SLDC Planning Checklist Cover Image

Click to download!

Cover image of the Planning Checklist

The Senior Law Day Collaborative’s Planning Checklist is a “one stop shop” for collecting all of the contact information, file locations, account information, and more for everything related to senior affairs. Print a copy out and store it in a safe place so you never have to scramble to remember where you left your real estate titles, or the name of the attorney who drafted your will, and so on!

The Planning Checklist is a useful record-keeping document that doubles as a brainstorming aid for thinking about the documents and information that are crucial to our peace of mind as we age!

At our website – – you will find:
• additional Q&As for review and download
• a library of recorded webinars on topics relevant to elders and caregivers
• an opportunity to get your specific questions answered via email or during our quarterly consultation events
• notice up upcoming educational programs

All services of the Collaborative are offered at no charge. Our goal is to help you get the answers you need so you can plan and move forward with confidence.