Learning Center
The Downsizing Checklist: A Step-by-Step Plan
From sorting belongings to choosing your next home, a practical order of operations.
6–12 months out
- Decide what you want your next home to offer
- Get a sense of your home's value
- Begin sorting one room at a time
- Talk with family about heirlooms
3–6 months out
- Measure furniture you plan to keep
- Research movers and senior move managers
- Gather important documents
- Plan sale, donation and disposal of items
The final month
- Confirm moving dates
- Transfer utilities and update your address
- Pack an 'open first' box with essentials
- Arrange help for moving day