Planning to Downsize or Rightsize?

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As life changes, so does our use of space. For every milestone in our life, we use space differently. Whether you’re welcoming a new child, or proudly in the empty nest phase you may have decided the space you are in is no longer right for your needs. Preparing for a new rightsized space can be an overwhelming prospect. Planning for your move can help you manage the process over time.

In preparation of a downsize or rightsize here are a few items to check off your list:

Set a date for your move.

Interview and hire a Realtor.

Begin to Sort and Declutter small amounts daily as early as 5-6 months before your move.

Plan for your new space by learning the dimensions and deciding what items you will have room for.

Create a floor plan or template of your new abode.

Consult an accountant or tax expert on what financial records should be retained.

Consult or consider hiring a move manager, relocation specialist or organizer like Caring Transitions

Collect and gather important documentation like birth certificates, deeds, medical records, etc.

Hire Estate Sale or Online Auction professionals.

Contact friends and loved ones about any items they have stored in your extra space.

Designate items to gift.

Ship Items to Family and Friends.

Begin discarding items that will not be donated, gifted or sold.

Gather estimates from movers at least 3 months before your move.

Obtain a storage unit to slowly transfer items you want to keep, yet don’t intend to donate or sell.

Decide which items may need to be appraised.

Gather quotes from and hire an appraiser.

Decide which items will be donated and schedule pick up/drop-off.

Schedule utility transfers, connections, and disconnections.

Create an inventory of items you will take with you room-by-room.

Pack your items according to your inventory list.

Create an “Essentials Kit” that includes everything you need for the first few days in your new home. This would include toiletries, a change of clothes, basic first aid items, bedding, cups and plates, drinks, and snacks.

Move plants and pets.

Facilitate move related services.

Unpack your items using your inventory list and space plan.

File your change of address.


This list can be a large task to tackle. Proper planning in advance can lessen the load along with the help of experts.


Call Caring Transitions for a FREE in-home consultation with an office near you.



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