POST-MOVE FAMILY NOTES REVIEW
DearFile | Blank template

Complete privately. 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

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
Stop if a permission or access question comes up.

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.

Guide: https://dearfile.com/blog/update-family-emergency-binder-after-moving
Read-and-copy page: https://dearfile.com/blog/templates/moving-family-notes-review