Free printable guide

The 12 month downsizing and home sale checklist

Every expensive mistake we see comes from compressing a twelve month process into six weeks. This two page checklist breaks the whole journey into five calm phases you can print and work through together.

What is inside

  • Months 12 to 9

    Clarity before logistics: care needs, budget, location, and the paperwork you will need.

  • Months 9 to 6

    Tour communities, build a shortlist, and get an honest opinion of value on the home.

  • Months 6 to 3

    Downsize room by room at a humane pace, with sorting and estate sale steps spelled out.

  • Months 3 to 1

    Deposit, the repairs that actually move the sale price, movers, and listing timing.

  • Move month and after

    Setting up the new apartment, closing, and the follow up that keeps the plan on track.

The checklist pairs with our full article, the 12 month senior move and home sale timeline, which explains the reasoning behind each phase.

Where should we send it?

Tell us who you are and the guide downloads right away. Your information is private. We do not sell your personal information.

Prefer to talk it through instead?

Bring the checklist to a free 30 minute call and we will mark up the dates together, from the first tour to the day the house closes.

Your information is private. We do not sell your personal information.