Thinking about downsizing but not sure where to begin?
You’re not alone. For many homeowners the idea of moving out of a long-time family home into something smaller can feel completely overwhelming. That’s why I created this simple, time-based downsizing checklist—not to cover every single detail, but to help you break the process down into manageable steps. It’s a great place to start, and if you’re feeling stuck or unsure, I’m here to help.Reach out anytime for personalized advice or a free downsizing strategy session.✅ 12 Months Out – Early Exploration
Focus: Awareness, vision, and light preparation
- Reflect on your goals: Why are you downsizing? Lifestyle? Maintenance? Finances?
- Discuss plans with your partner/family.
- Start a “must-have” and “nice-to-have” list for your next home.
- Get a home value estimate from a local realtor.
- Research the current market in North Van and West Van.
- Begin researching ideal downsizing locations (condos, townhomes, 55+ communities).
- Create a downsizing folder (digital or physical) to store documents and notes.
Focus: Professional support, early prep
- Meet with a trusted local realtor (like me!) for a personalized strategy.
- Get a pre-sale home evaluation and walk-through for advice on upgrades.
- Begin decluttering one room at a time — start with storage areas.
- Look into estate sale, donation, and junk removal services.
- Meet with a financial advisor or accountant re: tax implications.
- Create a realistic moving budget.
- Research moving companies and downsizing specialists.
- If you're buying a new home, get pre-approved for financing.
Focus: Action + preparation
- Schedule minor repairs, painting, and touch-ups as advised.
- Continue decluttering — be ruthless with non-essentials.
- Begin packing non-daily items in clearly labeled boxes.
- Narrow down your home search; tour suitable downsized homes.
- Talk to your realtor about timing: buying first vs. selling first.
- Begin organizing important paperwork: wills, property docs, financials.
- Finalize who will help with the move (family, movers, cleaners).
Focus: Marketing and transition
- Deep clean the home or hire a cleaner.
- Stage the home (either DIY or professional).
- List your home for sale with professional marketing.
- Book your movers and confirm moving day schedule.
- Notify utility providers, service companies, and Canada Post of your upcoming move.
- Finalize where you’re moving to, close on new property.
- Start packing essentials and donation final round.
Focus: Letting go + starting fresh
- Conduct final walk-through of old home with realtor.
- Pack a “first-night” essentials box (clothes, toiletries, paperwork).
- Confirm moving details and key handovers.
- Move into your new home!
- Take time to settle, rest, and explore your new neighbourhood.
- Update your address on all important documents and accounts.
- Celebrate! You did it.