Downsizing & Moving
Downsizing Master Kit
Decide, talk it through, gather records, sort, prepare and coordinate the move.
Coming soon. These bundles are in preparation and are not yet available to buy. Final contents, formats, prices and download access are being checked.
What’s planned inside
Complete component resources plus a start-here overview explaining how they fit together. The list below is the planned scope, not a verified download manifest.
| Stage | Resource | Planned formats |
|---|---|---|
| 1. Decide | Empty Nester Downsizing Planner | 27-page Word + PDF Planned; final file check pending. |
| 1. Decide | Downsizing Net Proceeds and Monthly Cost Calculator | Excel Planned; final file check pending. |
| 2, 5, 6. Meet, prepare, move | Senior Transition Planning Bundle (3 workbooks) (RLC-0027) | ZIP: 3 Word + PDF workbooks + overview Planned; final file check pending. |
| 3. Gather records | Home Legacy Records Binder | Excel + 11-page Word + PDF Planned; final file check pending. |
| 4. Sort | Room by Room Downsizing Planner (RLC-0031) | 10-page Word + PDF Planned; final file check pending. |
Use the resources in this order
- Decide what you need from your next home
- Talk through the plan with family and helpers
- Gather the home’s records
- Sort belongings room by room
- Coordinate sale preparation
- Plan the move and handoffs
The files are separate resources. They do not automatically transfer your entries between workbooks.
Already own a resource?
The Senior Transition Planning Bundle is included in full. Its three workbooks cover family meetings, seller preparation and moving coordination. The Empty Nester planner and Room by Room planner revisit some sorting and preparation topics; use one as your main record and skip completed sections.
Review the component list and your previous downloads before purchasing when this bundle opens. Any future upgrade policy will be stated explicitly.
Formats, compatibility & scope
Planned Word files are editable; PDFs are for reading, printing or annotation. Excel files require compatible spreadsheet software. Final file counts and compatibility will be confirmed before purchase opens.
These educational resources organize records and questions. They do not establish legal authority, ownership shares, reimbursement rights, zoning approval, buildability, financing approval or transaction compliance. Consult qualified local professionals.
Final personal, professional and client-distribution permissions will be shown before checkout. A bundle does not grant resale or redistribution rights.