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Aging At Home Checklist and Workbook

aging at home bundle checklist and workbook

Families who want to help an aging parent remain at home often struggle to determine whether the home, support system, emergency plan, and finances are truly prepared for changing needs.

This workbook brings those details together in one place so families can identify risks, set priorities, document decisions, and create a practical plan for safer aging at home.

Inside the workbook, readers will find:

  • A household and family-support overview
  • A room-by-room home safety walkthrough
  • A snapshot of mobility, self-care, and daily functioning
  • A prioritized list for immediate fixes and larger projects
  • Contractor and installer comparison worksheets
  • A fall-risk and emergency-response plan
  • Medical alert device planning and testing details
  • Emergency access, contact, medication, and allergy records
  • An explanation of companion, personal, and skilled care
  • Questions to ask home care agencies
  • A care-agency comparison and contact log
  • Information about financial assistance and community programs
  • Worksheets for tracking phone calls, costs, and family contributions
  • Guidance for discussing changes with an aging parent
  • A family decisions and refusals log
  • Warning signs that may justify a capacity evaluation
  • A 90-day review for tracking changes over time
  • Space to record observations, decisions, responsibilities, and next steps

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Important Disclaimer: This workbook is provided for educational, planning, and organizational purposes only. It is not a substitute for an individualized home safety assessment or for medical, legal, financial, construction, or professional caregiving advice. Every person, home, health condition, and family situation is different. Recommendations involving mobility, medications, care services, emergency-response systems, home modifications, or safety equipment should be reviewed with the appropriate qualified professionals. All products, contractors, agencies, and service providers should be independently evaluated before use. Completing this workbook or making suggested changes cannot eliminate every risk or guarantee that an older adult can remain at home safely. If there is an immediate health or safety concern, contact a qualified healthcare provider or emergency service.