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Free Aging In Place Checklist

Empowering You to Determine Your Future during the Aging Process

The aging process compels us to start honestly answering more and more questions about how and where we want to live out the rest of our lives. This means we have to look at every aspect of our lives, including our family dynamics, physical and mental health, financial security and many others. While we all want to live out our lives in the comforts of our own home, it can be more difficult for some of us to do this than others. As you’re beginning to consider the prospects and possibilities of aging in place, please review this checklist that can help guide your decision making to see if it’s the best option for you.

We hope our guide offers some help as you decide on the best solution for you and your family! 


How to Use the Checklist:

• Download a hard copy
• Save it in your computer documents
• Bookmark it in your search bar

Download Guide

Starting With LEO

This checklist is also a great starting point for LEO - our easy-to-use digital planning tool. LEO is a safe and secure “digital lockbox” used to organize and store all of these documents and details; everything from your Last Will & Testament to financial records, life insurance, passwords, and more - stored in one place, simple to access and update at any time. 

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