Thinking of downsizing? A guide for Seniors and their families.

 As we get older, our needs and preferences often change, and our living situation is no exception. Whether it’s for health reasons, downsizing, or simply wanting to simplify our lives, many seniors are making the move to independent living or smaller homes. However, planning and executing a move can be overwhelming, especially for older people and their children. As a real estate agent in San Francisco with years of experience helping seniors and their families navigate this transition, I’m here to offer some guidance.

Start Planning Early One of the most important things to keep in mind when planning a move is to start early. Moving can be stressful, and the more time you have to prepare, the smoother the process will be. Depending on your situation, you may need to consider factors such as accessibility, proximity to medical facilities, and transportation options when choosing a new home. Work with your family members and healthcare providers to determine what type of living situation is best for you.


Downsizing is an essential part of moving for many seniors. It can be challenging to let go of possessions that hold sentimental value or that you’ve accumulated over the years. However, downsizing is necessary to make the move more manageable and to reduce stress. Start by creating a plan for what you want to keep, donate, sell, or discard. Consider enlisting the help of a professional organizer or a downsizing specialist to assist you in this process.

Packing and Moving

Packing and Moving Packing and moving can be exhausting and physically demanding, especially for seniors. Again, starting early and enlisting help can make all the difference. Begin by packing items you don’t need immediately, and label boxes clearly. Work with a reputable moving company that has experience with senior moves, and ask about any additional services they offer, such as packing or unpacking. Remember to take breaks and stay hydrated throughout the moving process. A good resource for more information on moving for older people is provided by

Financing Your Purchase

Financing the Purchase Financing a new home can be daunting, but there are options available to seniors. If you’re selling a home, you can use the proceeds to purchase a new one. Additionally, some seniors may be eligible for a reverse mortgage, which allows them to tap into their home equity. Work with a financial advisor or mortgage broker to explore your options and find the best solution for your needs.

Find a Great Agent

Finding a Great Agent Working with a real estate agent who specializes in helping seniors can make a significant difference in the success of your move. Look for an agent who has experience working with older clients, and who is knowledgeable about the local housing market. Ask for referrals from friends or family members, or search online for agents who specialize in senior moves. Make sure you feel comfortable with the agent and that they understand your needs and preferences.

In conclusion, planning and executing a move as a senior can be challenging, but with the right support, it can also be an exciting and fulfilling experience. Start planning early, downsize, and enlist help when you need it. Work with a reputable moving company and financial advisor to find the best financing options. Finally, find a real estate agent who understands your needs and can help you find the perfect home for this new chapter in your life.