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About Living at Home

  • Is there anything I can help you with to keep the house in good shape?
  • Have you thought about making some changes that could let you stay here longer?
  • Have you thought about moving closer to us or to other family members?
  • What type of lifestyle do you need and want?

About Resources

  • Where do you stand financially?
  • How much equity will you receive from the sale of your home?
  • Have you thought about selling the house and using that cash to move somewhere more comfortable?

About Downsizing

  • Which items do you want to keep and move, give to family or friends, liquidate, or store?
  • Do you use this item often? Have you used it in the past year?
  • Do you have another item that performs the same function?
  • Do you need it or want it?
  • Does it have sentimental value?
  • Does that item have a significant dollar value?
  • Would a family member or friend appreciate the item or use it? 
  • Does this item truly enhance your quality of life?
  • Would this item physically fit in your smaller living space and future lifestyle?

About Moving

  • What will you need to do to prepare your house for sale? 
  • What do you need to do to prepare for a move?
  • Have you thought about hiring a move manager, senior relocation specialist, or organizer?
  • What date or time of year would you prefer to make the move?


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