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This 32-page printable workbook helps adult children start the conversation with their aging parents, plan a respectful family meeting, and agree on a written plan while everyone is healthy and calm.
It includes conversation guides, topic worksheets, practice scenarios, and an action plan you can fill in by hand.
Inside the workbook, readers will find:
- A starting-point assessment to see where your family stands and choose your top priorities
- An observation log and a family map to organize what you have noticed and who can help
- Conversation guides with sample openers and replies for when a parent says “I’m fine” or “I don’t want to talk about it”
- Meeting planning pages, including a sample invitation, ground rules, and an agenda builder
- Four topic guides with questions to ask your parents: health and daily living, home and where to live, money and paying for care, and legal papers and care wishes
- Worksheets for dividing tasks, using “I” statements, and handling disagreements
- Six fictional practice scenarios with writing space and considerations
- Meeting notes pages and an emergency contact list
- A “If a Crisis Happens” plan for who does what
- A personal action plan with next steps, people responsible, and target dates
- A resources page with links to trusted organizations and the types of professionals who can help
Educational use only. This workbook is not legal, financial, or medical advice. Laws, benefits, and costs vary and can change.
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Important Disclaimer: This workbook is for general education only. It is not legal, financial, or medical advice, and it is not a substitute for professional guidance. Laws, benefits, and costs vary by state and plan and can change over time. Talk with your parents’ doctor, an elder law attorney, or a financial professional about their specific situation. The scenarios in this workbook are fictional examples. Completing these pages does not guarantee any particular outcome. Links to outside organizations are provided for convenience, and Senior Safety Advice is not responsible for the content of other websites.
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