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18 Essential Steps to Master the Art of Downsizing and Live Lighter

Updated: Sep 12, 2023

Downsizing can be a challenging process, whether you're moving to a smaller home, decluttering your current space, or simplifying your life.

Here's a downsizing checklist to help guide you through the process:


1. Set Clear Goals:

  • Define why you're downsizing: Is it to save money, simplify your lifestyle, or something else?

2. Create a Timeline:

  • Set a realistic timeline for when you want to complete the downsizing process.

3. Evaluate Your Current Space:

  • Assess your current belongings and space to identify what you need and what can be let go.

4. Declutter:

  • Go room by room and decide what to keep, donate, sell, or discard.

  • Consider items' usefulness, sentimental value, and frequency of use.

  • If you haven't used or worn something in a year, consider letting it go.

5. Organize and Sort:

  • Categorize items into groups (keep, donate, sell, discard).

  • Use storage bins or boxes to keep items organized during the sorting process.

6. Measure the New Space:

  • Take measurements of your new space to determine what furniture and belongings will fit.

7. Plan Furniture Layout:

  • Design a furniture layout for your new space, considering functionality and available space.

8. Prioritize Essentials:

  • Identify essential items you'll need in your new space.

  • These might include basic furniture, kitchen supplies, clothing, and personal care items.

9. Sell Items:

  • Sell valuable or gently used items through garage sales, online marketplaces, or consignment stores.

10. Donate:

  • Donate items that are in good condition but no longer needed to charitable organizations.

11. Dispose of Unwanted Items:

  • Properly dispose of items that can't be sold or donated, such as broken or hazardous items.

12. Organize Documents:

  • Sort and organize important documents, keeping only what's necessary.

13. Pack Efficiently:

  • Use proper packing materials to protect fragile items.

  • Clearly label boxes clearly with their contents and the room they belong to.

14. Notify Others:

  • Update your address with relevant parties, such as the post office, utilities, and subscription services.

15. Moving Day:

  • Hire a reputable moving company or enlist help from friends and family.

  • Keep essentials handy, like toiletries, a change of clothes, and important documents.

16. Unpack Strategically:

  • Unpack essentials first to make your new space functional.

  • Take your time unpacking non-essential items to avoid cluttering the new space.

17. Reflect and Adjust:

  • As you settle into your new space, evaluate if you need to make further adjustments to your belongings.

18. Embrace the Change:

  • Downsizing can be emotionally challenging, but focus on the positive aspects of your new lifestyle.


Remember that downsizing is a process, and it's okay to take your time to make thoughtful decisions about what to keep and what to let go. It's also an opportunity to create a more organized, intentional living space that aligns with your current needs and goals.


Learn more about our custom-tailored downsizing solutions for your specific life scenario, family goals, and objectives by visiting our website: www.allthingsdownsizing.com or call for a complimentary consultation: 918-731-3990.


  • Downsizing Planning

  • Home Organization

  • Packing and Moving

  • Asset Liquidation

  • Real Estate

  • Financial Planning

  • Assisted Living Transition

  • Estate and Probate

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