Preparing to Downsize
- Jenn Stewart
- Jun 29
- 2 min read

Downsizing can be a significant and emotional transition for anyone, more specifically, aging adults. Here are 5 simple, yet practical tips to help you and your family prepare.
1. Start Early & Create a Plan:
Don't procrastinate, downsizing takes time and effort, and avoid the last-minute emotional overload.
Create a detailed plan and timeline with manageable steps and realistic deadlines.
Tackle one room at a time, starting with less sentimental areas to build momentum.
2. Declutter & Minimize Possessions:
Document all your belongings to get a clear picture of what you have.
Identify items you use regularly and want for comfortable living in your new home.
Declutter ruthlessly; your kids don’t want most of your stuff, so don’t ask.
Get rid of extra items you have multiples of.
Use the four-box method to sort items: 1. Keep, 2. Donate, 3. Sell, 4. Discard.
Address sentimental items with care and involve your family. Take photos of cherished items you can't keep and consider donating them.
3. Prepare for the Move & Organize:
Document your favorite setups and take pictures of familiar spaces in your current home to help recreate them in the new space.
Digitize memories and documents: Scan photos, letters, and important papers to save space and preserve memories.
Label boxes by room and content for easy identification during the move.
Pack a bag with necessary items like clothing, toiletries, and medications for easy access on moving day.
Safeguard important documents such as medical records and financial documents in a separate, secure location.
4. Consider Financial Implications:
Budget for downsizing costs, including professional movers or storage units.
Sell or donate unwanted items:
Build an emergency fund with savings to cover unexpected expenses in your new living situation.
5. Consider Support & Mindset:
Don't hesitate to ask for assistance with packing and moving.
Consider hiring professionals like a senior move manager for expert guidance and support, or Haul Out for junk removal.
Focus on the benefits of downsizing, such as reduced maintenance, lower mortgage/rent, and a simpler lifestyle.
By following these tips, you can prepare your house for downsizing, making the transition to a smaller living space a smoother and less stressful experience.
Let us help lighten the load.
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