Life Transitions Checklist
A Calm Checklist for the Home
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- 1 Give yourself permission to move at a comfortable pace.
- 2 Write down everyone involved in the decision and who has the final say.
- 3 Gather the deed, the mortgage statement, and a recent tax bill in one folder.
- 4 Locate keys, garage remotes, and any gate or alarm codes.
- 5 Note what the home needs, from simple tidying to larger repairs.
- 6 Decide how belongings will be sorted: kept, given, donated, or sold.
- 7 Confirm the insurance on the home is current and the utilities stay on.
- 8 Ask for a clear, current picture of what the home may be worth.
- 9 List the questions you want to take to your attorney or financial advisor.
- 10 Choose one small next step and a date to revisit the rest.
Want help working through the list?
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