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12 Crucial To-Dos to Consider Before Downsizing Your Home

12 Crucial To-Dos to Consider Before Downsizing Your Home

Downsizing is funny. You wake up one day, and suddenly, the couch feels too big. Other times, it nags at you for months until you finally make peace with moving to a smaller space where the hallway doesn’t echo. Maybe you’re prompted by a desire for simplicity or the realization that the kids have flown the coop forever. But one thing is certain: downsizing can feel like both a thrilling adventure and a major headache.

The prospect of decluttering and moving into a smaller living space can stir a mix of emotions—joy at the thought of liberation and dread at the prospect of sorting through years of accumulated “treasures.” Before you dive headfirst into the chaos of packing boxes and sifting through decades of keepsakes, a solid game plan is crucial.

These are some of the critical steps to take before you start packing up your life. We carefully selected our tips from trusted home sites and forums to give a mix of insightful and practical knowledge. 

1. Assess Your Current Space

Interior of modern home library with bookshelves, sofa, coffee table and fireplace

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Before you can even think about packing, you need to take a long, hard look at your current living situation. Walk through each room and make a mental note of what you use regularly and what just sits there, gathering dust.

This assessment isn’t just about physical space, but really it’s about evaluating your lifestyle. Ask yourself if your current layout meets your needs or if it’s a labyrinth of unused furniture and forgotten knick-knacks.

2. Create a Downsizing Timeline

Agenda Activity Information Calendar Events and Meeting Appointment

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You will be planning until the second coming if you don’t put a timeline into action. Mark key dates on your calendar, from the initial decluttering stages to the final moving day. The timeline will act as your roadmap, helping you stay focused and motivated as you tackle this exciting yet overwhelming project.

Pencil in breaks along the way because downsizing can be an emotional rollercoaster, and scheduling time for self-care or a mini-celebration after reaching milestones can help you recharge.

3. Sort Your Belongings

woman looking through her closet hangers decluttering

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Channel your inner Marie Kondo and sort through your belongings. Start with one room at a time and streamline your decision-making process. If you haven’t used it in the last year, chances are you won’t miss it.

As you sort, remember that it’s perfectly fine to have a few sentimental items. However, avoid the trap of holding onto things “just in case.” That day never comes, but the clutter does.

4. Plan for Donations and Sales

woman shopping at antique garage estate sale thrift bargain

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Everything is sorted… what’s the plan now? Decide what to do with the items you no longer want. Consider organizing a garage sale where you can turn your clutter into cash while giving others a chance to find hidden gems. This helps you lighten your load, and it can also be a fun way to engage with your community.

If a garage sale isn’t your style, explore local charities and donation centers to give your items a second life. Many organizations appreciate donations, and you might even find that your unwanted items could bring joy to someone else.

5. Digitize Important Documents

Young happy mixed race couple going through documents and using a laptop at a table together at home. Hispanic husband and wife planning and paying bills

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There’s no reason to keep piles of papers cluttering your space. Take the time to digitize important documents, including family photos, tax records, and any other paperwork you want to preserve. Scanning these documents reduces physical clutter and guarantees that you’ll always have easy access to them.

There are numerous apps and services available to help you with the digitization process, making it easier than ever to stay organized. Investing in a secure cloud storage solution for extra peace of mind.

6. Review Your Budget

Young woman in savings and home budget

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Downsizing often comes with various costs, and reviewing your budget can help you avoid surprises down the road. Take stock of moving expenses, potential repairs, and any new furnishings you may need to purchase.

Establish a clear budget and stick to it to keep your finances in check during this transitional phase. You will need this financial awareness to ease your mind and help you plan better.

7. Create a Packing Strategy

couple moving houses packing boxes new home

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Gather supplies, such as boxes, bubble wrap, and tape, and start planning how you’ll tackle each room. Pack one room at a time and label each box with its contents and destination.

This organization will save you a lot of tears when you can’t find the coffee maker during the unpacking phase. It’s okay to be selective about what goes into each box. The boxes don’t have to be full to be sealed.

8. Notify Important Parties

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As moving day approaches, don’t forget to notify essential parties of your address change. This includes your bank, insurance company, and any subscriptions you may have.

You’ll want to make sure that all your important communications reach you in your new home, so take the time to update your information. Tell your friends and family about your move. They may be planning a surprise birthday for you in your old home, and accidentally might end up surprising themselves.

9. Research Moving Options

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When it comes to moving, a little research can go a long way. Decide whether you want to tackle the move yourself or hire professional movers. If you opt for the DIY route, enlist your friends for a moving party—pizza and good company can make heavy lifting feel like a group workout.

However, if you prefer to leave the logistics to the pros, shop around for moving companies, read reviews, and ask for quotes.

10. Prepare Your New Home

Real estate agent showing house to young couple outdoors

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Before the big day arrives, visit your new space to ensure it’s ready for your belongings. This might mean cleaning, painting, or making minor repairs to create a welcoming atmosphere. A little prep work can go a long way in making your new house feel like a home right from the start.

Take measurements of your furniture to confirm that everything fits as you envision. It’s much easier to make adjustments now rather than scrambling to rearrange things once the movers arrive.

11. Secure Your Pets

Two dogs waiting by door to go for a walk. Obedience training of 2 bonded dog. Door guarding behavior. Female Boxer Pitbull and female Harrier mix.

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What will happen to Ginger when you move? Your pets‘ well-being should be a priority during the downsizing process. How will you manage their care on the moving day? Will you arrange a pet sitter or find a quiet space in your new home where they can feel safe?

Make sure to update any pet-related documentation, such as microchip information or veterinary records, to reflect your new address.

12. Create a Moving Day Essentials Kit

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You might need to think about a moving day essentials kit. This kit should include items that you’ll need right away, such as toiletries, a change of clothes, snacks, and important documents.

Having these essentials easily accessible will prevent you from digging through countless boxes when all you want is a glass of water after a long day of moving.

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