Home & Life Transition Planner

Most families start planning in a hospital hallway, or with a house that has to be emptied in three weekends. This workbook helps you plan before that happens.

It’s the same planning I walk my clients through, turned into 83 printable, fillable pages you can complete on your own or together with a parent.

• Room-by-room home organization resets to make everyday life easier

• An aging-in-place walk-through, built on my CAPS training, to identify safety concerns and changes to consider

• A downsizing plan: what moves, what goes to family, what sells and what’s donated

• Belongings and their stories, including who you’d like to have them

• Future-home planning and senior living comparisons, plus a 30-day move plan and first-night box checklist

• An estate clear-out roadmap, including what never to throw away

• The essential information your family would need first, with a filing index, key inventory and family handoff checklist

Instant download. Fill it in on your phone, tablet or computer using the free Adobe Acrobat Reader app, and save your completed copy. Prefer paper? Print the whole workbook or just the pages you need, and start this weekend.