When an adult child moves in with an aging parent to provide care, unclear expectations about responsibilities, money, privacy, and personal boundaries can quickly lead to conflict and caregiver burnout.
This workbook helps families have those difficult conversations before moving day, document what everyone agrees to, and create a safer, more sustainable caregiving arrangement.
Inside the workbook, readers will find:
- A guided pre-move-in family conversation
- Questions about medical and healthcare responsibilities
- Planning for medications, appointments, and emergency decisions
- Personal-care needs and caregiver comfort boundaries
- Household chore and decision-making agreements
- Financial contribution and expense-planning worksheets
- Questions about lost income or caregiver compensation
- Scheduling, personal-time, and respite planning
- Guidance for dividing responsibilities among family members
- Prompts for protecting the parent-child relationship
- A room-by-room home safety walkthrough
- Bathroom, bedroom, kitchen, stairway, and entryway checklists
- Flooring, lighting, and emergency-preparedness assessments
- A written family caregiving agreement
- Tables for assigning specific caregiving responsibilities
- Privacy, personal-space, and living-arrangement agreements
- A process for reviewing decisions and resolving disagreements
- Signature pages for recording the family’s shared commitment
- Warning signs of caregiver burnout
- Signs that an aging parent may need a higher level of care
- Resources for finding professional support and respite services
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Important Disclaimer: This workbook is provided for educational, planning, and family discussion purposes only. The caregiving agreement included in it is a conversation guide and personal record of family decisions. It is not a legally binding contract and does not constitute legal, tax, financial, employment, Medicaid, Medicare, estate-planning, medical, or professional caregiving advice. Laws and program rules vary by state and individual circumstances. Before making arrangements involving caregiver compensation, housing, property, benefits, employment, powers of attorney, or financial responsibility, consult a qualified elder-law attorney, tax professional, financial advisor, and appropriate healthcare providers. Completing this workbook does not create an attorney-client or other professional relationship, guarantee family agreement, or ensure that a caregiving arrangement will remain safe or sustainable.
