• Housing 
• Money and Insurance 
• Physical and Emotional Health 

• Planning and Assessment 
• Record Keeping and Legal Matters 
• End of Life Issues 

 Housing

• Assisted Living: Costs And Contracts
  A list of financial questions to ask when you and your loved one visit an assisted living facility.
  
  
• Assisted Living: Personal Care
  A checklist of personal and health care questions to ask when you and your loved one visit an assisted living facility.
  
  
• Assisted Living: Quality Of Life
  A checklist of questions dealing with socializing, meals, safety, and other issues to consider when you and your loved one visit an assisted living facility.
  
  
• Assisted Living: Special Care Units
  If your loved one is considering a move to assisted living, you need to find out about any special care services offered by the facility.
  
  
• Continuing Care Questionnaire
  A list of questions to ask when you and your loved one visit a continuing care retirement community.
  
  
• Home Modification Checklist
  How to safety-proof a loved one’s home.
  
  
• Nursing Home Checklist
  A list of basic questions to ask when you and your loved one visit a nursing home.
  
  
• Questions About Hospice Care
  A checklist of questions to ask as you try to find the right hospice service for your loved one.
  

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Money and Insurance

• Choosing a Financial Planner
  Questions to ask when interviewing financial experts.
  
  
• HMO, PPO, Or Fee-For-Service?
  Would your loved one prefer using an HMO, PPO, or fee-for-service insurance? Use this worksheet to find out.
  
  
• Health Insurance: Best Buys
  A worksheet to help you and your loved one choose the right health insurance policy.
  
  
• Health Insurance: Important Services
  A checklist to help your loved one decide which health insurance services are the most important.
  
  
• Net Worth Calculation Worksheet
  A form to help you assess your loved one’s financial situation.
  
  
• Payment Options Chart
  A summary of many of the services covered by Medicare, Medicaid, and other government programs.

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Physical and Emotional Health

• Appointment Information
  Use this form to keep track of your loved one’s medical appointments.
  
  
• Asthma Emergency Plans
  A worksheet to help your loved one develop a plan for controlling his or her asthma attacks.
  
  
• Caregiver’s Log
  Use copies of this form to monitor daily changes and help with communication among care providers working in shifts.
  
  
• Choosing A Rehabilitation Program
  A list of questions to consider as you and your loved one prepare to choose a rehabilitation program.
  
  
• Choosing the Right Doctor
  Consider the following questions and steps as you and your loved one evaluate physicians.
  
  
• Keeping Track Of Side Effects
  A form to help you chart eating-related side effects of your loved one’s chemotherapy.
  
  
• Making a Personal Medical History Chart
  A sample chart to help you document your loved one's medical history.
  
  
• Weekly Medicine Chart
  Use this form to help your loved one keep track of his or her medications.
  
  
• Weekly Rehab Calendar
  A form to help you and your loved one track his or her rehabilitation goals and successes.
  

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• Caregiving Decision Questionnaire
  A brief list of questions to help you set prioities and solve caregiving problems.
  
  
• Driving Assessment Checklist
  If you are unsure about your loved one’s ability to drive, this checklist can help.
  
  
• Needs Assessment Worksheet
  This worksheet will help you and other family members determine what types of assistance your loved one needs.
  
  
• Net Worth Calculation Worksheet
  A form to help you assess your loved one’s financial situation.
  
  
• Social Service Checklist
  Use this form to keep a record of in-person and phone interviews with social service agencies.
  

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Record Keeping and Legal Matters

• Caregiver’s Document Organizer
  A form that will help you identify, locate, and organize the important documents your will need as a primary caregiver.
  
  
• Caregiver’s Journal
  Some tips for setting up a notebook to keep track of your caregiving situation.
  
  
• Personal Records
  A form to help you keep track of your loved one’s personal records and other important information.
  
  
• Sample Filing System
  Listed below is one possible method for setting up a home filing system. You should adopt a system that fits your needs and those of your family.
  
  
• Your Valuable Records
  A form to help you keep track of all of your family’s valuable records.
  

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• Are You Grieving?
  A checklist of the physical, mental, and behavioral symptoms of grief.
  
  
• Funeral Planning Checklist
  A list of all of the issues to consider when planning a funeral.
  
  
• Funeral Planning Form
  As your loved one makes his or her funeral plans, use this form to record all of his or her wishes for final arrangements.
  
  
• Funeral Planning: Personal Information
  A form to help you record important personal information for use in planning a funeral, informing friends and relatives, and writing an obituary.

• Questions About Hospice Care
  A checklist of questions to ask as you try to find the right hospice service for your loved one.
  
  

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