
This workbook helps older adults and their families decide whether assisted living is the right next step without rushing into a decision during a crisis.
It guides readers through safety concerns, care needs, caregiver strain, available alternatives, costs, family conversations, and community comparisons so they can make a thoughtful decision based on their actual situation.
Inside the workbook, readers will find:
- A detailed assessment of current abilities, safety concerns, memory, health, and daily support needs
- Questions that measure caregiver workload, stress, and long-term sustainability
- Help identifying what is truly driving the assisted living discussion
- Guidance for separating genuine safety risks from personal preferences
- A comparison of alternatives, including home modifications, home care, adult day programs, independent living, memory care, and moving in with family
- Worksheets comparing the real cost of remaining at home with assisted living expenses
- A review of possible funding sources and what happens if the money runs out
- Real-life scenarios that help family members clarify their limits and priorities
- Conversation prompts for discussing assisted living without creating an argument
- Planning pages for recording family discussions and agreed-upon next steps
- Three detailed community visit logs
- Questions to ask about staffing, care levels, medication management, inspections, fees, activities, and future care needs
- A community comparison and evaluation section
- Exercises for ranking safety, independence, finances, caregiver health, and quality of life
- A written decision page that documents what was decided and why
- A 90-day action plan if the decision is “not yet”
- A step-by-step moving plan if the decision is “yes”
- A three-month adjustment tracker for appetite, mood, falls, sleep, and social engagement
- A list of helpful professionals, agencies, and community resources
- Call logs, document organizers, and space for additional notes
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Important Disclaimer: This workbook is for educational purposes only and is not a substitute for professional medical, legal, or financial advice. Assisted-living decisions should be based on each person’s individual health, safety, care needs, finances, and preferences. Consult qualified professionals and verify all community services, costs, licensing, and contract details before making a decision. Senior Safety Advice and Esther C. Kane are not responsible for decisions or outcomes resulting from the use of this workbook.


