Downsizing Guide - Peaceful Design Style - Real Estate Templates
Aging homeowners are the most underserved listing opportunity in real estate. They're sitting on decades of equity, thinking about their next chapter, and waiting for someone to actually help them through the decision. This guide makes you that someone. The Downsizing Guide is a comprehensive resource you use during consultations with homeowners considering a move. It walks them through every part of the decision: evaluating whether they're ready, understanding the real cost of staying, finding the right-sized home, sorting through a lifetime of belongings, and preparing emotionally for the transition. This is not a giveaway. It's a consultation tool that positions you as the downsizing expert in your market. What's Inside: The guide covers the full downsizing journey in a format homeowners can actually use: Downsizing Readiness Self-Assessment to help them evaluate where they stand across four key areas: their home, their finances, their lifestyle, and their stuff Housing Cost Worksheet that compares their current expenses to projected costs in a smaller home, plus a 10-year projection of what staying will cost them Finding Your Right-Sized Home framework, including essential questions to answer before searching, a home evaluation checklist, the five-year test, and red flags to watch for The Sorting System with a room-by-room approach to working through decades of belongings Professional Partners Directory, where you add your trusted vendors: senior move managers, estate sale companies, organizers, movers, financial advisors, and elder law attorneys Preparing Your Heart section that addresses the emotional side of leaving a home filled with memories How to Use It: Bring the guide to your listing consultation. Walk the homeowner through it. Leave it with them. When you do this, you're not another agent asking for the listing. You're the expert who helped them make sense of the biggest decision they've faced in years. What You Get: Fully designed Canva template you can customize with your branding, logo, colors, and contact information. Add your own professional partners and local resources to make it yours. Who This Is For: Real estate agents who want to build a listing business with aging homeowners, empty nesters, and seniors. Agents who understand that this demographic requires patience, expertise, and a different approach than chasing buyers on Zillow. This is a digital product. After purchase, you'll receive access to the Canva template. No physical product will be shipped.