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Checklists and Workbooks

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Checklist: Moving a loved One into Senior Living

This checklist features all the forgotten to-dos in the move to the transition to senior living.

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Checklist: Getting your Estate Documentation organized

This checklist features all the documentation and information your family would need if something were to happen to you.

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checklist: What to do after a losing a loved one

This checklist focuses on the most critical items to handle after losing a loved one and when to handle them. 

Workbook: Estate Planning Workbook

Similar to the estate documentation checklist, this workbook is intended to be filled out and shared with your family in the event something happens to you.