Senior Move Managers Starter Kit Companion
Use the senior move managers Starter Kit Companion to set up, organize, track, and periodically review the documents included in the profession-specific kit.
Follow the included documents in order, personalize the reusable masters, organize each client folder, and track preparation, use, and filing.
- Senior Move Management Service Agreement
- Senior Move Management Move & Property Intake
- Senior Move Management Access, Stairs & Elevator Authorization
- Senior Move Management Pre-Move Condition & Damage Checklist
- Senior Move Management Loss, Damage & Move Incident Report
- Senior Move Management Transition, Downsizing & Setup Plan
- Senior Move Management Personal-Property Decision Record
- Senior Move Management Transition Completion & Family Handover
- Senior Move Manager Service Estimate & Quote
- Senior Move Manager Client Invoice