Earlier this year, I asked for feedback on Life in Motion Guide and was so pleased to get such great suggestions. Along with my own list of edits, the latest version of the guide now has a few new pages, some revised layouts, and several small but important edits to individual form fields.
Please download the PDF of the changed pages to print at home and update your guides. A detailed list of changes can be found below.
Thank you again for your loyalty and support!
Summary of Changes - Life in Motion Version 3
Personal Information: Made form field label changes to clarify healthcare agent
Household Routines: Made changes to better reflect daily routines; added space for WiFi password
Pet Care Notes: New page added to share more information on pet care
Household and Property Access: Renamed from Property Information; Added space for Landlord and Property Manager emails
Family Emergency Contact List: No change; moved to end of section
Disaster Readiness: New page added to support natural disaster preparedness
Next Steps: New page included follow up items for disaster readiness and more
Real Estate Summary: Added fields for information on Home Safe; moved Medical Alert System to Accounts page
Accounts (page 1): Reordered to put more common entries at top of page
Accounts (page 3): Added Type of Policy label and removed redundant Phone Number label
Accounts (page 4): Added space for Medical Alert System account information
Services: Moved Real Estate Agent here from Finances section
Vehicles: Reordered to put more common entries at top of page
Digital Subscriptions: No change; moved here from Finances section
Asset Information: Moved Home Safe to Property section
Income Sources: Minor changes to form labels
Investments: Redesigned page to allow for more common fields first, and more than one account per institution (reducing duplicate entry for the common case of having more than one account at a given financial institution)
Financial Accounts: Renamed from Bank Accounts; redesigned page to allow for more common fields first, and more than one account per institution
Personal Insurance: Renamed from Insurance
Professional Advisors: Moved to end of the section and replaced Real Estate Agent with Insurance Agent (real estate agent moved to property section)
Final Wishes Worksheet: Renamed from Final Wishes Pre-Work; reordered list
Organ Donation, Body Donation: Added Yes/No fields for consistency with rest of workbook
Death Certificate Details: New page to record most common information required for death certificates
In Case of Death Contact List: No change; moved here from Inventory section
NOTE: There were no significant changes to the Health, Closure, or Inventory sections in version three of the guide.
Download and Print the New Pages
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