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A Gift Of Time, LLC
Senior Move Managers — Serving Milwaukee & Southeastern Wisconsin for 30 Years
agiftoftime.net · (414) 510-9695 · info@agiftoftime.net · Mon–Fri: 8:00 AM – 6:00 PM
Senior Downsizing Checklist
NASMM Certified · BBB A+ Rated · 30+ Years Experience
Room-by-Room Sorting
- Living room: furniture, artwork, décor
- Bedroom: clothing, linens, personal items
- Kitchen & pantry: dishes, appliances, food
- Bathroom: medications, toiletries, towels
- Home office: files, equipment, supplies
- Garage, attic & storage: tools, seasonal items
- Sentimental items: photos, heirlooms, keepsakes
- Items to donate, sell, or discard
Paperwork & Legal Documents
- Will, living will & trust documents
- Power of attorney (medical & financial)
- Medicare & supplemental insurance cards
- Life, home, and auto insurance policies
- Tax returns (last 3–5 years)
- Bank, investment & retirement account info
- Social Security card & benefit statements
- Birth certificate, passport & marriage certificate
Address Changes
- USPS mail forwarding (usps.com)
- Medicare & Social Security Administration
- Banks, credit unions & financial institutions
- Investment accounts & retirement funds
- Primary care doctor & all specialists
- Pharmacy & prescription services
- Insurance companies (health, auto, life)
- Voter registration & DMV
Questions for the New Community
- What is included in the monthly fee?
- What are the rates for additional care levels?
- How is medication management handled?
- What is the nurse-to-resident ratio?
- What activities and amenities are available?
- What is the move-in process and timeline?
- What is the visitor and guest policy?
- How are care plans reviewed and updated?
Moving Day Timeline
- 8 weeks out: start room-by-room sorting
- 6 weeks out: measure new space, plan furniture
- 4 weeks out: schedule movers or Senior Move Manager
- 3 weeks out: begin address changes
- 2 weeks out: arrange utility transfers
- 1 week out: finalize floor plan & pack essentials bag
- Day before: confirm all arrangements
- Moving day: walk through checklist room by room
Emotional Prep Reminders
- Photograph every room before packing begins
- Give meaningful keepsakes to family members early
- Keep familiar daily routines as long as possible
- Involve your loved one in decisions where possible
- Plan a final celebration or gathering in the home
- Acknowledge the feelings — grief is normal and healthy
- Focus on what is being gained, not just left behind
- Celebrate the move as a milestone, not a loss
Share This Digitally
Scan the QR code with any smartphone camera to visit our full website at agiftoftime.net — where you can find reasons to choose AGOT, read about our services, get historic information about us, review our process, read client testimonials, find resources, see frequently asked questions and resource information on how to contact us.
Need hands-on help? We handle everything. · Milwaukee area · Free consultation · agiftoftime.net
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