downsizing your home

Discover how we can help you transition to a smaller, more manageable living space that fits your changing needs and lifestyle.

downsizing checklist: your guide to a smooth transition

  • plan and prepare

    • Set Your Goals: Determine why you are downsizing and what you hope to achieve.
    • Create a Timeline: Establish key dates and deadlines for your move.
    • Budget: Calculate potential costs including moving expenses, new home costs, and any necessary repairs or renovations.

  • assess your current home

    • Evaluate Space Needs: Identify how much space you actually need and what can be reduced.
    • Home Value: Get a professional appraisal to understand your current home's market value.

  • declutter and organize

    • Inventory Your Belongings: Make a list of all your items.
    • Sort Items: Divide belongings into categories: keep, sell, donate, or discard.
    • Start Early: Begin the decluttering process well in advance of your move.

  • selling and donating

    • Sell Items: Use online marketplaces, consignment shops, or hold a garage sale.
    • Donate: Find local charities or organizations that accept donations.
    • Recycle/Dispose: Responsibly dispose of items that cannot be sold or donated.

  • find your new home

    • Define Needs: List must-haves and nice-to-haves for your new, smaller home.
    • Location: Choose a location that fits your lifestyle and needs.
    • Real Estate Agent: Work with a real estate agent who specializes in downsizing.

  • moving logistics

    • Hire Movers: Research and hire a reputable moving company.
    • Packing Supplies: Gather necessary packing materials like boxes, tape, and bubble wrap.
    • Label Boxes: Clearly label boxes with their contents and destination room.

  • prepare for moving day

    • Essential Box: Pack an essentials box with items you'll need immediately upon arrival.
    • Notify Services: Arrange for utility shut-offs and reconnections at your new home.
    • Change Address: Update your address with the postal service, banks, and other important contacts.

  • settle into your new home

    • Unpack Strategically: Start with essential rooms like the kitchen and bedroom.
    • Organize: Arrange your new space to maximize functionality and comfort.
    • Explore: Get to know your new neighborhood and local amenities.

  • adjusting to downsizing

    • Adapt: Allow yourself time to adjust to your new, smaller space.
    • Stay Positive: Focus on the benefits of downsizing, such as reduced maintenance and lower costs.
    • Stay Connected: Engage with your new community and maintain social connections.

we connect you to a network of professional advisors and referral partners who specialize in meeting your downsizing needs

  • Certified Financial Planners
  • Certified Public Accountants
  • Estate Planning Experts
  • Divorce & Bankruptcy Attorneys
  • Senior Living Consultants
  • Reputable Landscapers
  • Professional Cleaners
  • Local Moving Companies
  • Decluttering and Organizing Services
  • Home Staging Professionals
  • Handyman Services
  • Interior Designers for Small Spaces
  • Storage Solutions Providers
  • Health and Wellness Advisors

ways we can help your downsizing needs

  • List & Rent
  • List & Buy
  • Probate
  • Relocation
  • Senior Living

allways

helps with:

  • Dedicated Downsizing Representative
  • Downsizing Progress Tracker
  • Moving & Logistics Checklist
  • Rightsizing Leasing Support
  • Referrals for Senior Services