Downsizing guide
Downsizing Checklist
Break the move into manageable steps. Most homeowners find it much less overwhelming with a plan.
CHECK MY DOWNSIZING NUMBERS3–6 months before
- Run your numbers: net proceeds, cash remaining and monthly costs.
- Check whether Prop 19 could apply.
- Decide on home type and area for your next home.
- Talk to a lender if you'll finance part of the purchase.
1–3 months before
- Sort belongings: keep, give to family, sell, donate.
- Measure the new space and plan furniture.
- Make only the repairs buyers are likely to value.
- Choose a selling and buying timeline.
Moving month
- Book movers and confirm escrow dates.
- Transfer utilities, insurance and mail.
- File any Prop 19 claim with the County Assessor.
Examples are hypothetical illustrations, not appraisals or tax, legal or financial advice. Confirm tax questions with the County Assessor or a qualified professional. Last reviewed October 2026.
Want a personal review of your numbers?
Nataliya Abolfathi, REALTOR® with Keller Williams Pacific Estates, can review what your home could sell for and help you plan your move.