Freebie!

The Client Service Plan Worksheet is a structured tool designed to help real estate professionals working with older adults effectively assess client needs, identify key support professionals, and create a clear action plan. It guides agents in organizing personal, financial, legal, housing, and physical care considerations while ensuring a seamless Plan → Move → Sell process. This worksheet helps streamline decision-making, improve communication, and provide expert-level service tailored to each client's unique situation.