Adult children caring for aging parents often know that something needs attention but feel overwhelmed by legal documents, medications, home safety, medical communication, family responsibilities, finances, and their own limits.
This workbook helps families document what is happening, identify the most urgent gaps, prepare for common crises, and create a practical care plan one manageable step at a time.
Inside the workbook, readers will find:
- An honest snapshot of the current caregiving situation
- A readiness assessment for legal, medical, safety, and financial needs
- Tracking for wills, powers of attorney, healthcare directives, and HIPAA releases
- Questions to ask an elder law attorney
- Conversation prompts for discussing legal planning with a parent
- A complete prescription medication list
- Space for supplements, over-the-counter products, and allergies
- A nighttime home-safety walkthrough
- Immediate, monthly, and longer-term home improvement plans
- A healthcare-provider directory
- HIPAA-release and patient-portal planning
- A doctor-appointment preparation and follow-up worksheet
- A family responsibility and sibling-role planner
- A monthly income and care-cost worksheet
- Questions about Medicare, Medicaid, veterans benefits, and insurance
- Seven realistic caregiving scenarios
- Exercises for handling falls, confusion, hospital discharge, unsafe driving, and financial concerns
- A caregiver burnout assessment
- A personal support and self-care plan
- Guidance for finding local professional and community resources
- Seven-day, 30-day, and six-month action plans
- Review reminders for medications, documents, home safety, finances, and caregiver well-being
- Notes pages for ongoing observations and decisions
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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 mental health advice. Every family’s caregiving situation is different, so consult qualified professionals before making important decisions about health, safety, finances, legal documents, or care. Seek immediate professional help for urgent medical or safety concerns. Senior Safety Advice and Esther C. Kane are not responsible for decisions or outcomes resulting from the use of this workbook.
