission — it’s our story
My mother was diagnosed with Alzheimer's almost 10 years ago. Like so many families, we did everything we could to keep her at home, but there came a point where additional care became necessary.
We were shocked to discover that care would cost us $10,000 a month. We were advised that selling her home was our only option. In hindsight, we felt taken advantage of. We'd made a poor, hasty decision because we waited until we were desperate. Unfortunately, we now know many other families are in the same position.
Time and time again, we heard from people who wished they could have worked with a Real Estate Broker who offered the following:
- A true understanding, on a personal level, of what families are going through
- Expert, compassionate guidance through all the options, whether leasing, financing, or even donating a property, with their best interests at heart
- Referrals to trustworthy lenders, CPAs, and attorneys who have experience helping families in similar situations
This was our founding moment!
We created Legacy Property Advisors to ensure that what happened to our family doesn't happen to anyone else.
WHAT THE LONG-TERM CARE CRISIS MEANS FOR BROKERS
It Affects Everyone
The Family Home Might Be the Only Solution
The Family Home Might Be the Only Solution
- Nearly 25% of all seniors will become disabled and require long-term care.
- Adult children spend an average of 35% of their income on parental care.
- 63% of adult children have no plan as to how they will pay for their parent's care over the next five years.
- 53% of all caregivers provide 40 or more hours of care per week.
- 25% of caregivers have been fired or have had to quit their job due to the demands of caregiving.
The Family Home Might Be the Only Solution
The Family Home Might Be the Only Solution
The Family Home Might Be the Only Solution
- Regular insurance and Medicare fall far short of paying for long-term care. The vast majority of families without long-term care insurance face huge out-of-pocket expenses averaging over $100,000 per year.
- Millions of California seniors are “house rich but cash poor.” The harsh reality is that without a plan, the family home is often the only way to fund care.
- We believe families shouldn't have to decide between paying for long-term care or preserving their family's financial legacy. But difficult decisions are frequently made when a family is already in crisis mode.
A True PARTNERSHIP
As real estate brokers ourselves, we understand how hard you have worked to build your reputation and referral network. Our business model is designed to build on what you do best and to protect your business, not compete with it. We offer complementary resources and expertise with a genuine commitment to making a difference.
Here’s what makes Legacy Property Advisors different:
Collaborative & Non-Competitive Model
We fiercely protect our brokers’ referral networks by ensuring we never compete with you for buyers and sellers. Our success depends on yours, so we grow when you do.
Seamless Marketing Integration
LPA enhances digital, print, and social media marketing efforts. We work in tandem with your current strategies to boost your visibility and generate more leads.
Exclusive Geographic Advantage
As a Legacy Property Advisors partner, you receive exclusive referral rights in your designated community. We work with only one broker per area, so you gain a powerful, competitive advantage that strengthens your business and drives your long-term growth.
No family should be forced into financial ruin while trying to provide the best care for a loved one. If you or someone you know is struggling with long-term care decisions, we are here to help.
Together, we can help create a future where families are empowered with knowledge and sound financial advice for peace of mind during one of life's most challenging transitions.