For homeowners and families
A field guide for homeowners 65 and over.
Free, by email.
The Senior Partner, homeowner edition, is Lance Pendleton’s book for homeowners 65 and over and their families. You have thought about it. Your family keeps bringing it up. Either way, this is your decision. This book gives you the questions to ask and the costs to add up. You will not need anyone to translate it.
You’re weighing whether to move, and you want to decide on your own timeline.
Your kids keep raising it, and you’re not sure whether they’re right.
You’ve been in this home for decades, and leaving is harder than anyone around you understands.
You don’t know how to find an agent you can trust for this move.
You’ve heard terms like Power of Attorney and stepped-up basis, and nobody has explained either one.
You’ve already decided to move, and everything that comes next feels like a lot.
If you’re reading this for a parent: this book is written to the person whose name is on the deed. The one ask is to give them the copy first. This is their decision to lead.
Get the opening chapter free. It puts what staying costs next to what moving costs, before you commit to either one.
No one trained you for this. That is why the book covers six things that make this move unlike any other.
Your home holds more than furniture.
Decades of life live in these rooms. The book gives you a way to carry that forward.
Your family wants to help.
Their worry can sound like pressure. You get the words to keep the decision yours without a fight.
Powers of Attorney, trusts, tax exclusions, senior move managers.
Most people meet these too late. The book explains each one in plain words, while there is still time to use them.
Feeling sad doesn’t mean you’re making the wrong call.
The book says so plainly and tells you what to do when the feeling arrives.
The fear of losing control.
A hospital stay can make this decision for you. Deciding early is how you keep it yours.
The part after the move.
The first six months can be lonely. The book is honest about why, and what helps.
“The fear most older adults name, when they’re willing to name it, is the fear of losing control over their own lives. That fear is reasonable. What people get wrong is the timing. Control is preserved by deciding, not by waiting.”
Lance Pendleton, The Senior Partner
Whether to move or stay.
What each one costs, including the costs that never show up on a spreadsheet.
What your options are.
Aging in place, independent living, downsizing, moving in with family, continuing care.
What to do with fifty years of belongings.
The order to do it in, and who to call for what you can’t do alone.
Which documents you need.
Estate paperwork in plain language, and when to bring in an attorney or an accountant.
How to manage the family conversation.
The words to keep your seat at the head of your own table.
What comes after.
The honest version of the first six months, and what makes it easier.
Lance and his dog, Deegan.
Lance Pendleton is a real estate coach, TEDx speaker and author of The Senior Partner, based in Connecticut. He founded PreTSD Consulting, created Reframe Lab and was National Head of Agent Development at Compass.
He wrote it so you walk into the first meeting knowing what the agent knows.
He hosted Consumed until March 2026. It’s a podcast about buying and selling a home. The episodes are still up on Apple Podcasts.
“Lance is brilliant and unfailingly helpful with a remarkable gift for solving vexing problems, explaining complex technical issues and offering clear, easily understood guidance.”
Chuck Scarborough, Emmy Award winning journalist for NBC News
Every format has the whole book. The paperback has tear-out checklists you can write on.
ISBN 9798996313075. Published July 1, 2026.
Still deciding: start at the front. Already decided: go to the moving chapters. Already moved: start at the last section, which was written for you.
No. It’s general guidance, not legal, tax, medical or financial advice. It points you to the right professional and tells you what to ask.
Paperback and Kindle on Amazon, plus Apple Books and Google Play.
This page contains no legal, tax, medical or financial advice.