SilverKey Senior Transition Planner & Guide
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This 60-page planner will help keep you organized as you manage all of the moving pieces involved with transitioning a love one from their home to a senior living community.
Beginning the Conversation & Community Selection
Downsizing Plan
Financial & Legal Organization
The Move
Emotional Support & Reflection
Preparing the Home for Sale
A practical 60-page digital planner to help families organize senior living decisions, moving details, important contacts, finances, and the family home—all in one place.
When Everything Feels Overwhelming, Organization Brings Clarity
This planner is designed for families managing a senior transition and trying to keep track of many moving parts at once. Use it to organize important information, compare options, prepare for a move, and keep family members on the same page.
What’s Inside
Personal Information Overview
Community Selection
Financial & Legal Organization
Downsizing Plan
The Move
Emotional Support and Reflection
Preparing the Home for Sale
Preview sample planner pages in the Resources section before you buy.
Designed to guide you step by step, without confusion.
Who This Planner Is For
Families helping a parent or loved one move to senior living
Caregivers organizing a complex transition
Older adults planning ahead
Families balancing care decisions with a home sale
Anyone who wants one place to keep the details organized
Created from real-life experience
The planner was built around the decisions families actually face during a senior transition—from comparing communities and organizing finances to planning the move and deciding what to do with the home.
Ready to Get Organized?
Use the SilverKey Senior Transition Planner to keep the details, decisions, and next steps in one place.