Premium Content
-> One Day Financial Audit (Comprehensive Guide to evaluating what you have, what you need, and how to grow your resources.)

On Main Site - FREE

Basic Overview – Evaluating Financial Needs of Seniors

How To Grow Your Income 

Premium Content

-> Activities of Daily Living Assessment Worksheet

-> Instrumental Activities of Daily Living Assessment Worksheet

-> 1st Call Hospital Sheets

-> 1st Call Doctor Sheets

On Main Site - FREE

Basic Overview – How to Assess Health As It Affects Our Daily Life

Premium Content

-> Senior Housing Evaluation

-> Advanced Housing Directive

On Main Site - FREE

Types of Senior Housing

Planning For The Future

Premium Content

-> Advanced Medical Directive

-> What To Do When There’s

      No Will (includes funeral planning)

On Main Site - FREE

Power of Attorney – Sample

Will - Sample

Trust – Sample

Premium Content

-> Helping Seniors Get Things Done

-> Task Assignment Sheet

-> Task Completion Sheet

On Main Site - FREE

How Ager’s Make Decisions

Importance of Family

Why Communication Matters

Best Practices: Tips & Techniques