Illustrative listing cover followed by previews of the included files. Tablet not included. Use zoom or expand to inspect details.
A closer look.
What’s inside
- Priorities permission and pace
- Room preparation plan
- Belongings and privacy safeguards
- Work scope and approval record
- Vendor appointment brief
- Listing preparation handoff
- Conversation and review guide
Duplicate the blank record pages when you need more room. Actual approvals, dates and professional instructions control the work. This complete workbook is included in the RLC-0027 Senior Transition Planning Bundle; choose the single workbook or the bundle to avoid duplicate purchases.
Files to edit, read and keep
Editable Word
Editable Word file
Read, print or annotate
- 9-page editable Microsoft Word DOCX
- Matching 9-page printable US Letter PDF
Covers, instructions and use terms are included in the page count.
From download to ready to use
- 1Complete relevant records with the responsible people.
- 2Edit the DOCX in Microsoft Word and review the layout when exporting.
Know exactly what you’re getting
Included
- Editable Word
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.
Related Resources You May Like
Downsizing & MovingSenior Transition Planning BundleFamilies & professionals$59.50
Downsizing & MovingSenior Move Vendor and Timeline CoordinatorFamilies & professionals$31.50
Downsizing & MovingRoom by Room Downsizing PlannerFamilies & professionals$31.50
Downsizing & MovingOlder Parent Move Coordination PlannerFamilies & professionals$31.50