Partner With Caleb Worm

What happens when you refer a family to Caleb Worm

When you refer a family to Caleb, you are not handing them off to a stranger and hoping for the best. Here is what happens next:

1. Initial contact within 24 hours. Caleb reaches out to the family directly by phone, text, or email, whichever they prefer. No pressure, no sales pitch. A conversation about their situation and options.
2. Assessment and plan. Caleb evaluates the property, the timeline, and the family's goals. Together they decide: traditional listing, auction, or a combination. If contents need to be addressed, a cleanout or packaged auction is planned.
3. Legal coordination. If the situation involves probate, a trust, or an estate without a will, Caleb coordinates with an estate and probate attorney he works closely with. The family does not have to find legal counsel on their own.
4. Execution. Caleb handles the property sale from start to finish: prep, marketing, showings, negotiation, closing. Contents are cleared or sold. The legal side runs in parallel.
5. You stay informed. Caleb provides updates to the referring partner as the process moves forward, so you know the family is being taken care of and can answer questions if the family comes back to you.

The family can also be directed to our Real Estate Agent for Seniors page for a consumer-friendly overview of how this works.

For assisted living & memory care communities

When a resident moves into your community, the family often faces a question: what do we do with the house? Some families try to manage it themselves, listing with whoever they find online and coordinating cleanouts, repairs, and showings from a distance. That is stressful and slow.

Refer them to Caleb. He handles the sale, the contents, and the legal coordination. The family gets one point of contact. You get confidence that your referral reflects well on your community. Caleb is licensed in both Indiana and Michigan, so families with properties on either side of the state line do not need a second referral.

For funeral homes

After a loss, families are grieving and overwhelmed. The last thing they need is to immediately figure out what to do with a parent's home and everything in it. When the question of the property comes up, and it will, you can refer them to Caleb with confidence.

Caleb approaches these situations with patience and clarity. No pressure to act quickly. The family gets a straightforward explanation of their options: list, auction, cleanout, or some combination. If probate is involved, Caleb coordinates with an estate attorney so the family does not have to navigate that alone. You referred a family in a hard moment. Caleb makes sure that referral was the right call.

For elder law attorneys & financial advisors

You help families with the legal and financial side of estate planning, trusts, probate, and long-term care. When the conversation turns to selling the property, your clients need a real estate professional who understands the legal context and will not work against the plan you have put in place.

Caleb coordinates. If the property needs to be sold as part of an estate settlement, trust administration, or guardianship, Caleb works within the legal framework you have established. Auctions are available when a court-acceptable, defined-timeline sale is preferable to a traditional listing. You remain the family's legal advisor. Caleb handles the property.

How to refer a family

The simplest way: have the family call or text Caleb directly at 574-240-WORM or email [email protected]. They can also visit the Real Estate Agent for Seniors page for more information before reaching out.

If you prefer to make the introduction first, send Caleb a quick message with the family's contact information and a brief note about the situation. Caleb will follow up with them within 24 hours.