Downloadable Resources

Welcome! These downloadable resources have been designed to help seniors and their families start meaningful conversations, stay organized, and plan ahead with confidence.

Whether you’re navigating aging, health decisions, or household transitions, this collection of cost effective resources provides a practical way to document key details and share information clearly.

Please Note: These Tools Are Not Legally Binding

While these templates offer a helpful structure for planning and discussion, they are not a substitute for legal advice or official documentation. For any decisions related to medical care, finances, or legal authority (such as wills or Power of Attorney), we strongly recommend consulting a lawyer or licensed professional.

 💡 When to Use These Tools

These documents are ideal for times when:

  • You don’t need a planner, but want a clear place to start  
  • Your family wants to gather important information in one spot  
  • You’re preparing for a life transition, appointment, or emergency  
  • You want to start a conversation about future needs  
  • You’re supporting a senior through organization or caregiving

 ✍️ Tips for Filling Them Out

  • Take your time – these are meant to spark thoughtful conversations  
  • Print or complete digitally – many of these forms can be filled out online or by hand  
  • Share copies with key family members, caregivers, or professionals  
  • Review regularly especially after major life changes like a move, health event, or new diagnosis