The Utah Right-Sizing Checklist

Month 6: Clarify the next chapter

• Write down why your current home no longer fits.
• List what you want more of: freedom, safety, family proximity, travel, lower upkeep.
• Choose your likely timeline: now, 3 months, 6 months, 12 months, just researching.
• Talk with family members who should be included early.

Month 5: Understand your current home

• Gather mortgage, HOA, utility, tax, and improvement information.
• Walk through the home and note repairs, clutter zones, and buyer-facing issues.
• Ask which updates are likely to matter before spending money.
• Request a practical home value review.

Month 4: Define the right next home

• Rank must-haves: main-level living, fewer stairs, garage, storage, pets, guest room.
• Compare rambler, patio home, condo, townhome, twin home, and 55+ community options.
• Identify target areas near family, healthcare, recreation, church, or daily errands.
• Decide what maintenance you still want — and what you do not.

Month 3: Declutter without overwhelm

• Start with one closet, drawer, or room at a time.
• Use categories: keep, gift, donate, sell, discard, undecided.
• Give meaningful items a destination before moving day.
• Consider organizers, movers, cleaners, stagers, or estate-sale resources if needed.

Month 2: Build the sale + search plan

• Compare selling first, buying first, or coordinating both.
• Review likely net proceeds and next-home budget with appropriate professionals.
• Prepare the listing strategy, photos, staging, and launch timeline.
• Watch active inventory for realistic right-sized options.

Month 1: Move with a clear next step

• Finalize repairs and presentation.
• Confirm move logistics and utility/service changes.
• Keep important documents, medications, and essentials separate.
• Review every real estate decision calmly before signing.