
Families searching for senior living or long-term care may struggle to determine the right level of care, evaluate placement specialists, and compare facilities without becoming overwhelmed.
This workbook organizes the decision-making process so families can clearly communicate their loved one’s needs, assess their options, and choose an appropriate care setting with greater confidence.
Inside the workbook, readers will find:
- A personal and medical overview of the older adult
- A daily-care needs assessment
- Space to record personality, cultural, social, and lifestyle preferences
- Explanations of common senior care options
- Guidance on independent living, assisted living, and memory care
- Information about residential care homes and skilled nursing facilities
- Respite-care considerations
- A worksheet for selecting the most appropriate level of care
- Budget ranges and financial-resource notes
- A comparison worksheet for two placement specialists
- Questions about referral fees, credentials, experience, and follow-up
- Red flags to watch for when choosing a specialist
- A three-facility tour and comparison chart
- Ratings for cost, cleanliness, staffing, meals, activities, and safety
- Space to record facility-tour observations
- A final decision worksheet
- A pre-move checklist
- A 30-day adjustment and follow-up review
- Notes pages for family discussions, questions, and conversations
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Important Disclaimer: This workbook is for educational and planning purposes only and is not a substitute for medical, legal, financial, or professional placement advice. Services, fees, licensing, availability, and levels of care vary, so families should independently verify all information and carefully review contracts before making a decision. Inclusion of a specialist, facility, or care option does not constitute an endorsement or guarantee of quality or suitability. Senior Safety Advice and Esther C. Kane are not responsible for decisions or outcomes resulting from the use of this workbook.


