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Where to Begin Checklist

This form is intended to help you determine the tasks that may be requested to care for you or your loved one.

Getting Started Suggestions Answer
What are your loved one’s wishes and preferences?
  • Meet with your loved one to discuss his or her current health situation and identify how you will work together to get their needs fulfilled.
Do you know where all important documents and passwords are kept including bank documents, retirement accounts, safe deposit boxes, investments, will and trusts?
  • Discuss the need for knowing the location of all records with your loved one.
  • Collect all files and documents you think you will need.
  • Complete a personal information and record inventory.
Who else can help with caring for your loved one?
  • Make a list of all tasks with which you need help and then make a list of all the people who can help you (relatives, neighbors, friends, community resources.) Ask for help.
  • Look into local caregiver resources that can provide respite care either in the home or at an adult day care facility.
  • Look into home-delivered meal programs such as Meals on Wheels.
What will you do to take care of yourself?
  • Identify how you will find time for yourself each day to do something you enjoy.
  • Assess your own level of stress.
  • Join a support group.
  • Take care of your own health: eat well, get enough sleep, and exercise.
Type of Care Needed Suggestions Answer
What kind of care does your loved one need and how might that change in the future?
  • Review different types of care.
  • Talk with your loved one about his or her preferences for housing (e.g., wants to stay at home).
  • Complete Assessing Your Loved One’s Needs Checklist
Could your loved one remain at home if he or she had some professional help (example: skilled nurse, home health aide)?
  • Research the types of professional services available in the home.
  • Perform a Home Safety and Security Checklist to identify home improvements.
Cost & Insurance Suggestions Answer
How much will it cost to provide care?
  • Call providers to obtain estimates
  • Estimate cost based upon expected length of stay and per day costs provided by facilities or professionals.
Does your loved one have a long term care insurance policy? Does he or she need it?
  • Locate the policy documentation.
  • Educate yourself on the specifications of your loved one’s long term care policy.
Legal Suggestions Answer
Does your loved one have any advanced directive?
  • Locate your loved one’s important documents.
  • Research advanced directives and discuss options with your loved one.
Does your loved one have any Power of Attorney?
  • Locate your loved one’s important documents.
  • Learn about Power of Attorney and the procedures.
  • Get advice from an estate attorney.
  • Discuss options with your loved one.
Does your loved one have a will? If not, how can I help create a legally binding will?
  • Locate your loved one’s important documents.
  • Learn about legally binding wills and the procedures.
  • Get advice from an estate attorney.
  • Discuss options with your loved one.
Is your loved one capable of making their own decisions anymore?
  • Discuss your options with your loved one and other family members.
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