Aging in Place Planner, Home Modification Checklist, Fillable PDF and Spreadsheet, Budget Planner for Staying in Your Home

A 23-page fillable planner for making your home easier to live in for the years ahead. It comes with a 6-tab spreadsheet for Google Sheets or Excel that does the budget and payment math.

Many people would like to stay in the home they love. This kit helps you walk through the house and note what's getting harder. From there you can think through options room by room and plan changes in phases you can budget for. It also lists places to ask about help paying for changes, and who to talk to.

WHAT'S INSIDE
Fillable PDF, 23 pages, 15 sections:
- Start Here: Planning to Stay
- Goals and Timeline
- Who Lives Here and What's Getting Harder
- Home Walkthrough
- Options to Discuss, Room by Room
- Plan Ahead While the Walls Are Open
- Priority List
- Budget by Phase
- Paying for It: Places to Ask
- Who to Talk To
- Contractor Questions and Bid Comparison
- Permits Basics
- Payments and Change Orders
- Final Walkthrough
- Notes

Spreadsheet with 6 tabs: How to use, Priority List, Budget by Phase, Bid Comparison, Payments, and Change Orders. Totals and balances add up automatically.

WHO IT'S FOR
Homeowners 45 and over planning ahead, and adult children helping a parent think through changes to their home.

HOW DELIVERY WORKS
Instant download after purchase. You get the fillable PDF, an Excel (.xlsx) file, and a Google Sheets links PDF with a "Make my copy" button for your own Google Sheets version.

WHAT YOU NEED
- A PDF reader to fill in the PDF on screen (Adobe Acrobat Reader is free), or a printer if you prefer paper
- A free Google account for the Google Sheet, or Microsoft Excel for the .xlsx file

Made by PlanWell Home, drawing on 30 years in residential design.

This kit is for planning and conversation. It does not replace advice from an occupational therapist, doctor or other qualified professional about specific needs.

General education only. This is not professional, legal, engineering or inspection advice. Rules and requirements vary, so check with your state and your town, village, city or county, and with qualified professionals for your project.

Digital download. Nothing will be shipped. Because this is a digital file, all sales are final.