Downsizing & Estate Settlement Checklists

For those taking on the challenges of downsizing, senior moves, estate sales, and staging and selling houses, we offer extensive DIY support. Here are the critical checklists we have developed to help families who are cleaning out a house after a death, helping someone downsize or make a senior move or other transition.

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What Will Sell at Auction

What Will Sell at Auction

To get the most value from your estate items, learn what auctioneers are most likely to be interested in. This checklist will tell you what types of items, brands, and dates to look for.

Get the Auction Checklist: Know What Will Sell
What to Do After a Death in the Family

What to Do After a Death in the Family

This checklist will get you started on the probate process with the 10 most important things to focus on.

Download our Checklist: What to Do After a Death
Downsizing

Downsizing

This checklist will help you minimize your possessions, and streamline that process. We give guidelines on what to keep and discard, and tips on how to save time while working.

Download Our Downsizing Checklist
Home for Holidays

Home for Holidays

Visiting aging parents during a holiday? Our checklist tells you what to look for so that you are up to date on their health, house maintenance, and finances.

Download Our Checklist: Home for the Holidays