The Family Transition Toolkit
Free companion resources for The Adult Child's Guide to Helping Aging Parents Move
Helping a parent make a move comes with a lot of questions. These worksheets are designed to help your family organize information, talk through decisions, and move forward at a comfortable pace.
Get the Free ToolkitFind the Resource You Need
Transition Readiness Checklist
Recognize when a change might be worth discussing.
Download PDFSenior Housing Tour Questions
Know what to ask during community visits.
Download PDFHome Preparation Checklist
Get a home ready for its next chapter.
Download PDFEmergency Document Checklist
Organize important documents and responsibilities.
Download PDFFamily Meeting Worksheet
Make family conversations more productive.
Download PDFSenior Housing Comparison
Compare communities and clarify priorities.
Download PDFEach worksheet is free to download, no sign-up needed.
Get All Six Worksheets in One PDF
Download the complete 17-page toolkit to organize information, guide family discussions, prepare for community tours, and keep important decisions in one place.
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Trusted Places to Find Help
These organizations help families locate move managers, elder law attorneys, aging life care professionals, benefits information, and specialized real estate guidance, wherever your parent lives.
- Seniors Real Estate Specialist® (SRES®) DirectoryREALTORS® trained to help buyers and sellers age 50 and older.
- National Association of Senior & Specialty Move ManagersHelp with sorting, packing, and settling into the new home.
- National Academy of Elder Law AttorneysWills, powers of attorney, and long-term care planning.
- Aging Life Care AssociationCare planning and coordination professionals.
- AARP Caregiving Resource CenterGuides and tools for family caregivers.
- Eldercare LocatorLocal aging services. Call 1-800-677-1116.
- Medicare.govCoverage information and plan comparisons.
- USA.gov Benefit FinderGovernment benefits your parent may qualify for.
These organizations are independent. Links are provided for convenience and are not an endorsement of any individual provider.
You Don't Have to Figure It All Out Alone
Whether you're planning ahead or facing a move sooner than expected, I'm happy to help you explore your options. If your parent lives outside the Richmond area, I can introduce you to a trusted, qualified real estate professional where they live.
Home Transitions & Downsizing Specialist
Crystal Tillman Real Estate | Maison Real Estate Boutique