The Downsizing Planner is a free 13-page printable PDF for families downsizing their home. It includes downsizing goals, room by room, keep, gift, sell, donate, gifts to family and items sold, in A4, US Letter and a hyperlinked digital version.

Downsize calmly with this downsizing planner. Includes goals, a room by room tracker, keep, gift, sell or donate sheets, gifts to family, items sold, new home plan, moving timeline and helpers.

What's inside the downsizing planner

  • Downsizing Goals
  • Room by Room
  • Keep, Gift, Sell, Donate
  • Gifts to Family
  • Items Sold
  • New Home Plan
  • Moving Timeline
  • Helpers & Services
  • Notes

See every page

All 13 pages of the US Letter version, exactly as they print. Tap a page to see it larger.

  • 1. Cover
  • 2. This Planner Belongs To
  • 3. Contents
  • 4. Downsizing Goals
  • 5. Room by Room
  • 6. Keep, Gift, Sell, Donate
  • 7. Gifts to Family
  • 8. Items Sold
  • 9. New Home Plan
  • 10. Moving Timeline
  • 11. Helpers & Services
  • 12. Notes
  • 13. Thank you page

Who this downsizing planner is for

This planner is for empty nesters, retirees and families helping a parent move to a smaller home or senior living. Moving to a smaller home means making many decisions about furniture, keepsakes and a lifetime of belongings, which can feel emotional and exhausting. This planner breaks the work into calm, manageable steps and helps families share the load. It also keeps track of what goes to children, what is sold and what is donated, so nothing is forgotten.

How to use your downsizing planner

Set goals, go room by room, make decisions, plan family gifts and sales, measure the new floor plan, follow the timeline and keep contacts. Write your goals and the reasons for downsizing. Work room by room, deciding what to keep, gift, sell or donate. Record decisions so family members know the plan. List treasured items going to relatives on the family gifts page. Track items for sale and their prices. Sketch the new home's floor plan and check which furniture will fit. Follow the timeline toward moving day, and keep movers, estate sale companies and helpers on the contacts page.

Formats included

A4 PDF

For printing in most of the world (210 × 297 mm).

US Letter PDF

For printing in the US and Canada (8.5 × 11 in).

Digital PDF

Hyperlinked tabs for tablets and PDF annotation apps.

Ready to start?

Free download

Downsizing Planner questions

Can I plan family gifts?

Yes. Look for the "Keep, Gift, Sell, Donate" and "Gifts to Family" pages in the 13-page downsizing planner. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet. Every page is undated, so you can start any day and reprint a page whenever it fills up.

Is there a floor plan page?

Yes. Other pages in the 13-page downsizing planner include "Downsizing Goals", "Room by Room" and "Keep, Gift, Sell, Donate", so related notes stay together. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet.

Does it include a moving timeline?

Yes. Look for the "Moving Timeline" page in the 13-page downsizing planner. Every page is undated, so you can start any day and reprint a page whenever it fills up. Download it free, print only the pages you need and add more copies of any page later.

Is the Downsizing Planner really free?

Yes, the Downsizing Planner is completely free for personal use. Download the 13-page PDF without an account or email address, print it at home as often as you like and share the page link with friends. Matching bundles on our Etsy shop are optional and paid; this single planner stays free.

What size is the Downsizing Planner?

The Downsizing Planner comes in A4 (210 x 297 mm) and US Letter (8.5 x 11 inches), plus a hyperlinked digital PDF for tablets. Choose the file that matches the paper in your printer and print at Actual size or 100%, so nothing is cut off. Both paper sizes have the same 13 pages.