Downsizing Transition Assessment Form
Assess your readiness and needs for a successful downsizing move. Please answer the following questions to help us understand your transition goals and support requirements.
What is your current living situation?
*
Single-family home
Condo or apartment
Retirement community
Living with family
Other
What are your primary goals for downsizing? (Select all that apply)
*
Reduce maintenance responsibilities
Lower living expenses
Move closer to family or friends
Simplify lifestyle
Health or mobility reasons
Other
What is your ideal timeline for completing your downsizing move?
*
Within 1 month
1–3 months
3–6 months
6–12 months
Not sure yet
How much smaller will your new living space be compared to your current home?
*
Much smaller (more than 50% less space)
Somewhat smaller (25–50% less space)
Slightly smaller (up to 25% less space)
About the same size
Not sure yet
How do you plan to handle your belongings? (Select all that apply)
*
Keep most items
Sell items
Donate items
Discard items
Give to family or friends
Store items temporarily
How much support do you have (or expect to need) for your downsizing transition?
*
Rows
None
Some
A lot
Family or friends
1
2
3
Professional organizers/move managers
4
5
6
Real estate or housing advisors
7
8
9
What is your estimated budget range for moving and/or storage expenses?
*
Under $1,000
$1,000–$3,000
$3,000–$5,000
Over $5,000
Not sure yet
How ready do you feel for your downsizing transition?
*
Not ready at all
1
2
3
4
Very ready
5
1 is Not ready at all, 5 is Very ready
What are your biggest concerns about the downsizing process?
*
Letting go of belongings
Emotional adjustment
Finding the right new home
Physical move logistics
Cost and budgeting
Other
Please share any additional comments or specific needs regarding your downsizing transition.
Submit Assessment
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