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.

Looking for something longer? The free guide library has five short books on buying, moving, HELOCs, family equity decisions and everyday money — no email required.

• 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