I recently worked with a couple who had lived in their home for more than 45 years. They were thinking about moving and called me for advice on their next steps. They were not in a rush and had no idea where they wanted to go, but realized that their home was too large and they needed to downsize. They were a little overwhelmed about the thought of moving, but ready to start the process.
These clients were actually in a very good position. They were able to make this decision on their own timeline, and not have a financial or health emergency dictate their move.
Once you have made your decision, look for an agent with their Senior Real Estate Expert (SRES) designation. This will tell you that he or she has taken the course that addresses the needs of home buyers and sellers age 50 and over. Since it is not unusual for a move like this to take a year or more to prepare for, it can require more patience on the part of your agent. When you interview prospective agents, make sure they are attentive to your questions and concerns. They also need to understand your priorities, such as one-floor living or being near your children.
Many agents communicate via e-mail and text; if you don’t use these methods, tell them so and agree on what will work best for you. Many times adult children are involved, so they must be considered as well. The more information you can provide your agent upfront, the smoother things will go. Your agent should be able to assemble a trusted team of service people such as movers, estate people, attorneys, and home repair experts to help ease your transition. He or she will be with you every step of the way, so the relationships with these people are very important.
Since your next home will be smaller, you need to start thinking about what you can give away, donate, or toss. Many of these items come with memories, making them especially difficult to part with, so the earlier you start the better. Also, don’t be surprised if your children do not want the things you intended for them to have. This happens more often than not.
If the thought of sorting through your belongings is too overwhelming to handle yourself, there are professional organizers who can help you. They work with clients to identify the unused and unnecessary items that may not make sense to bring to their next home. They can also help efficiently pack and unpack. Someone like this can be a great resource, as well as a giant relief.
Lastly, know there are going to be some uncomfortable moments, and this is normal. Moving is a big life adjustment, and a good agent will help guide you through the process and into your new home.
Marjorie Youngren is a broker at Century 21-Commonwealth in Lynnfield. E-mail your questions to marjorie.youngren@commonmoves. Follow her on Twitter @MarjorieTeamC21.