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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.

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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Checklist: 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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Checklist: 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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Checklist: 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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Checklist: 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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Checklist: 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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