top of page

Page Title

Downsizing Your Home Tips for Seniors (With Checklist)


If you are contemplating downsizing, join the club. You will find yourself in very good company.


The five-bedroom house for a family of three is going the way of the dodo. Both young people and senior citizens are making the transition to smaller living spaces for a variety of great reasons, including:


Financial: People of all ages are waking up to the fact that their dollar goes a lot further if they reduce. Downsizing for seniors and millennials alike makes good financial sense.

Peace of Mind: To declutter the mind, it helps to declutter our surroundings, shedding possessions we no longer need and keep around just because we spent money on them once, long ago.

Reclaimed Time: In addition to extra hours at work and mounting responsibilities, all generations are waking up to the fact that you can always earn more money, but can never get back time. Maybe that time isn’t best spent vacuuming 4,000 square feet.

Close to the Action: Whether it’s the thrill of downtown or the comfort of proximity to loved ones, reducing our baggage makes it easier for us to live where we want in addition to how we want.

Mobility: The global economy shrunk the world, and more people than ever want to see it. You can’t have a nomadic, freedom-filled lifestyle with a huge house full of stuff to tend to.

Environmental Friendliness: Massive houses and their possessions have a big environmental footprint, from the fuel it takes to build them, to the fuel it takes to heat them, to the volume of garbage the stuff we buy generates. Among all the other benefits, downsizing is the green choice.

Community: More tolerant and pluralistic than ever, people find that they don’t want distance from their neighbors, but closeness to their neighbors to make connections that earlier generations might have shrunk from in fear.

Ready to join the ranks of the downsized? Hold your horses—it can be a big job to downsize your home. You can easily get overwhelmed if you don’t break the tasks down into manageable chunks.


Get your downsizing project off on the right foot with True Legacy Homes’ Downsizing Checklist for the Aspiring Minimalist.


1. Get Organized

Contact moving companies

Set a move date

Measure new living space and furniture

Schedule a donation pickup


2. Identify Large Items to Keep


Bedroom set

Dining room set

Sofas, couches and chairs

Tables, cabinets and entertainment centers

3. Sort Out Unneeded Items




Give away



4. Get Your Paperwork in Order

Post office/voter registration



Banks, DMV, etc.


5. Pack Up

Essentials suitcase


Arrange helping hands

Arrange transport

“Open First” box


Step 1: Get Organized

Establish an achievable timeline and lay the groundwork for a successful move.


Contact moving companies for estimates. You can often obtain quotes online to review at your leisure.

Set a move date.

Make measurements of your new home so you know what items you can fit where.

Schedule a donation pickup for your move date so you don’t have to run an extra errand to the donation site. Many charities and thrift stores will pick up your large items, as well as boxes or bags of donation items, with enough advanced notice.


Step 2: Identify Large Items to Keep

Go room by room, taking stock of the largest items among your possessions. Consider whether or not any of these items will make the move to the new home:


Washer/Dryer: Does your new home have machines already? Hookups? An on-site laundry room? Remember, the goal of downsizing is often to free up time as much as money. How much benefit would you gain from spending a little money and having your laundry picked up, washed, folded, and returned on a regular basis?

Bedroom Set: Are any of the pieces gifts? Keepsakes? Heirlooms? Things you couldn’t sleep without? Remember, downsizing can be an opportunity for your large possessions to live on as the possessions of new owners.

Dining Room Set: Ditto the dining set. Small apartments tend to eschew the formal dining set in exchange for breakfast bars, coffee tables, etc.

Sofas, Couches and Club Chairs: Think about guest seating, but remember smaller houses and apartments serve smaller gatherings. Old-school heavy metal sofa beds can often be exchanged for lighter flip-out sofa beds.

Tables, Cabinets and Entertainment Centers: Are any of the tables or cabinets sentimental favorites? Could the functions of several tables or entertainment centers be combined into one?

Step 3: Sort Out Unneeded Items

Group or tag furniture based on its fate. Use the “Four-Pile Sorting Method” to identify items to:


Sell: Antique items in good condition could be turned into cash through an estate sale, yard sale, eBay auction, or craigslist posting.

Donate: Remember, you can schedule with charities to send a truck to pick up large furniture items for donation.

Give Away: Posting on your social media platforms can alert relatives that a piece they have been admiring in your home for years may be coming up for grabs.

Trash: Remember, it costs money to have large items hauled away to a landfill.

Step 4: Get Your Paperwork in Order

Square away the administrative aspects of your move, including:


Submit a forwarding address to the Post Office. Don’t forget to update your voter registration too!

Arrange transfers of service with your utility providers.

Update any subscription delivery addresses.

Update your banks, credit card issuers, insurers, the DMV, and other crucial providers with the new address.

Step 5: Pack Up

It’s time to get everything ready for the move.


Pack a suitcase of essentials, as if you are going on vacation, to get you by while your possessions are still in boxes.

Collect boxes and crates.

Find your helpers (professional movers or friends and family bribed with snacks, drinks, and the pleasure of your company).

Arrange transportation (a borrowed or rented truck).

Pack an “Open First” box—whatever you will need soon after the move. Examples include favorite clothes and shoes, cookware, toiletries, etc.

Create three categories of boxes and cartons: “Keep,” “Maybe,” and “Downsize.” Only put in your “Keep” boxes items that you have to take with the move. The “Maybe” boxes are for items you think you could use in the future but haven’t used in a while. The “Downsize” box is for stuff you have held onto for no good reason. The “Downsize” box will be picked up by the donation truck or filed away in the dumpster. Downsize Home Pro Tip: Committed downsizers will cover their eyes and trash or donate the “Maybe” boxes as well.


For more tips on downsizing for seniors, young people, and the young at heart, contact True Legacy Homes. We can make your San Diego-based downsizing project a breeze.

Downsizing Tips for Seniors


It’s a time fraught with emotion—the moment a senior citizen considers downsizing into more efficient or assisted living arrangements.


It represents the end of a phase of life. This can be scary, especially if you have spent years settling into a comfortable routine. The decorations and accouterments of your daily life are loaded with memory.


The house you now ponder clearing out and selling may have been the place your children or grandchildren played in, the site of family gatherings, holidays, full of joy and grief and so many fond memories.


This trepidation is natural. We are creatures of habit, especially the habits we have had a long time to settle into.


But consider the opportunity in front of you as well. Moving after retirement may be time to let go of the house, but the loved ones who made it “home” are not going anywhere. Everything passes, and the next phase of life is a new adventure. New children may play in the house you called home; a new family may enjoy the keepsakes you no longer have use for.


The golden years of retirement are an opportunity to reduce responsibilities. A house that is too big for you, in need of rehab, and hard to afford on a fixed income may have to go. While your possessions may have sentimental value, cluttered houses lead to cluttered minds. Those beloved possessions can live on and give joy to a new owner.


There’s no set age at which to downsize from a large house to a smaller apartment, condo, or senior living community, but it may be the right option if:


You have more space than you need or can afford.

You require assistance to perform activities of daily living like bathing, dressing, or medication reminders.

Upkeep of your house and possessions has become a burden, physically or financially.

With the commitment made to simplify, all that is left is the size of the task. True Legacy Homes is here to make the task of moving after retirement more manageable with our Downsizing Tips for Seniors.


Set Expectations

Identify your Most Cherished Possessions

Make a Plan

Consider Professional Help

Create a System to Let Go


One of the mistakes that can make a big task seem bigger is assuming that it all needs to get done today. Another mistake is believing that it all needs to be done by you and no one else.


If we have a 90-day deadline, we tend to approach a task like it’s Day 89 and we have only one day left. Panic sets in.


Check in with yourself. There is no way downsizing gets done in a day or even a week, and no one downsizes their whole life alone. This is a process. It’s going to take time. Start setting manageable goals for your downsizing project now.


Rome wasn’t built in a day, it was built one brick at a time. Your downsizing adventure will be built not in grand gestures, but one keepsake at a time.


Here are some tips to manage expectations:


Know Your Limits

You may have moved house many times, but that may have been decades ago. The body loses bone mass and muscular strength as we age. We may not be able to lift the loads we could years ago, and accidents could cause more serious injuries than before. Think long and hard about which downsizing tasks, including lifting heavy boxes and furniture, you can perform safely. Safety first. When in doubt, there’s no shame in enlisting help. You’ve earned it.


Take Your Time

If you have a choice between an apartment available in 30 days and an apartment available in 120 days, take the 120 days. Give yourself permission to move at a leisurely pace. You are moving after retirement, and retirement means you get to choose your timelines and milestones. Take advantage of it! The rush is over.


Start Now

That said, even if you have given yourself the gift of breathing room, do not procrastinate. Start now with easiest tasks. Even if a crunch time does eventually arrive, it will “crunch” less the more you get done now. Recruit friends, family members, or senior moving professionals to keep you on track if necessary. You didn’t make it to retirement on your own—life is lived cooperatively, and big projects seem smaller with the help of friends!



Your next home will feel like home if you bring with you things from your old home.


That said, remember that the goal is to cut costs and unclutter your mind by getting rid of clutter. Think about the smaller space you may move into. Wall hangings and small keepsakes move easily. Larger furnishings are more of a challenge. If you have three cherished sofas, pick your favorite to make the move. Forget about what it cost to purchase; that’s in the past. Choose what you love the most.


Large items that you love but have to downsize should first be offered to friends and loved ones. You can have the satisfaction of knowing that they are staying in the family and you can visit them at any time.


Start an Email List, Group Chat, or Facebook Group for your Downsize

This will consist of friends or family that might be interested in your stuff as you downsize and get rid of it. Post lists, pictures, and details about what you have to get rid of. Your relatives may not just want the goods—they may come and pick them up, saving you moving costs and affording you the chance to catch up!


Letting Go is the Hardest Part

This part takes faith. It is hard to let go, but once something is out of sight, it is easier to put it out of mind. Don’t be afraid to be brutal. If you’re on the fence, put it in the “donate” pile. Odds are excellent that you will never miss it.



Even the largest tasks are manageable with the right plan. Plans give you milestones for your progress and keep you on track.


Make a “Downsizing Checklist.” Organize it by priority and deadline as needed, but don’t be afraid to check off the easiest items first. It builds morale to see the list fill up with checkmarks, and makes the more difficult tasks seem manageable. Items on your checklist could include:


Review finances

Inventory possessions

Select the next residence

Arrange for the disposal of possessions

Arrange for the disposal of the house

Create a floor plan layout

Begin in the least used rooms

Attend events at next residence

Create a moving schedule

Assemble a moving day box

PRO TIP: Live Now Like You Are On Vacation

We don’t mean lounge by the pool every day…although if you are retired, that is certainly an option! But when you are on vacation, you live comfortably out of suitcases. Start doing that now. Pack your essential clothes and toiletries and start living like you are on the road…because soon you will be. You still have your washing machine, what’s the harm? Eat out, order take-out, or have prepared meals delivered. This frees up your possessions to be downsized. You can’t box, give away, or donate items that are still in daily use.



If the downsizing to-do list starts to look overwhelming, help is available. Downsizing is supposed to make your life easier, not more stressful. Consider delegating the task to a Senior Move Manager service.


These services coordinate the logistics required to make the move seamless. You can find a senior move manager near you through:


Online Searches

Google “senior moving services near me” or “senior moving services [YOUR CITY].” can be a good source of reputable providers.


Estate Sale Liquidators

Services that coordinate your estate sale may provide or refer out to senior moving services.


Your Next Residence

If your next home is a senior living facility, they may have a senior moving service on their payroll or as a preferred vendor.


Senior moving services vary in their offerings, but over and above the usual services provided by a mover, a senior moving service may offer:


Packing and unpacking services.

Post-move cleanup.

Referral to the next residence.

Liquidation of possessions via an estate sale.

Rehab of the house for sale.

Listing of the house for sale.

Purchase of the house.

The more tasks that can be taken off your plate, the better. Time is money, and in the golden years, time becomes more precious than ever.



Systems make life easier. They take worries out of your head and put them into the real world. There, a consistent system can be applied to those worries and transform them into solvable problems.


Letting go of habits and belongings is no different. Your mind sounds the alarms and blows the task up to life or death.


Short-circuit that process. Come up with a system for letting go, and it will be a hundred times easier.


Here are some systems to try:


Make Lists and Inventories

List-making is the gold standard of getting open loops out of your head and into the real world where they become more manageable. Get some notepads (or, if you’re a tech-savvy elder, a “Notes” mobile or desktop app.) Everything you can touch in the house, write it down—what it is, where it is found. Make any other notes you feel like—whether it has to come to the next home with you, whether someone else in the family would want it, anything else you want. In short order you will have a record of everything in your home and where it is, making it easy for you, your senior moving service, or your estate sale liquidator to manage its destiny.


Rate Items on a Scale of 1 to 3

Category 1 being “must keep,” Category 3 being “definitely get rid of.” Spoiler alert—realistically only Category 1 will make the move, and possibly not even all of it. You never know, though—Category 2 might make the cut.



Get boxes or bins and store them in the garage, shed, or the corner of the living room. Label them “Keep,” “Don’t Keep,” “Give Away,” etc. Whenever it occurs to you to put in those boxes, you will know what to do with them. As the boxes fill up, you can sub-triage. For example, your “Keep” box might be divided into “Give to Family Members,” “Take to the Apartment,” etc.



Select one item to keep, and one item to get rid of, every day, starting as soon as the decision is made to downsize. Decluttering an entire house is a daunting task, but you can easily pick up one item that you don’t use every day and put it into a sorting box. Make an agreement with yourself that once your “one-and-one” is selected, you have fulfilled your obligation for the day. You might pick up five “keeps” in a row before you get to your discard … and then you have triaged six items! Often, it feels so good to take action that your mind tells you “I did my one … but why not do another?” When you tire of the task, stop. After all, you’ve done your one-and-one!


Downsizing is a big and difficult task, but with the right strategies, it can be a rewarding process and a milestone in a fulfilling life. True Legacy Homes has assisted hundreds of seniors in and around San Diego with this critical transition. We have a passion for service and a commitment to preserve memories, honor our elders, and preserve magnificent legacies for the next generation.


Contact True Legacy Homes for more tips to streamline the downsizing process in preparation for the next adventure.


What matters most? Ask your senior loved one which of their belongings they can't part with.

Secure treasured possessions.

Create a floor plan for the new home.

Start early and take your time.

Create a plan for disposing of unwanted items





How do you help someone downsize?

Here are some of them:

Talk early.

Treat your parents like adults.

Treat your parents' stuff with respect.

Understand that their stuff may not have much monetary value.

Prepare for the process to move slowly.

Storage isn't a solution in most cases.


How do I prepare to downsize my house?

How To Downsize Your Home: 10+ Tips To Help You Declutter And Simplify

Start As Soon As Possible And Pace Yourself. ...

Focus On One Room At A Time. ...

Measure Out Your New Space. ...

Consider Your New Lifestyle. ...

Set Clear Decluttering Ground Rules. ...

Divvy And Offer Up Sentimental Items. ...

Sell Or Donate Nonsentimental Items.

bottom of page