Assessment tools & checklists. What’s actually going on.
Questionnaires, checklists, and structured walk-throughs that help you see where your parent actually stands — physically, cognitively, financially — not where you assume. Run them before you make decisions, not after.
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Everything in Assessment tools & checklists.
Checklist for Senior Doctor Appointments
What to do before, during, and after a senior doctor appointment to make sure the visit produces actionable information that gets followed up on.
CHECKLISTChecklist for Reviewing a Senior Care Plan
A care plan that hasn’t been reviewed in six months is rarely still accurate. The quarterly review checklist that keeps it current.
CHECKLISTEstate Planning Checklist for Adult Children
Nine documents every family should have, the order to tackle them, where to keep them, and the conversation framework that keeps your parent in charge.
CHECKLISTWhat to Include in a Senior’s Medical History File
The document that tells doctors what they need in five minutes. What to include, how to organize it, and how to keep it current.
WORKSHEETQuestions to Ask Care Providers About Your Parent’s Care
The questions you don’t ask are the ones that change the trajectory. Specific questions for PCPs, specialists, aides, hospital staff.
ASSESSMENTHow to Assess Cognitive Decline in Aging Parents
The first sign isn’t usually what families expect. Normal aging vs. early dementia, the 10 warning signs, and how to act before it’s late.
ASSESSMENTHow to Track Care Plan Effectiveness
What to measure to know whether a care plan is working — and how to track it without burying the family in spreadsheets.
SCREENING TOOLHow to Check If Your Parent Qualifies for Dual Eligibility
Five quick questions, three calls, and ten minutes that may save your parent thousands.