Free downloads

Family checklists & worksheets

Three printable tools we hand to every family we meet. Enter your email once and all three unlock — we'll also send you the download links so you can share them with brothers and sisters.

• The 10-Questions Checklist

  Print it. Bring it to every reverse mortgage meeting. Check each box when it's answered in writing.

  Unlocks with the form → · Read the full guide

• The Where-Things-Are Worksheet

  One page listing where everything lives — accounts, documents, key people. Your family will thank you.

  Unlocks with the form → · Read the full guide

• The Executor's Timeline

  The 180-day playbook for settling a home with a reverse mortgage, as a check-off list.

  Unlocks with the form → · Read the full guide