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Downsizing Checklist | Downsizing Your Home Guide for Empty Nesters and Retirees | Checklist & Planner, Fillable Word + PDF

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Highlights

Moving to a smaller home? Plan the budget, sort what stays and run the sale and move without the overwhelm.

WHO IT'S FOR
For empty nesters, retirees and anyone simplifying. It covers the reasons and budget, sorting belongings, selling your current home and settling into the new one.

WHAT'S INSIDE
1. How to Use This Guide
2. Is Downsizing Right for You?
3. Financial Planning for Downsizing
4. Sorting and Decluttering
5. Selling Your Current Home
6. Finding Your Next Home
7. The Move
8. Settling In

WHAT YOU GET
• PDF, ready to print and fill in by hand
• ZIP with the fillable Word (DOCX) file. Type right into it and keep everything in one place
• An optional AI prompt page

HOW THE AI GUIDE WORKS
Every guide includes an optional AI prompt. Paste it into Claude, ChatGPT or Gemini and the assistant works through the guide with you, section by section: research, answers to questions as they come up, and tracking tasks and deadlines. The guide works on its own without it.

If cost is a barrier, message me and I'll send a code.

ABOUT THE SERIES
Part of the Life's Challenges series: guides for the hurdles life throws our way. 83 guides across 9 categories. You organize. A professional decides.

I built this series after handling my mother's estate. I chose every topic, structured every section and reviewed every page. AI helped with drafting the format and editing and revision recommendations. Includes a prompt you paste into Claude, ChatGPT or Gemini.

IMPORTANT NOTICE
This guide is an organizing and tracking tool. It isn't legal, financial or real estate advice. This guide helps you organize. A professional helps you decide.

Instant digital download. Nothing ships. If a file won't open, message me and I'll fix it within 24 hours. Digital files are non-refundable.

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Listed on Oct 20, 2026
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