The Senior Downsizing
Checklist
A practical, room-by-room printable checklist for seniors and families tackling a move. Free — no strings attached.
Why Trust Our Advice
30+ Years of Experience
We've guided hundreds of Milwaukee-area families through this exact process — these resources are built from real conversations and real moves.
NASMM Certified & BBB A+ Rated
We follow the industry's highest professional standards for senior move management, and carry an A+ rating from the Better Business Bureau.
Medically Reviewed
Content reviewed by Neil E. Wahlberg MD, Internal Medicine Consultant to A Gift Of Time, LLC — so the guidance you read is clinically grounded.
Six Sections. One Organized Move.
This printable checklist walks you through every step — from the first conversation about downsizing to the last box unpacked in your new home or assisted living community.
Room-by-Room Sorting
- Living room furniture & décor
- Bedroom clothing & linens
- Kitchen & pantry items
- Garage, attic & storage
- More inside the checklist…
Paperwork & Legal Docs
- Will, trust & power of attorney
- Medicare & insurance cards
- Tax & financial records
- Social Security & benefits docs
- More inside the checklist…
Address Changes
- USPS mail forwarding
- Medicare & Social Security
- Banks & financial accounts
- Doctor offices & pharmacy
- More inside the checklist…
Questions for the New Community
- What's included in monthly fees?
- What is the move-in process?
- How is medication managed?
- What activities are available?
- More inside the checklist…
Moving Day Timeline
- 8 weeks out: begin sorting
- 4 weeks out: schedule movers
- 1 week out: finalize floor plan
- Move day: checklist by room
- More inside the checklist…
Emotional Prep Reminders
- Photograph sentimental items
- Gift keepsakes to family early
- Keep familiar routines
- Celebrate the milestone
- More inside the checklist…
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Click below to save the PDF directly to your computer, print it at home, or share it with family — completely free.
We created this checklist after 30 years of helping families go through exactly this process. It captures the questions we wish every family had asked earlier — and the things most people don't think of until moving day. We hope it helps.
Senior Downsizing Checklist
1-page printable PDF · Completely free
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