Lynn opened by explaining that while many people focus on the house itself, they often overlook what happens behind the scenes in the title and escrow process. The “fine print” of transferring ownership, safeguarding against unexpected liens or claims, and making sure all parties are protected can make a big difference — especially when dealing with senior clients, inherited properties, or changing living arrangements.
Some of the specific ways Lynn described this include:
- Ensuring the chain of title is clear and free of surprises (e.g., unknown heirs, unresolved judgments, tax liens).
- Confirming that the property being sold or transferred is actually eligible to be transferred (especially when the owner is elderly, incapacitated, or the estate is involved).
- Escrow’s role as a neutral holder and facilitator: assets (or deeds) are held safely, funds are disbursed appropriately, and instructions executed properly.
- How the title/escrow side overlaps with probate or senior transition issues — for example, when someone has moved into assisted living, or the home is part of an estate sale, the title process can reveal hidden complications.
The key message: when you’re at a point of significant life transition — downsizing, estate settlement, moving a parent to assisted living, or selling a long-held home — having a trusted title/escrow officer like Lynn on your team is critical.
Highlights from the Conversation
Here are some of Lynn’s key points from the show:
- Start early: Lynn emphasized that waiting until the last moment to review title or escrow issues can create stress and unexpected delays. For example, if you’re selling a home that’s part of an estate, discovering a lien or unresolved their claim late in the game can derail everything.
- Know what you’re signing: Lynn reminded listeners that escrow isn’t simply “paperwork” — it is the legal process that governs how and when ownership and funds are transferred. Understanding who is signing, who is authorized, and what they’re signing for matters.
- Expect the unexpected: Even when someone assumes “everything is clear,” Lynn shared true-life examples of title issues that surfaced in senior estates: old judgments, siblings who weren’t aware of a transfer, or delayed recordings.
- Choose the right partner: In a world of many title/escrow companies, Lynn stressed choosing a firm with experience in senior transitions, estates and probate, since these cases often require extra attention and sensitivity.
- Communication is key: For real-estate professionals, families and seniors alike, Lynn’s advice was to foster open communication early — letting everyone know the timeline, the steps, and the responsibilities ahead of time helps avoid last-minute surprises.
To Contact Lydia or Sheryl
OR DONATE to Neighbors Who Care
Follow US...
On Facebook @VolunteerChandler; @lydiawietsma; @sherylzwolskikeeme
On Instagram @solvinglifesnextchapter; @sherylkeeme
On Youtube @solvinglifesnextchapter; @neighborswhocare; @luvgr8mnds
On Email Lydia@arizonapoweragent.com AND sherylkeeme@gmail.com
Thanks for listening...
#ChooseVolunteering
