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RESOURCES

Here you will find simple and practical tools to make money management easier for elders. From budgeting sheets and emergency contacts to helpful links and planning checklists, these resources are designed to keep finances safe, organized, and stress-free.

List of Resources

Download

Will & Legacy Checklist

A step-by-step guide to organize documents and plan your legacy clearly.

Download

Monthly Budgeting Sheet

Printable tracker to record income, expenses, and savings.

Download

Helpful Links Guide

List of trusted websites and helplines for safety, banking, and health.

Download

Emergency Contacts Sheet

A ready-to-fill page to keep doctors, family, and helplines handy.

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