Companion Worksheets
Worksheets to Help You Navigate The Tough Stuff
Downsizing a parent’s home can feel overwhelming. These simple, practical worksheets give you a place to start, a way to stay organized, and a little peace of mind along the way. All worksheets are free to download. You can grab them one at a time, or [download the full packet] for easy printing.
Worksheet 1: Starting the Conversation (Companion to Chapter 1) - 7 Pages
First Conversation Planner
A guided worksheet that helps you start the tough talks with confidence and compassion. Perfect for planning your first conversation with your parent or loved one. [Download PDF]
Worksheet 2: Spotting the Real Treasures (Companion to Chapter 4) - 6 Pages
Take stock of what matters most and make thoughtful downsizing decisions.
This worksheet helps you create a clear inventory of your parent’s belongings and prioritize what to keep, donate, or sell. With simple checklists and space for notes, it turns a daunting task into a manageable plan, helping your family make thoughtful decisions together. [Download PDF]
Worksheet 3: Who's Paying for What? (Companion to Chapter 6) - 3 Pages
A Clear Breakdown of Every Expected Cost.
Help families avoid assumptions and arguments by laying out who is responsible for each expense in the transition. This worksheet walks them through monthly costs, one-time moving expenses, care fees, and miscellaneous items, giving everyone a shared financial roadmap they can agree on. [Download PDF]
Worksheet 4: Accounts, Access & Avoiding Scams (Companion to Chapter 7) - 4 Pages
Protect Finances and Keep Everything Accessible.
Designed to safeguard your parents’ money and your peace of mind, this worksheet helps families list every financial account, where it’s located, who has access, and what needs updating. It also includes red-flag reminders for common scams targeting seniors, so families stay alert and protected.
[Download PDF]
Worksheet 5: Legal Documents Tracker (Companion to Chapter 8) - 2 Pages
Keep all important documents and finances in one place.
This worksheet helps families track accounts, legal documents, and other key information. Staying organized reduces stress and ensures you have everything you need for a smooth transition. [Download PDF]
Worksheet 6 & 6B: Healthcare Decisions & Contacts (Companion to Chapter 9) - 8 Pages
Capture Preferences Before a Crisis Hits.
This worksheet helps families document key medical preferences, from emergency care to long-term wishes. A companion to Chapter 9, it provides space for treatment choices, communication preferences, and special notes. Two sets of pages, one for each parent, let families list doctors, specialists, therapists, pharmacists, and other care providers, with contact info and notes. Ideal for emergencies or coordinating care among siblings. [Download PDF]
Worksheet 7: First-Day Packing & Essentials List (Companion to Chapter 10) - 2 Pages
Stay on track for a smooth move.
Use this worksheet to plan moving day step by step. From packing to coordinating helpers, this checklist ensures nothing is forgotten and that the transition is as stress-free as possible. [Download PDF]
Get the Complete Downsizing with Dignity Book Companion Packet—Plus an Exclusive Bonus!
All 7 worksheets are compiled into one convenient, printable PDF to help you guide your parents’ transition with clarity and confidence.
Exclusive Bonus: The Reflection Pages
Capture memories, lessons, and keepsakes in a personalized mini time capsule—a unique keepsake to treasure for years to come.
Enter your first name and email below, and your full worksheet packet will be ready to download instantly—no waiting, no fuss, just everything you need to get started..
37 pages of practical guidance + your very own Reflection Pages
Start planning with confidence today!