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What Is A Senior Move Manager?

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This 37-page printable workbook helps adult children and family caregivers plan an aging parent’s move from start to finish.

It covers deciding whether you need a Senior Move Manager, choosing the right one, and helping your parent settle into their new home.

What Is Inside This Workbook

  • Key facts at a glance and a “Words to Know” glossary
  • Reflection prompts on what this move means to your parent and to you
  • A “Do We Need a Senior Move Manager?” needs assessment
  • A family helper inventory to see how much help you really have
  • A family meeting planner, “Who Does What” role chart, and Family Move Agreement
  • Prompts for handling sibling disagreements before they start
  • Conversation starters for talking with your parent about hiring help
  • 12 real-life “What Would You Do If…?” scenarios with space to write
  • A candidate list, side-by-side comparison chart, and interview notes pages for three move managers
  • A reference check call guide
  • A budget and cost worksheet, plus an estimate comparison chart
  • A plan for avoiding the five most costly moving mistakes
  • A new home space planner and sorting worksheet (keep, family, sell, donate, toss)
  • Ideas for keeping the memories, not all the stuff, plus a family keepsake request log
  • A moving day planner with important contacts and a first-night bag checklist
  • Prompts for setting up the new home so it feels familiar and safe
  • A 30-day adjustment log to track how your parent is settling in
  • Self-care reflections for the caregiver
  • A resource guide, a “My Next Steps” action plan, and notes pages

Use it alongside the companion Hiring a Senior Move Manager: Family Checklist.

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Important Disclaimer: This workbook is for general education and planning only. It is not professional, legal, financial, or medical advice. Every family and every move is different, so talk with qualified professionals about your own situation, including an attorney, financial advisor, real estate agent, or your parent’s doctor.

Excluding 0% tax