Practical guides and checklists

Conversation Starter Cards: Some conversations are hard to start, even when we know they matter. These conversation starters are designed to make those moments feel easier.

Topics: Safety at Home, Doctor Visits, Time for More Help, Talking With Siblings or Family, Introducing Technology, Working Caregiver Boundaries, Time for More Help, Money & Bills, Doctor Visits

Planning Tools: Planning Tools are simple guides, checklists, and worksheets that help you think things through before decisions feel urgent. These tools support conversation, preparation, and organization so you can move forward with more confidence and less stress.

Balancing Work and Care

  • Support for people juggling work responsibilities alongside caregiving. These tools help you think about boundaries, communication, and what support might make daily life more manageable.

    • Caregiver Boundary Setting Worksheet

    • Sharing the Load Guide

    • Caregiving Jargon and Acronyms Guide

Caring From Afar

  • Resources for families supporting someone from a distance. These tools help with communication, coordination, and staying connected when you are not nearby.

    • What to Do Before Your Next Visit Checklist

    • Caregiver Task Inventory Worksheet

    • Caregiving Jargon and Acronyms Guide

    • Tech Checklist: Peace of Mind

    • Your Caregiving Story Workbook

Care Options and Home Care

  • An overview of care options and support at home, including when to consider help and how to talk through next steps.

    • Home Care Assessment

    • Home Care Assessment Companion Guide

    • Caregiver Task Inventory Worksheet

    • Caregiving Jargon and Acronyms Guide

      Family Meeting Worksheet

    • Your Caregiving Story Workbook

Safety and Daily Living

  • Resources focused on everyday safety, routines, and practical support that can help someone remain independent longer.

    • Is This Normal or Concerning? Checklist

    • Caregiving Jargon and Acronyms Guide

    • Home Care Assessment + Companion Guide

Difficult Conversations

  • Tools to help you prepare for conversations that feel uncomfortable or emotional, including care needs, changes, and future planning.

    • Caregiver Boundary Setting Worksheet

    • Family Meeting Worksheet

    • Sharing the Load Guide

Money, Planning and Long Term Care Insurance

  • Guidance to help you organize financial information, understand planning considerations, and prepare for future care-related expenses.

    • Long Term Care Insurance: A Simple Starter Guide for Families

    • Caregiving Jargon and Acronyms Guide

    • Home Care Assessment + Companion Guide