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Helping a parent stay in their own home is easier when you have a plan, and when you don’t have to carry it alone.
This 51-page printable workbook gives adult children the words to start the conversation, a room-by-room guide to checking their parent’s home, and a shared action plan for siblings.
Inside the workbook, readers will find:
- Getting ready: a starting-point worksheet, a daily activities snapshot, and prompts to capture what matters to your parent and what you can realistically give.
- Conversation starters: 40 word-for-word starters across 8 topics (wishes, daily life, safety, health, money, legal papers, accepting help, and planning for “what if”), plus responses for when your parent pushes back and a conversation log.
- Room-by-room walkthrough guide: checklists for outside, living areas, kitchen, bathroom, bedroom, stairs and laundry, safety systems, and medicines. Each includes a summary page, typical modification costs, and places to ask about paying for changes.
- Shared action plan for siblings:
- A team roster and family meeting agenda and notes.
- A roles chart and two action-plan pages.
- A cost-sharing page and communication rules.
- A review schedule.
- What-would-you-do scenarios: 8 realistic situations to think through before a crisis, with space to write your plan.
- Paperwork and contacts: a legal document locator, a care team contact sheet, and a home info sheet for helpers.
- Resources and next steps: where to find local help, questions to ask providers, a 90-day plan, and a caregiver self-care page.
- Notes pages: extra lined pages for your own notes.
- Print it, write in it, and bring it to your next family meeting.
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Important Disclaimer: This workbook is for general educational and informational purposes only. It is not medical, legal, financial, or tax advice, and it does not replace the advice of a qualified professional who knows your parent’s situation. Every person and home is different, so please talk with your parent’s doctor, an occupational therapist, an elder law attorney, or a financial professional before making decisions about health, safety, legal documents, or money.
