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Senior Transition Planning Bundle — preview 1

Illustrative listing cover followed by previews of the included files. Tablet not included. Use zoom or expand to inspect details.

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The details, before you decide

A closer look.

Inside the resource

What’s inside

  1. Family meeting: priorities, participation, roles, housing choices, decisions and conversation guide
  2. Seller preparation: room tasks, belongings and photo permissions, vendor scope, appointments and listing handoff
  3. Move coordination: provider checks, written scope, timeline, appointments, costs and next actions
  4. Overview: stage selection, cross-workbook handoff and review rhythm

The three complete workbooks are also sold separately as RLC-0030, RLC-0028 and RLC-0029. Do not buy them again if you already have this bundle. Instructions are integrated; separate quickstart files are not included.

You receive

Files to edit, read and keep

ZIP

ZIP package

See included instructions

One ZIP containing 7 files:

32 PDF pages total, including covers, setup instructions and use terms. The matching Word versions repeat the workbook content.

How to use

From download to ready to use

  1. 1Extract the ZIP and start with 00_Start_Here_Bundle_Overview.pdf.
  2. 2Complete relevant records with the responsible people.
  3. 3Edit the DOCX in Microsoft Word and review the layout when exporting.
Formats & scope

Know exactly what you’re getting

Included

  • ZIP package

Not included

  • A physical product or shipping
  • There are no automated calculations.
  • No Canva template, slide deck, online dashboard or third-party subscription is included.
  • An Excel spreadsheet
  • Interactive PDF form fields

Compatibility

The supplied PDFs are for printing or annotation, with no interactive form fields.

Scope

Educational planning and communication tool. It is not a contract, permission to act, property inspection, accessibility certification, medical assessment, counseling, or legal, tax, lending, insurance, or financial advice. Actual authority, agreements, court orders, local requirements, and professional instructions control. Record uncertainty and obtain the appropriate answer before acting.

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