CALGARY DOWNSIZING AND AGING-IN-PLACE EVIDENCE BOARD CalgaryRealEstateTips.ca working worksheet Last reviewed: July 19, 2026 PURPOSE Homeowner outcome and non-negotiables, decision and signing authority, privacy and information-sharing rules, immediate safety and accessibility concerns, first fixed deadline, current occupancy and support, winter access, entry stairs bathroom bedroom kitchen laundry storage parking and emergency routes, current-home maintenance and capital burden, title mortgage assessment tax insurance RPR permits condo or HOA and property records, current value evidence, mortgage payout and probable sale net, full stay-and-adapt scope cost support and disruption, qualified accessibility and care questions, smaller owned home condo rental family-adjacent and supportive-living alternatives, next-home functional field test, transportation grocery pharmacy family service and care anchors, condo age-restriction lease service fee reserve insurance assessment elevator parking storage pet and move documents, sustainable monthly costs, cash reserve after either path, contents keep family donate sell digitize store dispose and confidential-record plan, home preparation, financing or sale-proceeds dependence, listing offer lease possession legal mover utility key equipment pet and first-night dates, temporary housing, evidence owners, privacy controls, no-go thresholds, fallback housing, and 30-, 60-, and 90-day actions. Use this worksheet to collect property-specific evidence and make the next decision visible. It is an educational planning aid, not legal, tax, lending, appraisal, engineering, inspection, insurance, condo-document, or other professional advice. DECISION CONTEXT Name(s): ________________________________________________ Property / community / search area: _______________________ Property type: ___________________________________________ Budget, price, or value range: _____________________________ Decision to make: _________________________________________ Deadline and reason: ______________________________________ Primary goal: _____________________________________________ What would make me pause or walk away? ____________________ TOPIC EVIDENCE [ ] Homeowner outcome and non-negotiables: ________________________________________________ [ ] Decision and signing authority: ________________________________________________ [ ] Privacy and information-sharing rules: ________________________________________________ [ ] Immediate safety and accessibility concerns: ________________________________________________ [ ] First fixed deadline: ________________________________________________ [ ] Current occupancy and support: ________________________________________________ [ ] Winter access: ________________________________________________ [ ] Entry stairs bathroom bedroom kitchen laundry storage parking and emergency routes: ________________________________________________ [ ] Current-home maintenance and capital burden: ________________________________________________ [ ] Title mortgage assessment tax insurance RPR permits condo or HOA and property records: ________________________________________________ [ ] Current value evidence: ________________________________________________ [ ] Mortgage payout and probable sale net: ________________________________________________ [ ] Full stay-and-adapt scope cost support and disruption: ________________________________________________ [ ] Qualified accessibility and care questions: ________________________________________________ [ ] Smaller owned home condo rental family-adjacent and supportive-living alternatives: ________________________________________________ [ ] Next-home functional field test: ________________________________________________ [ ] Transportation grocery pharmacy family service and care anchors: ________________________________________________ [ ] Condo age-restriction lease service fee reserve insurance assessment elevator parking storage pet and move documents: ________________________________________________ [ ] Sustainable monthly costs: ________________________________________________ [ ] Cash reserve after either path: ________________________________________________ [ ] Contents keep family donate sell digitize store dispose and confidential-record plan: ________________________________________________ [ ] Home preparation: ________________________________________________ [ ] Financing or sale-proceeds dependence: ________________________________________________ [ ] Listing offer lease possession legal mover utility key equipment pet and first-night dates: ________________________________________________ [ ] Temporary housing: ________________________________________________ [ ] Evidence owners: ________________________________________________ [ ] Privacy controls: ________________________________________________ [ ] No-go thresholds: ________________________________________________ [ ] Fallback housing: ________________________________________________ [ ] 30-: ________________________________________________ [ ] 60-: ________________________________________________ [ ] 90-day actions: ________________________________________________ CALGARY VERIFICATION CONTROL [ ] Property address, community, property type, and decision deadline are recorded. [ ] Budget, price or value range, monthly comfort, and cash reserve are separated. [ ] Current source dates and geography are written beside every market or rule-based claim. [ ] Relevant active alternatives and recent comparable transactions are identified. [ ] Financing, appraisal, insurance, legal, tax, inspection, condo, permit, or specialist questions have an assigned owner. [ ] Documents are saved in one folder with missing items and follow-up dates visible. [ ] The most expensive plausible downside has a cost range and funding plan. [ ] A credible backup property, community, timing, or transaction path is named. [ ] The walk-away or pause rule is written before urgency increases. [ ] The next review date and the evidence that would change the decision are recorded. EVIDENCE LOG Use one row per important fact. Record the source itself, not only who mentioned it. 1. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 2. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 3. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ RED / AMBER / GREEN DECISION BOARD GREEN - current, property-specific, understood evidence: ____________________________________________________________ AMBER - plausible but waiting on evidence or professional review: ____________________________________________________________ RED - material downside with no acceptable control or fallback: ____________________________________________________________ OPTIONS AND TRADEOFFS Preferred path: ____________________________________________ Best credible alternative: _________________________________ What the preferred path improves: __________________________ What it costs or makes harder: ______________________________ Worst plausible outcome and estimated cost: ________________ How that downside would be reduced or funded: ______________ NEXT-STEP BRIEF Current best decision: _____________________________________ Why the evidence supports it: _______________________________ Three unresolved questions: 1. _________________________________________________________ 2. _________________________________________________________ 3. _________________________________________________________ Next action: _______________________________________________ Owner: __________________________ Due: _____________________ Review trigger: ____________________________________________ Next review date: __________________________________________ PROPERTY-SPECIFIC HELP When requesting help, include the property or community, property type, budget or value range, timeline, documents available, condition deadline, and the exact decision. A useful response should produce a shortlist, risk list, valuation path, document-review path, or assigned next-step plan rather than a generic sales reply.