Printable Tools: When Mom or Dad Can No Longer Manage Alone

These are the printable versions of the tools in When Mom or Dad Can No Longer Manage Alone. Each chapter of the book ends with one. Print as many copies as you need for your own family, and bring them to appointments, family meetings and facility tours.

All 18 tools in one file

One PDF with every tool in the book, in chapter order. It’s 32 pages and prints on standard letter paper.

Download all 18 tools (PDF) →

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Tools by chapter

Ch.ToolWhat it’s forDownload
1What I'm NoticingWriting down changes, so you can tell a pattern from a bad dayDownload PDF (1 page)
2Seeing the Whole DayNoticing what a short visit or phone call can missDownload PDF (1 page)
3Letter to the Doctor and Appointment Prep SheetSharing what you've seen before a medical visit, and getting ready for itDownload PDF (3 pages)
4Parent Preferences and WishesLearning what matters most to your parent, in their wordsDownload PDF (2 pages)
5The Decision LadderMoving from the smallest help to larger stepsDownload PDF (2 pages)
6Family Meeting AgendaRunning a family meeting that ends with decisionsDownload PDF (2 pages)
7Important Documents ChecklistFinding out which papers exist, where they are and what's missingDownload PDF (2 pages)
8Home Safety Walk-ThroughChecking the home room by roomDownload PDF (2 pages)
9Questions for a Home Care AgencyComparing agencies before you hireDownload PDF (1 page)
10Care Options and Cost WorksheetLining up the options and who paysDownload PDF (2 pages)
11Provider Check WorksheetChecking an agency, hospice or facility before you trust itDownload PDF (2 pages)
12Questions for the Discharge PlannerKnowing what to ask before your parent leaves the hospitalDownload PDF (1 page)
13Living-Together ChecklistDeciding whether moving in together can workDownload PDF (2 pages)
14Tour and Contract QuestionsVisiting a facility and reading the contract before signingDownload PDF (2 pages)
15Moving TimelinePlanning the move, step by stepDownload PDF (2 pages)
16Monthly Money CheckWatching for problems without taking overDownload PDF (1 page)
17Driving Observation ChecklistKeeping track of driving warning signs over timeDownload PDF (1 page)
18My Limits PlanDeciding what you can keep doing, and what you'll do when you can'tDownload PDF (2 pages)

Bonus printables: health records

Four more printables that are not in the book: a one-page summary for emergencies, a medication schedule, and logs for blood pressure and blood sugar.

TypeToolWhat it’s forDownload
BonusEmergency Information SheetOne page for the refrigerator door: conditions, allergies, medicines, contacts and wishes, plus a wallet cardDownload PDF (2 pages)
BonusMedication ScheduleEvery medicine, what it is for and when it is taken, with a weekly check-off chart for a pill organizerDownload PDF (3 pages)
BonusBlood Pressure LogA month of morning and evening readings, how to take them, and when to get helpDownload PDF (3 pages)
BonusBlood Sugar LogA month of glucose readings, with the CDC steps for treating a lowDownload PDF (3 pages)

Using these tools

The tools help you organize what you see, what you’re told and what you decide. They are not medical, legal or financial advice. When a tool raises a question about your parent’s health, legal papers or money, take it to your parent’s doctor, a lawyer who knows your state’s laws, or an advisor who knows your family’s finances.

The tools and worksheets may be printed and copied for personal use within your own family. They may not be republished, distributed commercially, modified for resale, or reproduced for other purposes without written permission from the author.

Looking for the sources behind the book? Links to every source, by chapter, are at AgingAtHomeSupport.com/book/sources.

Two companion books for families planning ahead. The planner and the life-story journal See the books