Senior Move Process

First things First –

  • Consult to assess needs and determine the time frame
  • Create an action step and target dates for the process
  • Contact moving company to request an estimate and secure the date for the move

Preparation for Floor Plan –

  • If the client is moving to a retirement community, coordinate the move date and with the community liaison concerning anything particular that arises concerning the client’s needs and wishes
  • Communicate with family members, attorneys, geriatric care managers, and anyone involved with the move.
  • Sort all possessions to determine whether to Keep, Give to Family and/or Friends, Sell, Donate or Discard
  • Contact charitable organizations to arrange for pick up of items to donate (obtain tax deduction receipt)
  • Contact estate sale company to assess what items can be sold
  • Contact shredding company if needed
  • Coordinate items if needed to be shipped out of state with a local shipping company.
  • Coordinate local deliveries if needed of items to be moved to family or friends.
  • Coordinate all aspects of the move with the moving company
  • Shop for items needed for new home
  • Create a floor plan if needed

Packing –

  • Pack items in the appropriate box
  • Number each box and label indicating the items in box, and the destination to and from
  • Create a box inventory list of items for new home and/or storage unit if needed
  • If the move has multiple locations, create a color-coding system to ensure accuracy of deliveries

Settling into a New Home–

  • Oversee the move, ensuring the mover's pack items to be moved, and load truck according to efficient and logical instructions.
  • Unpack and place items in agreed-upon locations in a new home
  • Plugin the phones, lamps and set the clocks
  • Make the bed
  • Hang the shower curtain
  • Place the clothing into appropriate closets and chest of drawers
  • Organize the bathrooms according to the client’s needs
  • Organize the kitchen cabinets with attention to every detail and preference that the client has communicated
  • Make sure furniture is placed appropriately for aging in place
  • Hang the artwork


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