Preparing to Move Checklist

Preparing to Move Checklist

Relocating can be overwhelming, but with careful planning, the transition can be smooth and stress-free. Whether you are downsizing, moving to an assisted living community, or relocating to a more accessible home, this checklist will help you stay organized every step of the way.

Plan & Organize (6–8 Weeks Before Move)

• Assess your needs and consider hiring a senior relocation specialist or moving service.
• Review the accessibility of your new home (e.g., ramps, grab bars, wider doorways).
• Decide what to keep, donate, sell, or pass on to family.
• Set a moving budget including all services and supplies.
• Get quotes from movers experienced in senior transitions.
• Look into downsizing assistance and financial aid for seniors.
• Notify USPS, banks, insurance, and subscriptions of your address change.
• Transfer/cancel utilities and inform your support network of your plans.

Downsize & Declutter (4–6 Weeks Before Move)

• Sort items into Keep, Donate, Sell, and Pass Down.
• Ensure kept items fit comfortably in the new space.
• Donate to local charities or senior organizations.
• Sell items through estate sales, online platforms, or consignment.
• Pass sentimental items to family or close friends.
• Gather and secure important legal, medical, and financial documents.
• Store essential papers in a clearly labeled, accessible folder.

Packing & Preparing (2–4 Weeks Before Move)

• Pack an “Essentials Bag” with daily medications and items.
• Label boxes by room; use color codes or numbers for priority items.
• Protect fragile items using soft materials and wrap securely.
• Confirm the moving date and schedule with your moving team.
• Ask for help from family or professionals on moving day.
• Plan the travel route with scheduled stops if driving.
• Ensure the new home is cleaned, repaired, and safe prior to move-in.
• Set up utilities and install accessibility features like grab bars or non-slip flooring.

Moving Day & Unpacking

• Dress comfortably and wear supportive shoes.
• Keep snacks, water, and medications close by.
• Have emergency contacts handy.
• Supervise furniture placement and box unloading.
• Check fragile items and confirm everything arrived.
• Set up your bedroom and bathroom first for comfort and rest.
• Organize a clutter-free layout with wide walking paths.
• Unpack daily essentials like kitchen items next.

Adjust & Enjoy Your New Home

• Update your address with Social Security, Medicare, insurance, and DMV (if applicable).
• Notify friends and family of your new contact details.
• Locate nearby grocery stores, pharmacies, and doctors.
• Introduce yourself to neighbors and join local senior activities.
• Set up home care, transportation, or meal delivery if needed.
• Test emergency alert systems and ensure appliances and security features work properly.
• Personalize your space with familiar items and decorations.

Bonus Tip: Consider Professional Senior Moving Services

• Hire a senior move specialist to assist with packing