Items to include in here might be extra furniture that you can’t use but would still sell at a garage sale. Useful-for-Others: These are objects you don’t need or want any more but others may enjoy.You’ll come back to this pile as you minimize your life in order to identify what’s most important to you. Like-to-Have: Items you enjoy but are not the most meaningful.Must-Have: These are the things you need, such as important documents and your most beloved possessions.When downsizing your home, start by sorting items into these piles: This may include accountants, lawyers, bankers or insurance agents. Last but not least, give your new address to your family, friends and people who help you manage your financial life. Speak with your doctors so you can refill them in advance of an address change. One additional thing to consider is all of your current prescriptions. Discuss what you’ll need from your retirement community and if they handle any of these items – such as setting up utilities – for you.Gather these and contact your service providers to change the address. Updating book, magazine and newspaper subscription information.You can also change your address online with the USPS. Going to the post office to fill out a “Change of Address” form when you have your new location. That may include your life insurance information and your auto policy as well as the car registration related to that policy. Copying all insurance policies and related documents.Don’t forget your phone, Internet and/or TV providers. Talking with your utility providers to turn your service off at the old home and on at the newer home.Giving your new address to the companies who hold your investment accounts and retirement accounts.Updating your address with Medicare and Social Security, plus your voter registration.You’ll need to update these soon, but copies are a great idea just in case something is misplaced and hard to find during the move. Making copies of your driver’s licenses and other state IDs.Some documentation needs you’ll want to address include: In many cases the retirement community might also be able to provide floor plans with room dimensions or allow you to walk through a staged cottage with furniture properly sized to each space giving you something to compare to your existing furniture. If downsizing to a smaller home raises questions about your furniture - like “Will this couch fit?” -you might consider seeking assistance from a local downsizing company that can make recommendations and understands common senior living home measurements. It allows you to get the process rolling on a good note and can make future decisions easier. When considering how to downsize your home, it’s best to start with any items that obviously can’t come with you. What is your optimal plan? Are you looking to simply declutter your current home or are you considering moving or downsizing out of the home altogether? If the plan is to move to a CCRC -what will the new space look like, and how big is it relative to your existing home? Do you have fewer rooms to place your furniture in? Are you downsizing the number of bathrooms, which would make many items unnecessary duplicates? Are you losing outside space? Another goal is to have a safe and comfortable move that’s as easy as possible. It can give you more financial and personal freedom to make the journey exactly what you want it to be.Ĭheck out the following steps to downsize with little stress: Downsizing to a retirement community is just the next step on your journey. We hope this downsizing home moving checklist will remove some of the anxiety that often comes along with this less than desirable task. When moving to a continuing care retirement community (CCRC), there are many things that will be provided for you or your loved one, to make life easier and more enjoyable. You can turn this problem into a great revenue opportunity by downsizing or rightsizing as many are now calling it.ĭownsizing and moving to a smaller home can be stressful, but with the right help, it can become an experience you’ll wish you would’ve done sooner. You don’t need to keep on fretting over a home that’s too big to clean and maintain or has rooms that go unused for months on end. As you look around your own home or your parents’ home, you may begin to realize that sometimes we simply have too much “stuff” and often too much space to handle, especially as we grow older.
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