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The Solo Ager Workbook helps people who are, or may become, the main person responsible for their own care, safety, and decisions plan ahead one small step at a time. Its 67 printable pages hold fill-in worksheets, real-life scenarios, and a 30-day plan that keeps the work manageable.
Inside the workbook, readers will find:
- Welcome and starting-point check: See where you stand now and choose where to begin, based on your biggest worry.
- Your Support Team: Name your Deciders, Doers, and Checkers, plan which paid professionals you might need, and practice specific, time-limited requests for help. It also covers what to do if you have no one to ask.
- Legal and Financial Documents: Plain-language explanations of key documents, a document tracker, a beneficiary check, and a “where everything is kept” worksheet.
- Home and Personal Safety: A room-by-room safety check, a keys and access log, an alert and check-in plan, and a plan for when you stop driving.
- Scam, Fraud, and Identity Protection: A chart of common scams, your own pause rule, financial safeguards, a tear-out “if I think I have been scammed” action list, and a checklist for vetting helpers.
- Medical and Emergency Readiness: Medical information and medication list pages, a hospital go-bag list, a hospital advocate plan with discharge questions, and pet, home, and power outage plans.
- A plan for if you cannot tell you are declining: Personal warning signs, who may act and what happens next, and a guide for talking with your agents about your wishes.
- Housing, Money, and Long-Term Care: A housing options comparison with tour questions, stay-or-move decision points, key ideas on paying for care, and free and low-cost help.
- Digital Life and Legacy: An account inventory and a digital access plan, with no passwords written down.
- End-of-Life Wishes (optional): Wishes, funeral and final arrangements, an executor’s guide, belongings and pets, and a letter of instruction.
- Health, Connection, and Purpose: A health appointment tracker, a weekly connection plan, and resources for specific communities.
- Six “What would you do if…” scenarios with notes on what to consider.
- A 30-day first steps plan, a personal action plan, and a yearly review.
- Bonus tear-out pages: Wallet emergency cards and a fridge emergency information sheet.
- Resources and next steps: National help lines, reporting sites, and professional directories.
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Important Disclaimer: This workbook is a printable PDF that provides general educational information only. It is not legal, financial, or medical advice, and it does not create a professional relationship with the author or Senior Safety Advice. Laws, benefits, and programs vary by state and change over time, so check current details with qualified professionals before you act. Talk with an elder law attorney, financial professional, or health care provider about your own situation. Completing this workbook does not guarantee safety or any particular outcome. Please do not write passwords, account numbers, or Social Security numbers on its pages.
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