Moving Checklist | Plan Your Move Today — Turning Your Page

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Downsizing Tips

Moving Checklist

Do You Qualify?

Trusted Partners

For Sr. Care Advisors

Downsizing Tips

Moving Checklist

Do You Qualify?

Trusted Partners

For Sr. Care Advisors

Folder: Resources & Tools

Downsizing Tips

Moving Checklist

Do You Qualify?

Trusted Partners

For Sr. Care Advisors

Your Step-by-Step Guide to a Stress-Free Transition

6 Months Before Moving

Have initial conversation with family about the move Research potential communities or areas Contact TurningYourPage.com for consultation Get pre-approved for bridge financing Start decluttering storage areas, garage, attic Take inventory of valuable items

3–4 Months Before

Begin working with real estate agent to find new home Visit potential communities/properties Continue downsizing (donate, gift, or sell items) Make decision on estate sale vs. family distribution Notify important contacts of upcoming move Start collecting important documents in one place

2 Months Before (After offer accepted on new home)

Finalize bridge financing Schedule closing on new home Hire moving company or arrange moving help Begin packing non-essential items Update address with Social Security, Medicare, pension providers Arrange utilities for new home

1 Month Before Move-In

Close on new home Deep clean new home or arrange cleaning service Plan furniture layout for new space Pack most belongings, label boxes by room Confirm moving day logistics Arrange for pet care on moving day if needed

Moving Week

Pack final essentials Confirm moving company arrival time Do final walkthrough of current home Move to new home Unpack essentials first (kitchen, bathroom, bedroom) Rest and settle in—you did it!

After Move (Preparing to Sell Previous Home)

Take time to settle in new home (no rush!) When ready, prepare previous home for listing Make any necessary repairs or updates Stage home or arrange professional staging List previous home Close on previous home sale Complete bridge financing payoff Celebrate your successful transition!

Contact Info:
Todd Galde | NMLS#256864
Todd@PMPMortgage.com
Direct/Text: (925) 381-8190
5776 Stoneridge Mall Road, Suite 280
Pleasanton, CA 94588
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