Prepare and Plan

  • Decide where you’re moving!
  • Set a downsizing budget.
  • Get your legal ducks in a row.
  • Locate and preserve your vital documents.
  • Obtain a to-scale drawing of your next place.
  • Hire a professional organizer, move manager or downsizing concierge to guide and oversee your project.

Preserve Your
Personal History

  • Determine available space for collections, prized possessions and memorabilia in your new space.
  • Organize and digitize photos and videos.
  • Preserve artifacts and mementos that tell your personal story.
  • Designate items to give to friends and family members.

Select Furnishings and Accessories

  • Complete a detailed space plan and determine furniture placement for your next place.
  • Choose accessories, art and decorative items to take with you.
  • Choose your most-used kitchen equipment.
  • Select glassware, dishes, entertaining and display pieces to take with you.
  • Purchase additional furnishings if needed

Select Belongings

  • Make a first pass at your clothing, shoes, and accessories.
  • Visit small storage spaces, looking for essential items
  • Select supplies for hobbies, interests and recreation.
  • Select luggage and other travel gear.
  • Identify your favorite holiday decorations.
  • Choose necessary tools and housewares.

3-4 Months Before You Move: 

  • Select an experienced Realtor 
  • Determine necessary repairs or upgrades to your property.
  • Determine strategy for marketing and selling your property.

Your choice of Realtor matters! Allow us to recommend qualified real estate pros who understand the downsizing process.

Finalize Decisions

  • Finalize your wardrobe, keeping only what fits and flatters.
  • Determine all personal care items you need to take with you.
  • Designate items for donation, auction, and private sale.
  • Arrange for short-term storage if necessary for your home sale or clear-out plans.
  • Schedule a moving estimate, including quotes for packing and unpacking.
  • Finalize projects needing attention.
    Finalize your moving day plan and arrangements.

Pack, Move, Unpack

  • Consolidate all critical belongings (documents, medicine, jewelry, precious items) together before move day.
  • Complete packing, moving, unpacking with your move team and move manager.
  • Complete settle-in services including picture hanging, television setup, etc.

Phase After the Move:

  • Finalize clear-out service for everything that didn’t make the trip.
  • Schedule deep-cleaning of your entire home.
  • Proceed with your plans to sell your property.
  • Completely empty your home of unneeded belongings.