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Original Price: $17.99

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Senior Downsizing & Relocation Client System, 50 Editable Canva Business Forms, Moving Planner

Aurum

Designed by Aurum

AurumTemplateCo ·

West Palm Beach, Florida

You can only make an offer when buying a single item

Highlights

  • Designed by AurumTemplateCo
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 1 ZIP

Senior Downsizing & Relocation Client System - a complete, editable client workflow for senior move and downsizing specialists, professional organizers, relocation coordinators and concierge move services.

Guide older-adult clients and their families from the first discovery call through downsizing decisions, vendor coordination, move day and settling into the new home - with one calm, professional set of forms.

WHAT'S INCLUDED
- 54 Canva pages total: 50 editable working templates + 4 support pages (cover, How to Use This System, 50-template index, Template Use Notice)
- US Letter, 8.5 x 11 in, portrait
- Your Canva template link, inside the START HERE PDF
- Buyer ZIP: START HERE guide, template link instructions, 50-template index, license, help guide
- Print-ready PDF of all 54 pages

THE 50 TEMPLATES
Client, Family & Project Intake (14): Discovery Call Notes, Client Contact Information, Family / Authorized Contact Directory, Emergency Contact Information, Goals & Priorities Questionnaire, Move Timeline & Key Dates, Budget Planning Worksheet, Health, Accessibility & Mobility Considerations, Current Home Overview, New Home Overview, Preferences & Comfort Checklist, Project Scope & Service Selection, Initial Consultation Summary, Family Communication Preferences
Downsizing & Decision Making (15): Whole-Home Inventory, Room-by-Room Inventory, Keep / Sell / Donate / Gift / Pack Decision Sheet, Sentimental Items Guide, Family Item Request Tracker, Furniture Fit & Placement, New Home Room Plan, Closet & Storage Planning, Downsizing Action Checklist, Special Handling Items, Valuables & Documents Log, Donation Inventory & Receipt Tracker, Consignment / Resale Tracker, Estate Sale Prep Checklist, Estate Sale Vendor Comparison
Vendor & Move Coordination (10): Preferred Vendor Directory, Mover Comparison & Quote Tracker, Mover Booking Confirmation, Packing Supplies Checklist, Packing Plan by Room, Moving Day Schedule, Move-Day Contact Sheet, Vendor Appointment Tracker, Utility, Mail & Address Change Checklist, Key, Access Code & Property Handover Log
Move-In & Settling-In (7): New Home Setup Checklist, Unpacking Plan by Room, Essential First-Night Box Checklist, Furniture Delivery & Assembly Tracker, New Home Safety & Accessibility Check, Follow-Up Visit Notes, Client Satisfaction & Feedback Form
Business Operations (4): Client Progress Report, Family Update Report, Invoice & Payment Tracker, Expense, Mileage & Reimbursement Tracker

HOW IT WORKS
1. Purchase and download your files
2. Open START HERE and click the Canva template link
3. Customize, print, or share digitally
A free Canva account works.

GOOD TO KNOW
- Digital download. No physical item ships.
- The included print-ready PDF is not fillable; customize the editable version in Canva.
- All fields are blank and editable. Add your own logo, colors and business details.
- These are business templates, not legal documents. Review and adapt any terms for your business and local requirements.
- For use in your own business with your clients. Do not resell or share the template files.

AI DISCLOSURE
AI tools were used to create the listing images and to assist with drafting the form wording and layout code. Aurum Template Co. directed the product, reviewed and edited the content, and finalized the templates and PDFs.

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