Menu Close

The Caregiver’s Compass Toolkit

Caregiving can feel like finding your way without a map. You’re making decisions about safety, health, and daily care, often while running on empty. This toolkit is here to help.

On t his page you’ll find 17 printable workbooks, a VIP gift to you from The Caregiver’s Compass Summit. Each one is based on my 12 years as an occupational therapist working with older adults and their families. They’ll help you spot risks early, plan ahead, and take better care of the person you love and of yourself.

You don’t have to use them all at once. Start with the one that fits what you’re facing today. Download it, print it, and work through it at your own pace.

Thank you for all you do. You’re not alone on this journey.

Esther Kane, CAPS, C.D.S.
SeniorSafetyAdvice.com


Accessible air travel workbook cover

Many seniors with limited mobility feel uncertain about how to request assistance, protect their mobility equipment, and safely navigate air travel. This workbook provides a step-by-step plan to help travelers prepare for their flight, understand their rights, communicate their needs, and advocate for safe, dignified treatment.


After Visit Reality Check Workbook cover

Adult children often return home after visiting an aging parent feeling worried but unsure whether the changes they noticed are serious or what to do next. This workbook helps families document specific concerns, understand why they may matter, and turn those observations into a prioritized action plan.


Anxiety in elderly workbook cover

You have not felt like yourself. The worry does not let go. Your chest tightens, sleep will not come, and you have started saying no to invitations you used to say yes to. Somewhere along the way you decided this is just what getting older feels like. It is not. Anxiety in later life is common, it is treatable, and it is very often missed, because it gets called something else.


Caregiver agreement workbook cover2

When an adult child moves in with an aging parent to provide care, unclear expectations about responsibilities, money, privacy, and personal boundaries can quickly lead to conflict and caregiver burnout. This workbook helps families have those difficult conversations before moving day, document what everyone agrees to, and create a safer, more sustainable caregiving arrangement.


Caregiver self care checklist workbook cover

Caregiving asks you to track someone else’s medications, appointments, meals, moods, and money, and almost no one is tracking yours. This checklist and guided workbook is for family caregivers, written by Esther C. Kane, CAPS, C.D.S., a retired occupational therapist, to help you see your own load clearly and change one or two things about it.


Evaluating home care agency book cover

Families choosing a home care agency may feel pressured to make a quick decision without knowing how to evaluate caregiver qualifications, reliability, pricing, or contract terms. This workbook guides them from defining their loved one’s needs through interviewing, verifying, comparing, and selecting an agency that can provide safe, dependable care.


Home care room workbook cover

Families preparing for an aging parent to return home after a hospitalization or major health change may have very little time to create a safe, functional care space. This workbook helps caregivers make the right decisions in the right order, organize equipment and professional support, protect their parent’s safety and dignity, and reduce the risk of caregiver injury or burnout.


Life After Caregiving Workbook

When caregiving ends, former caregivers may feel grief, relief, guilt, physical exhaustion, and a profound loss of identity and daily purpose. This workbook provides a compassionate, structured path for understanding that transition, tending to neglected areas of life, and creating a realistic plan for rebuilding at a personal pace.


09340f7a f76a 4846 95e6 66c25b0169ac

Older adults caring for even older parents face risks that most caregiving advice overlooks, including their own chronic health conditions, physical limitations, fixed income, shrinking support network, and limited time to recover. This workbook helps senior caregivers measure what they are carrying, protect their health and finances, reduce physical risks, build dependable support, and decide in advance when the current care arrangement must change.


Setting boundaries with difficult elderly parents cover


This practical workbook helps adult children decide what they can realistically give, communicate their limits clearly, and maintain healthy boundaries with an aging parent without becoming overwhelmed by guilt or resentment.


The 3am workbook

Caregivers who wake during the night can become trapped in repetitive worry when every problem feels urgent, overwhelming, and impossible to solve. This workbook offers a simple nighttime process for calming the body, moving worries onto paper, postponing decisions until daylight, and giving the mind permission to rest.


The Caring for Aging Parents Workbook

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.


The wandering response plan workbook cover

When a parent with dementia starts trying to leave the house, families often don’t know whether to add locks, set up alarms, or first work out why it’s happening. This workbook is written by Esther C. Kane, CAPS, C.D.S., a retired occupational therapist, Certified Aging in Place Specialist. This workbook helps you to secure the home, lower how often your parent tries to leave, and have a plan ready before you need it.


When a parent refuses to go to the doctor workbook cover

Adult children often struggle when an aging parent repeatedly refuses to see a doctor, especially when fear, embarrassment, lost independence, or practical barriers are hidden beneath “I’m fine.” This workbook helps families identify what is driving the refusal, document useful observations, remove obstacles, plan a more effective conversation, and understand what to do if the answer remains no.


How to overcome caregiver isolation book cover

Family caregivers can become isolated as their responsibilities gradually crowd out friendships, personal activities, and regular contact with others. This workbook helps caregivers recognize how isolated they feel, rebuild existing connections, ask for practical help, and create a manageable support system one small step at a time.


Legal readiness workbook cover

Families often discover during a medical or financial crisis that they cannot find the documents needed to protect an aging parent’s wishes or act on their behalf. This workbook helps older adults and their adult children locate, organize, safely store, and track 20 essential medical, legal, financial, property, and identification documents before they are urgently needed.


How to prepare for your parents doctor appointment cover

Many adult children arrive at a parent’s medical appointment with questions but leave without discussing the most important changes they have noticed at home. This workbook helps families turn everyday observations into clear, organized information the doctor can use, while ensuring that medications, safety concerns, follow-up instructions, and next steps are not overlooked.

LET’S KEEP IN TOUCH!

We’d love to keep you updated with our latest news and offers 😎

We don’t spam! Read our privacy policy for more info.