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Checklists & Worksheets

Practical Tools for Planning and Comparing Care

Download printable checklists and worksheets created to help families organize information, prepare questions, compare providers, and plan the next steps in a care decision.

Find a tool for your next step

Plan Ahead

Organize care needs, priorities, and next steps.

3

Tour and Compare

Bring the right questions to provider visits.

6

Prepare for Conversations

Capture notes and important care information.

2
All resources are free, printable PDF downloads.
Downloadable Resources

Choose the Tool You Need

Search by topic or use the filters to quickly find a checklist for planning, touring, comparing providers, financial preparation, or care conversations.

Showing 11 resources
Touring

Assisted Living Tour Checklist

Keep important observations and questions organized while visiting and comparing assisted living communities.

PDF • Printable
Care Transition

Hospital Discharge Planning Checklist

Prepare patients, families, and caregivers for instructions, medications, follow-up care, and a safer transition after discharge.

PDF • Printable
Questions

Nursing Home Tour Questions Worksheet

Bring focused questions to a nursing home visit and record answers in one organized place.

PDF • Printable
Conversation

Hospice Conversation Notes Worksheet

Record questions, answers, preferences, and next steps during conversations about hospice care.

PDF • Printable
Comparison

Senior Care Provider Comparison Checklist

Compare multiple providers side by side using the same categories, priorities, and decision points.

PDF • Printable
Questions

Questions to Ask When Touring a Residential Care Home

Use a focused question list to better understand daily life, staffing, safety, services, and policies.

PDF • Printable
Touring

Nursing Home Tour Checklist

Track key details related to care, staffing, cleanliness, safety, activities, and the overall environment.

PDF • Printable
Financial

Long-Term Care Payment Planning Checklist

Organize expected costs, available resources, coverage questions, and possible payment options.

PDF • Printable
Healthcare

Healthcare Planning Checklist

Gather medical information, care preferences, important contacts, and documents for future healthcare planning.

PDF • Printable
Touring

Residential Care Home Tour Checklist

Evaluate the home environment, services, staffing, safety, routines, and overall fit during a residential care home visit.

PDF • Printable
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