Downsizing Checklist for Seniors: How to Downsize for Retirement
Congrats! You’ve decided to embrace the freedom of Overture active adult living. While selling a home that holds cherished family memories is an emotional experience, you’ve realized it’s not suited to your future. That’s a very big deal.
Now the actual physical task of transitioning into an active adult community awaits, which means you need to downsize. Even contemplating wading through decades of family accumulation can be exhausting. What items do you keep? Which are headed for the trash? What will you donate? Though the process may feel daunting, with a little planning and strategy, it’s a manageable chore – with possibly even some fun involved.
Here's a downsizing checklist for seniors to help make the move to an active-living community as easy as possible.
Plan Ahead: Rome Wasn’t Decluttered in a Day
Time management skills come in handy when creating a downsizing checklist: the job will almost certainly take longer than you expect. Create a checklist that covers the full gamut of downsizing tasks and set realistic deadlines for yourself so you can stay on top of things. Whether it’s decluttering, packing boxes, or gathering important documents, if it’s on the checklist, you’ll get it done!
Give yourself plenty of lead time before the move to properly address every step of the process — about three to six months — and begin taking small steps as soon as you know your target date.
Start Small
Start the project by tackling items that are less important to you and therefore easier to get rid of. Don’t overtax yourself. After a few hours, take a break and do something fun. Designate special days for emotional journeys, like sifting through the kids’ old artwork and old photos. Take all the time you need to stroll down memory lane, then move on!
The One-Year Rule
When you’re struggling with whether or not to get rid of something, apply the one-year rule. Think about whether or not you’ve used this item in the past year. If you haven’t, and if the item doesn’t have significant sentimental value, you can probably get rid of it.
Consider the doubles rule as well. Unless you plan to downsize to a restaurant, you won’t need two ladles or two potato peelers.
Digitizing Saves Space
Who can imagine parting with precious family photos? Unfortunately, boxes of old photos take up space that you may not have in your new location. Keep your memories and storage space by going digital. Scan beloved photos and old letters into a digital device, and they are yours to view at any time, forever! Digital photos are also easier to share with loved ones.
Ask For Help
An extra set of hands from family or close friends can make all the difference when downsizing. Invite people over to help with the heavy lifting. Serve snacks and spend time chatting and reminiscing as you declutter. You may find your loved ones have uses for items you were discarding. If so, let them have them!
The Price is Right!
A good old-fashioned yard sale should be part of any downsizing checklist. You’ll get rid of stuff you no longer need, make a few bucks, and have a chance to hang out with the neighbors. If organizing such an event is overwhelming, there are professional services that can come to your home and take over the process.
Your Go Bag
When moving day approaches, be sure your essentials are readily available and not packed away in a random box that you might not find for days after the move. Put together a go bag of important personal items, including:
- Sleepwear
- Bedding
- Medications
- Toiletries
- Cleaning supplies
- Kitchen and meal supplies
Start Thinking Ahead to Your Fabulous Future
It’s never too soon to transition into your new life. While you’re navigating the downsizing process, contact your Overture active adult living community to familiarize yourself with all available activities and social opportunities. Get your hands on your new home’s monthly events calendar and start planning your social activities. Sign up for fitness classes or outreach courses and be ready to jump in as soon as – or maybe even before – you unpack your boxes. And be sure to share your new address with your friends and family!