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Thinking about sharing a home with an aging parent, or moving in with your grown children? This 38-page printable workbook from occupational therapist Esther C. Kane, CAPS, C.D.S., helps older adults and their families plan the space, money, care, and safety before anyone moves.
Inside the workbook, readers will find:
- Why Are We Considering This? Name your real reasons and spot the warning signs of deciding in a crisis.
- Weighing the Good and the Hard: Rating scales to measure the benefits and risks for your family.
- Every Voice Counts: Private reflection pages for the older adult and for the adult child or family member.
- Care and Protecting the Caregiver: A care task plan, a break schedule, and a caregiver burnout self-check.
- Money and Fairness: Worksheets for monthly cost sharing and one-time costs, plus the bigger questions about the home, siblings, and inheritance.
- Space, Privacy, and Roles: Plans for who gets which space, house rules, and clear household roles.
- Old Patterns and Handling Disagreements: Conversation starters, a plan for disagreements, and a family meeting agenda.
- The Home Safety Walk-Through: A room-by-room safety review for homes shared by older adults, kids, and pets.
- What Would You Do If…? Ten real-life scenarios to talk through as a family.
- After the Move: A log for noticing changes early, plus 3-month, 6-month, and 1-year check-ins.
- Plan B and the Exit Plan: Signs that care needs have grown, back-up care options, and how to change course with respect.
- Our Family Agreement: A summary page of your decisions, shared promises, and signature lines.
- Resources and Next Steps: The professionals and services who can help, with space to write in local contacts.
It prints in black and white, uses plain language, and leaves plenty of room to write. It pairs with the companion Moving In Together Checklist.
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Important Disclaimer: This workbook and its companion checklist are for general educational and informational purposes only. They are not medical, legal, financial, or tax advice, and they do not replace advice from a qualified professional who knows your situation. Every family, home, and health situation is different. Talk with your doctor, an occupational therapist, an elder law attorney, a financial professional, or another qualified expert before making decisions about care, money, property, or home changes.
