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Worksheets and Resources2024-03-14T11:42:03-05:00
  • Moving Day Planning Timeline

Moving Day Planning Timeline

Ready to simplify moving day? Download Moving Day Planning Timeline—perfect for seniors and their families navigating life's transitions!

  • Home Safety Checklist

Home Safety Checklist

Ensure your loved ones' safety and peace of mind! 🏠 Download Home Safety Checklist—your essential guide to creating a safer living space for seniors.

  • Important Document Organizer

Important Document Organizer

Stay prepared and stress-free! 🗂️ Download this to simplify transitions and ensure peace of mind for you and your loved ones.

  • 10 Tips for Hosting a House Cooling Party

Tips for Hosting a House Cooling Party

Hosting a house cooling party is one approach to ease this transition and offer a joyful experience—a time to commemorate the memories created in the home while also saying goodbye in a meaningful way.

  • Legacy Letter Template

Legacy Letter Template

What if your words could echo through generations? Use this template to create your very own Legacy Letter.

  • Packing List for Apartment Living

Packing List for Apartment Living

We've created the perfect "rightsized" packing list for retirement community living. If you are downsizing to an apartment - this list of items to bring will be very useful.

  • What to Keep when a Loved One Dies Worksheet

What to Keep when a Loved One Dies Worksheet

Things don’t hold memories, people do.  You simply can’t keep it all.  In this helpful worksheet we give you important questions to ask yourself when determining what to keep and what to let go of.

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