Downsizing Checklist

DOWNSIZING CHECKLIST

A thoughtful guide for navigating what’s next - at your pace.

Downsizing doesn’t have to happen all at once. Taking small, intentional steps can reduce stress and create clarity over time.

Step 1: Start With the Big Picture

• Consider why you may be downsizing (lifestyle, health, maintenance, location)
• Decide whether this is an immediate move or future planning
• Discuss goals and timing with family members, if helpful
• Explore whether aging in place is an option - now or temporarily

Step 2: Understand Your Housing Options

• Stay in your current home with a future plan
• Downsize to a smaller home or condo
• Explore senior-friendly or low-maintenance housing
• Consider relocating closer to family or support systems
• Learn what features matter most in your next home (one-level living, accessibility, proximity)

Step 3: Begin Sorting Belongings (One Area at a Time)

• Start with low-emotion spaces (linen closets, guest rooms, storage)
• Create simple categories: Keep, Gift, Donate, Sell
• Focus on what fits your next chapter — not what you’ve owned the longest
• Allow time for memories and emotions to surface

Step 4: Get Support With “The Stuff”

• Consider downsizing or decluttering professionals
• Explore estate sale or consignment options
• Ask family members what items they’d like to keep
• Remember - we can align you with trusted vendors to help!

Step 5: Prepare the Home (When Ready)

• Identify light updates that improve comfort or marketability
• Declutter for safety, accessibility, and ease of movement
• Address deferred maintenance
• Create a plan that feels manageable — not rushed

Step 6: Plan the Move Thoughtfully

• Choose a realistic timeline
• Coordinate movers experienced with senior transitions
• Pack essentials separately for easy access
• Notify medical providers, utilities, and important contacts

Step 7: Lean on Trusted Guidance

• Work with an SRES®-certified real estate professional (that’s us!)
• Include adult children or caregivers when helpful
• Ask questions - there is no “right” pace
• Focus on clarity and confidence, not urgency

A Final Reminder

Downsizing is not about giving things up; it’s about creating space for what’s next. Every step forward, no matter how small, counts.