White Label Downsizing Plans

One of our favorite tools is a month-by-month checklist, designed to help prepare clients to downsize. Below you’ll find three options – a six month plan, a one year plan, and a two year plan. Feel free to pass this along to your own clients!

Helpful Resources


Downsizing Guide

Our Free Downsizing Planning Guide and Workbook provides inspiration, how-to advice, and handy checklists designed by senior move professionals and senior real estate specialists.

blog index

Master Blog Index

The complete list of all HomeTransitionPros.com original content, conveniently sorted by category.

Example Documents

sample contract

Concierge Service Contract

This is an example, not legal advice. 


Professional Referral Agreement

This is an example, not legal advice.


Co-Branded Marketing

Use this for inspiration but the actual writing is copyright-protected, thanks for understanding!