The moving process at a glance

Successful, stress-free downsizing begins with plenty of advance planning. Before considering any move, large or small, we recommend you call us to schedule an initial consultation with a professional transition coordinator. If you have family members or friends who will be involved in the decision-making process, we encourage you to invite them into the discussion as well.
Your specially trained transition coordinator will be able to assist you with every step in the process, helping to ensure a worry-free and picture-perfect move.

1. Discuss your decision to move with your family.
2. Begin making a list of items you plan to take with you when you move.
3. Determine the location of your move by touring preferred living options (e.g. retirement community, condo, etc.)
4. Begin sorting your belongings and cleaning out closets.
5. Meet with additional professional service providers. If you are utilizing the services of a transition coordinator, she/he will be able to assist you in selecting the following professionals:
   • REALTOR®/Seniors Real Estate Specialist
   • Retirement community staff (if moving to retirement community)
   • Movers and packers
   • Estate sale staff
   • Financial advisor or CPA
6. If moving to a retirement community, schedule the date of your move with their staff. Or, if you are planning to rent an apartment, buy real estate, or move in with family, schedule a “desired”moving date.
7. Schedule dates for packing, moving, and holding an estate sale.
8. Meet with REALTOR® and set a date to begin marketing your home.
9. Complete the sorting and packing of personal and household items.
10. Make the physical move from one home to another.
11. Hold an estate sale. (To increase exposure of your home, we recommend placing your home on the market at the same time).
12. Place home on the market. (Although this can be done earlier, we recommend marketing your home after you have physically moved out. In addition to making the home easier to stage and show, our experience has shown this timeline results in a safer,more convenient, and less stressful experience for the seller. Also, if you place your home on the market sooner, you must confirm your estate sale date prior to accepting a closing date for a purchase contract.).
13. Settlement of home sale.
14. Meet with a financial advisor to handle the investment of the sale’s proceeds.

Enjoy your new carefree lifestyle!

NOTE: The above is an ideal scenario; however, everyone’s situation is different. You should discuss any special circumstances with your transition coordinator, family members, and other professional service providers. Make sure they work together as a team and inform each other of any changes in schedule.