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Checklists

Explore this library of helpful checklists for families or business professionals working with aging seniors or their families.

Ever wonder what information you should have on-hand when caregiving for a loved one? How best to track health changes you’ve noticed? Or, what to look for when visiting senior living communities? We’ve created a library of helpful checklists (covering these topics and more) for families or business professionals working with aging seniors or their families.

Healthy Aging Assessment and Worksheet

Are you aging well? Take this wellness assessment and use this healthy aging worksheet to reflect on what you need to create a healthier, happier you.

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Home Evaluation Checklist for Older Adults

Home safety spans far beyond grab bars or removing rugs. This checklist will walk you through how to take a good look at all aspects of home safety, various living situations and how each one affects safety or quality of life.

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A Holistic Approach to Fall Prevention

Wondering how to keep your mom from falling? This checklist offers a holistic approach to fall prevention so your loved one can stay safe, active, and independent longer.

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Personal Hygiene Checklist for Older Adults

No one wants to fight with their parents about bathing or changing their clothes regularly. This checklist includes tips for talking with loved ones about this sensitive (but common) issue and includes practical ways to help maintain their personal hygiene.

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Wellness Quiz for Older Adults

Are you realizing your highest potential for wholeness and well-being? Take this assessment for seniors to see where you can enhance your wellness.

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Dining and Nutrition Toolbox

As your loved one ages, it can become difficult to maintain a balanced diet. This toolbox offers checklists, worksheets, and recipes to help you plan a week of healthy meals, cope with common changes that may affect their appetite and eating, and make mealtime enjoyable again.

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Meal Planning Worksheet for Older Adults

It’s easy to feel overwhelmed at the thought of preparing healthy meals. This worksheet includes a printable weekly menu plan and shopping list as well as information on top nutrient sources to focus on for seniors, including those with chronic conditions, and food planning and preparation tips.

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Nutrition Checklist for Older Adults

Want to help your parent stay healthy and strong? Use this checklist to address common eating-related challenges, from lack of appetite to dining alone to medication side effects.

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Memory Loss Caregiver Toolbox

Caring for a loved one with memory loss? These checklists, planners, and tip sheets help improve physical activity, increase appetite, or manage restlessness, wandering or isolation.

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Sensory Checklist for Memory Loss

If you’re caring for a loved one with memory loss, you might have noticed that your loved one is more withdrawn, restless, sleepless, or confrontational. This checklist offers more than 25 sensory stimulation activities to calm and soothe before turning to medication.

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Home Dining Checklist for Memory Loss

If you’re caring for a loved one with memory loss, mealtime might be one of the most challenging and frustrating parts of both of your days. Use this checklist to address common eating-related challenges, from loss of appetite to problems using cutlery.

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Physical Activity Planner for Memory Loss

Gain help in creating a daily plan filled with enjoyable activities that improve the overall health and well-being for your loved one with memory loss with this activity planner. 

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Caregiver Financial and Medical Information Toolbox

If you are a family caregiver and looking to find the best way to organize medical and financial information for your aging loved one, we’ve created a collection of checklists that include helpful worksheets, information logs, and trackers to keep valuable information all in one place.

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Health Information Trackers

Preparing for an upcoming doctor’s appointment with an aging parent? These Health Information Trackers help you keep track of health concerns or medical changes you may have.

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Emergency Medical Information Worksheet

With so many details involved in caregiving, it can be hard to remember everything. But it’s important to keep certain medical information readily available in case of emergencies.

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Checklist: Legal & Financial Document Locator

Planning ahead can make all the difference in an emergency. This document locator can be a handy tool to help you organize important documents, property, and contacts.

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Home for the Holidays: A Checklist for Aging Parents

This comprehensive checklist has more 40 questions to ask yourself about your parent’s health, mobility, home, safety, finances, and support system.

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How to Have 'The Talk' with an Aging Parent Checklist

Considering talking to your parent about assisted living? Use this checklist to make navigating these difficult and emotional conversations easier.

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How to Research Assisted Living Communities

With more than 28,000 assisted living communities in the U.S., researching assisted living can be a big undertaking. Here’s where to start.

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Questions You Should Ask Your Parents Doctor

Your parent may be perfectly able to go to their own doctor’s appointments, but if they’re getting older and have begun to develop chronic medical problems, now may be a good time to start accompanying them to some or all of their doctors’ appointments. LaTresh Walker, Healthcare Director of Highgate at Temecula, offers some examples of important questions to ask your parent’s doctor during their next office visit.

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15 Financial and Legal Questions You Should Ask Your Parent

There are a few things you probably wish you didn't have to discuss with your parents — money, aging, dying — but having conversations about these essential topics will help give you all some peace of mind. Megan Wilson, Community Relations Coordinator at Highgate at Billings, suggests questions you should ask your aging parents about their financial and legal plans so that you can be better prepared to deal with the future and make sure they are prepared as well.

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Questions You Should Ask Your Parent About the Family Home

Moving is never easy, and older adults making a transition have usually not moved in 30, 40, or 50 years. The organizational and physical tasks associated with planning and implementing such a complex move can be overwhelming for the entire family. If your parents will eventually need to downsize and sell their property, here as 20 questions you should start asking now.

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Questions to Ask When Touring an Assisted Living Facility

If you’re considering multiple assisted living facilities, the best way to determine which is the right one is to schedule a tour, says Tiffany Van Heel, Marketing Coordinator for Highgate Senior Living. Here are 40 questions you should ask.

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