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
![Favorite HTP Downloads 4 free-downsizing-planning-guides](https://hometransitionpros.com/wp-content/uploads/2021/05/free-downsizing-planning-guides-300x300.png)
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.
![Favorite HTP Downloads 5 blog index](https://hometransitionpros.com/wp-content/uploads/2023/01/Untitled-design-3-300x300.png)
Master Blog Index
The complete list of all HomeTransitionPros.com original content, conveniently sorted by category.
Example Documents
![Favorite HTP Downloads 6 sample contract](https://hometransitionpros.com/wp-content/uploads/2023/01/5-1024x732.png)
Concierge Service Contract
This is an example, not legal advice.
![Favorite HTP Downloads 7 sample-referral-agreement](https://hometransitionpros.com/wp-content/uploads/2023/01/6-1024x732.png)
Professional Referral Agreement
This is an example, not legal advice.
![Favorite HTP Downloads 8 branded-marketing](https://hometransitionpros.com/wp-content/uploads/2023/01/7-1024x732.png)
Co-Branded Marketing
Use this for inspiration but the actual writing is copyright-protected, thanks for understanding!