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    Free Elder Care Resources & Guides

    Practical tools to help you navigate elder care decisions. Download checklists, guides, and templates created by professionals who understand what families face.

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    Free tool

    Family Caregiver Dashboard

    Handle what needs doing now for your loved one. Share a to-do list with family, track appointments and medications, add them to your phone calendar, and start with a 15-step checklist. Works on phones and tablets.

    Open Dashboard
    Free tool

    Search & Compare Assisted Living

    Search Southwest Ohio communities, pick up to three, and download the comparison guide with their details already filled in.

    Search Communities

    Whether you're wondering how to find assisted living for elderly parents, need help downsizing an elderly parent's home, or want to understand Medicare coverage for rehab facilities, our free guides and checklists provide step-by-step guidance. Learn what happens after hospital discharge, discover how to choose a rehab facility after surgery, understand the difference between rehab and skilled nursing, and know when to consider hospice care. Our resources cover Ohio Medicaid eligibility for nursing home care, VA Aid and Attendance benefits, and how to pay for assisted living with 7 funding options explained.

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    Care Coordination
    Free

    Hospital Discharge Checklist

    Essential steps when your loved one is being discharged. Know your rights and timeline.

    Financial & Legal
    Free

    Essential Documents Checklist

    Critical legal and financial documents every family needs organized.

    Housing
    Free

    Community Tour Checklist

    Questions to ask when visiting senior living communities.

    Housing Transitions

    Resources for finding the right senior living community

    Checklist

    Community Tour Checklist

    Free

    Questions to ask and things to look for when visiting assisted living, memory care, or nursing home facilities.

    Includes:

    Safety & EnvironmentStaff & CareDaily Life & ActivitiesCosts & Contracts
    Guide

    Assisted Living Comparison Guide

    Email Required

    How to evaluate and compare senior living facilities side-by-side. Includes scoring criteria and red flags to watch for.

    Includes:

    Comparison worksheetQuestions listRating system
    Guide

    Understanding Levels of Care

    Free

    Guide explaining the differences between independent living, assisted living, memory care, and skilled nursing facilities.

    Includes:

    Care level definitionsWhen to transitionCost expectations

    Home Transitions

    Resources for downsizing, estate sales, and senior moves

    Checklist

    Room-by-Room Downsizing Checklist

    Free

    A practical guide to help you decide what to keep, donate, sell, or discard. Organized by room with specific recommendations.

    Includes:

    KitchenLiving AreasBedroomsPapers & Documents+2 more
    Template

    Family Meeting Agenda Template

    Free

    Structure difficult conversations about care, housing, and finances with your family. Includes talking points and decision frameworks.

    Includes:

    Discussion topicsDecision-making processFollow-up action items
    Guide

    Estate Sale Planning Guide

    Email Required

    How to plan and execute a successful estate sale. Includes pricing strategies, timing tips, and professional vs. DIY considerations.

    Includes:

    Timeline planningPricing strategiesMarketing tips
    Checklist

    Home Modification Assessment

    Free

    Checklist for evaluating home safety and accessibility. Identifies common hazards and recommended modifications for aging in place.

    Includes:

    Bathroom safetyStair accessLightingEmergency access

    Care Coordination

    Resources for finding and managing caregivers and care services

    Checklist

    Questions to Ask Care Providers

    Free

    Comprehensive checklist for interviewing home care agencies and individual caregivers.

    Includes:

    Background & CredentialsCare CapabilitiesScheduling & ReliabilityCommunication+2 more
    Checklist

    Hospital Discharge Checklist

    Free

    Essential steps when your loved one is being discharged. Know your rights, timeline, and what questions to ask before leaving.

    Includes:

    Pre-discharge questionsMedication reviewFollow-up careHome preparation
    Template

    Care Plan Template

    Free

    Document your loved one's care needs, preferences, routines, and emergency contacts in one comprehensive plan.

    Includes:

    Daily routinesMedical informationEmergency contactsPreferences
    Guide

    Caregiver Self-Care Guide

    Free

    Resources and strategies for family caregivers to prevent burnout and maintain their own health and wellbeing.

    Includes:

    Stress managementSupport resourcesRespite options

    Financial & Legal Planning

    Resources for Medicaid, VA benefits, and estate planning

    Checklist

    Essential Documents Checklist

    Free

    Make sure these critical legal, financial, and personal documents are in order, accessible, and up to date.

    Includes:

    Legal DocumentsFinancial RecordsInsurance PoliciesPersonal Information+2 more
    Guide

    Medicaid Planning Basics

    Free

    Understanding eligibility requirements, spend-down rules, asset protection strategies, and the application process.

    Includes:

    Eligibility rulesAsset protectionApplication timeline
    Guide

    VA Aid & Attendance Guide

    Free

    Help veterans and surviving spouses understand eligibility and apply for up to $2,829/month in benefits for care costs.

    Includes:

    Eligibility requirementsApplication processRequired documents
    Guide

    Powers of Attorney Explained

    Free

    Understand the different types of POA, why they're essential, and what happens if you don't have them in place.

    Includes:

    Types of POAWhen to establishChoosing an agent

    Need Personalized Help?

    Resources are a great start, but every family's situation is unique. Connect with local professionals who can provide personalized guidance.