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Senior Care Planning Resources

Printable checklists, guides, and tools to help your family plan with confidence.

Care Needs Conversation Checklist

Questions to help families talk through safety, daily routines, finances, and next steps before a care decision.

Use this when: Before a family conversation about care needs

Time to complete: 10 min

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Home Safety Checklist

A printable review of common home safety risks before adding home care or considering a move.

Use this when: Before adding home care or considering a move

Time to complete: 15 min

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Monthly Care Budget Worksheet

Estimate monthly care costs across home care, residential fees, transportation, and other care expenses.

Use this when: When estimating monthly care costs

Time to complete: 10 min

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Questions to Ask Assisted Living Communities

Tour questions about care fees, medication support, staffing, activities, and what happens when care needs increase.

Use this when: When touring or calling assisted living communities

Time to complete: 10 min

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Medication Support Checklist

A review of medication reminders, refill routines, and communication with care providers.

Use this when: When reviewing medication safety gaps

Time to complete: 5 min

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Memory Care Planning Checklist

Planning prompts for families navigating wandering risk, supervision needs, routines, and memory care options.

Use this when: When navigating memory care options and safety concerns

Time to complete: 10 min

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