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Samantha Mallon

Downsizing

Moving to Medford Leas: The Seller’s Guide to the Arboretum Community

Medford Leas is a Quaker-guided Life Plan Community open since 1971, whose Medford and Lumberton campuses sit inside the Level I accredited Barton Arboretum: 392 independent living units, entrance fees from $80,000, and a genuinely unusual choice at Lumberton between a traditional lifecare agreement and a residence agreement with optional fee-for-service care. This independent seller’s guide decodes the two campuses and covers the Burlington County house-sale rules, including New Jersey’s senior transfer fee schedule.

By Samantha Mallon, SRES®, licensed in PA & NJ · Reviewed August 6, 2026 · 10 min read

Medford Leas is the arboretum one: a Quaker-guided Life Plan Community open since 1971, whose two campuses in Medford and Lumberton sit inside the Level I accredited Barton Arboretum and Nature Preserve, with a traditional lifecare agreement on one campus and a genuinely unusual choose-your-coverage structure on the other. This guide is written from the seller’s side of that move, because the entrance fee and the Burlington County house are usually the same money. It is independent research; Samantha is a real estate agent licensed in New Jersey and Pennsylvania, not affiliated with Medford Leas or The Estaugh.

What Medford Leas is, in verified numbers

Medford Leas at a glance (sources: Medford Leas; Philadelphia magazine senior living listing; Barton Arboretum)
FactDetail
TypeNot-for-profit Life Plan Community for adults 55+, sponsored by The Estaugh (Quaker-related nonprofit founded 1914); Medford campus opened 1971, Lumberton campus 1999
SettingMore than 250 acres across two campuses inside the Barton Arboretum and Nature Preserve, a Level I accredited arboretum with 5 miles of trails and Rancocas Creek access
Scale392 independent living units, 98 personal care, 21 memory care, 24 skilled nursing
ContractsResidence and Care Agreement (traditional lifecare-style), or at Lumberton a Residence Agreement with optional fee-for-service health and long-term care
Published pricingEntrance fees from $80,000; monthly fees from $2,264; refundable options available
GovernanceAll-volunteer board of trustees including at least one resident; no individual holds equity in the community; CARF-accredited

The community’s own history and FAQ state the structure plainly, orientation pricing appears in Philadelphia magazine’s directory, the Barton Arboretum documents the setting, and the NJ Department of Community Affairs oversees the disclosure framework.

Two campuses, two agreements

  • Medford is the traditional campus: the Residence and Care Agreement with the continuum behind it, the structure our CCRC funding guide decodes.
  • Lumberton is the hybrid: garden homes and townhomes where the Residence Agreement buys campus life and amenities while health and long-term care remain optional fee-for-service, functionally a midpoint between a CCRC and the 55+ ownership models in our three-way decision guide.
  • The Quaker family comparison is worth one week of tours: Pennswood Village across the river in Bucks, Foulkeways in Montgomery County, and Kendal-Crosslands in Chester County share the culture; Medford Leas is the South Jersey price point and the only one inside an accredited arboretum. The master fee table holds them all.

The New Jersey rules on both sides of the move

  1. 01The senior transfer fee schedule: New Jersey’s seller-paid realty transfer fee drops meaningfully for sellers 62 and older; the net proceeds calculator applies it automatically.
  2. 02The disclosure statement is your right: the NJ DCA requires annual financial disclosure to prospective residents; read it with an adviser before any deposit.
  3. 03Municipal certifications: smoke/CO/extinguisher certificates are universal in Burlington County and some towns add resale inspections; the fee index carries the specifics and lead times.

Sequencing the house sale against the move

  1. 01House number first. The valuation and net proceeds calculator establish what the Medford or Moorestown colonial nets under the senior schedule.
  2. 02Take the free financial review, but bring your own numbers: the community’s preliminary review is genuinely useful once the house number is real rather than guessed.
  3. 03Choose campus and agreement with the adviser, then reserve and list on one calendar, closing at or just before move-in.

The Burlington County house this move usually involves

The house behind a Medford Leas move is usually a Burlington County house: a Medford or Moorestown colonial, a Marlton split, a Mount Laurel two-story, often owned thirty years in districts that keep demand steady. Three field notes for exactly that sale:

  • Prepare in passes, not projects: repairs and light over remodels, with the room-by-room checklist handling decades of contents.
  • Certification timelines at listing, not under agreement, from the fee index.
  • Private wells and septic east of Medford: homes toward the Pines often carry the well and septic diligence layer, including New Jersey’s Private Well Testing Act; start it early.

Samantha, SRES®, sells the houses on both ends of this exact move across South Jersey and the river counties. If Medford Leas is on your shortlist, start with the free valuation that turns the house into the number the two-campus decision needs, or ask her how your town’s certification timeline fits the community’s calendar. An arboretum with a continuum attached deserves an equally well-tended sale.

Questions sellers ask about the Medford Leas move

What is Medford Leas, and what makes the setting unusual?

A Quaker-guided, not-for-profit Life Plan Community for adults 55 and older, sponsored by The Estaugh, a Quaker-related nonprofit founded in 1914, with its main campus open in Medford since 1971 and a second campus in Lumberton added in 1999. The setting is the headline: the two campuses sit inside the Barton Arboretum and Nature Preserve, a Level I accredited arboretum spanning more than 200 acres with designed gardens, wildflower meadows, woodlands, five miles of trails, and canoe launches on Rancocas Creek, one of the most extensive plant collections in southern New Jersey. The scale is substantial: 392 independent living units, 98 personal care units, 21 memory care units, and 24 skilled nursing units, with published entrance fees from $80,000 and monthly fees from $2,264.

How do the two campuses and two contracts work?

The Medford campus is the traditional CCRC: the Residence and Care Agreement, Medford Leas’ lifecare-style contract, with the full continuum on site. The Lumberton campus, opened in 1999, is the innovation: a 55+ neighborhood of garden homes and townhomes where residents choose between that traditional agreement and a Residence Agreement that covers the residential amenities and services while leaving wellness, health, and long-term care as optional fee-for-service. In practice that makes Lumberton a hybrid between a CCRC and a 55+ community: campus life and priority care access without prepaying the care tail. Which agreement fits is the familiar arithmetic of insurance, health, and estate intentions; pricing both for the residence you actually want is the only honest comparison.

Who moves to Medford Leas, and from where?

Burlington County first: Medford, Medford Lakes, Moorestown, Mount Laurel, Marlton and Evesham, Shamong, Tabernacle, plus a steady Philadelphia and Bucks County stream drawn by the Quaker culture, the arboretum, and pricing gentler than the Pennsylvania flagships. The community is a natural comparison for families also touring the region’s other Quaker campuses (Pennswood Village, Foulkeways, Kendal-Crosslands): same governance culture and understated aesthetic, New Jersey rules and South Jersey prices. The houses these movers sell are Medford and Moorestown colonials and Marlton splits, many owned since the 1980s, in school districts that keep buyer demand steady.

What New Jersey rules shape the house sale that funds this move?

Three lines worth knowing early. New Jersey’s realty transfer fee is seller-paid and graduated, but sellers 62 and older qualify for the reduced senior schedule, which saves four figures at Burlington County prices. As a New Jersey CCRC, Medford Leas is registered with the Department of Community Affairs under the CCRC Regulation and Financial Disclosure Act, so the annual disclosure statement with fee schedules and financials is yours to read before signing. And most Burlington County municipalities require smoke alarm, carbon monoxide, and fire extinguisher certification before closing, with some towns adding their own resale inspections; the timelines belong on the calendar the week a residence is reserved. The federal $250,000/$500,000 exclusion covers most longtime owners’ gains.

Do I need to sell my house before moving in?

The entrance fee is due at move-in and the house usually funds it, with entrance fees from $80,000, meaning many Burlington County sellers fund the move with room to spare. The working sequence: valuation first, campus and agreement chosen with the adviser (Medford traditional versus Lumberton’s two options), residence reserved, house listed with the closing at or just before move-in so the proceeds wire straight to the fee. Medford Leas offers complimentary preliminary financial reviews, which are worth doing early precisely because the two-campus, two-agreement matrix changes which residences the same house proceeds reach. If the Residence and Care Agreement is chosen, the prepaid-medical deduction lands in the sale year; one accountant should see the whole picture.

About the author

Samantha Mallon, SRES®

Samantha is a real estate agent with Compass, licensed in Pennsylvania (RS365940) and New Jersey (2440598), holding the SRES® (Seniors Real Estate Specialist®) designation. Before real estate she earned a finance degree at Rutgers and a master’s in analytics at Georgia Tech, and worked in management consulting at Deloitte, a background she now applies to pricing, preparation, and honest guidance for sellers navigating downsizing, longtime homes, and family transitions across Greater Philadelphia and South Jersey.

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