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PLAN - RIGHTSIZE - MOVE - SETTLE - CLEAR
We help families, seniors, executors, and trustees find clarity and direction for transitions, moves, and estate clear-outs in Santa Barbara, Montecito, Hope Ranch, Goleta, Carpinteria, Ojai, and Santa Ynez.
Professional Organizing and Concierge Move Management
OUR SOLUTIONS - TAILORED TO YOUR NEEDS
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Code of Ethics
Why Choose Us
The Client Relationship
Business Practices
Standard 1 – Advocacy and Loyalty
The Client is the person in transition. We will provide services and recommendations based on the needs and concerns of the person in transition.
Standard 2 – Promoting Self-Determination
We will respect and encourage the Client’s right to be in control and to make decisions.
Standard 3 – Right to Privacy
We will not disclose personal information about Clients and will reveal such information only with the Client’s permission.
Standard 4 – Conflict of Interest
We will seek to avoid conflicts of interest and will use best practices to reduce them when dual relationships are present.
Standard 5 – Integrity
We will be honest in all business relationships, including those with Clients, employers, colleagues, and staff.
Standard 6 – Accountability
We are accountable to Clients, employees, and the general public.
The Senior Move Management Industry
Standard 7 – Continuing Education
We will promote the competency and professionalism of my staff and me through continuing education.
Curated Transitions proudly holds an A+ rating as members of the National Association of Senior and Specialty Move Managers.
Moving Made Easy: Jorgensen's Testimonial for Curated Transitions
