Post-move family notes: blank review checklist

This is a static worksheet to read and copy into your own private note. There are no fields to fill in or save on this page. You can also download the plain-text checklist.

Start with the next task someone needs to carry out. Use a separate entry for each changed instruction.

First usable page

• New home address, unit, and entrance checked:
• Household and building contacts checked:
• Next agreed visit or care task has a confirmed person:
• Needed supplies and current instructions can be found:
• Immediate gaps have an owner, temporary plan, and due date:

Review one instruction

• New home address / unit / entrance, if needed by this person:
• Instruction or document being reviewed:
• Person who needs it / agreed purpose:
• Current version date / old version replaced:

Location

• Old direction:
• Current exact location / temporary location checked on:

Helper

• Old role or arrangement:
• Current helper / task / availability / confirmation date:
• Access arrangement tested privately / date:

Instruction

• Old step that no longer works:
• Current instruction / relevant provider or care guidance:
• What happens if the helper cannot complete it:

Unresolved

• Gap / temporary arrangement:
• Person responsible / action / due date:
• What must wait until this is resolved:

Copies and confirmation

• Master copy location / updated on:
• Copy or holder / sent on / receipt confirmed:
• Important change repeated back / date:
• Old copy replaced or retired / confirmed or still waiting:
• Unknown copies or holder to follow up with:

Test the new directions

Agree on what the person may locate or open. Ask them to follow the note while you are available. Stop if a permission or access question comes up. Correct the first missing step and try that part again.

• Allowed task / item to locate or open:
• Person testing / date:
• What they found / first unclear or failed step:
• Correction / retest result:
• Next review: when a box moves, a helper changes, or on:

Privacy and scope

Share only what the person needs for the agreed task. Leave passwords, PINs, recovery codes, door or alarm codes, full account numbers, and unnecessary personal details off this worksheet. Arrange access privately. This review updates household notes; separate provider, official-record, or legal-document changes need their own check.

The post-move guide includes a completed example showing a corrected instruction, a readback, and two unresolved items with named owners and dates.