FREE FAMILY PLANNING CHECKLIST
Before a Health Crisis:
Help Your Family Prepare
A calm, practical checklist for older adults and the family members who support them. Organize essential information, identify safety concerns, and begin important conversations before decisions become urgent.
THOUGHTFUL PREPARATION
Why Planning Ahead Matters
Planning ahead helps an older adult communicate what matters, gives family members a shared starting point, and makes the next decision easier to understand.
Protect Their Voice
Write down the older adult's priorities, routines, and preferences so their wishes remain part of future conversations.
Reduce Family Confusion
Organize essential contacts, information, and responsibilities so family members know where to begin.
Take One Step at a Time
You do not need to solve everything today. Identify what is already in place, what is missing, and the next conversation to have.
WHAT THE CHECKLIST COVERS
Four Practical Planning Areas
A structured, comprehensive table of contents designed to organize essential details with dignity and clarity.
Emergency Contacts & Health Information
Record key contacts, medications, allergies, providers, insurance information, and the preferred hospital.
Documents & Secure Access
Identify where essential identification, insurance, legal, and property documents are stored, and who is legally authorized to help.
Daily Life & Home Safety
Review routines, transportation, meals, pets, mobility needs, walking paths, lighting, alarms, and other basic safety concerns.
Wishes, Family Roles & Next Steps
Discuss personal priorities, clarify family responsibilities, and choose three manageable next steps.
OVER TWO DECADES OF DEDICATED ADVOCACY
Calm Guidance From
Real Experience
Mary Locy has worked with older adults and families navigating housing and life transitions since 2003. Senior Transition Hub turns that experience into calm, practical education families can use before a crisis.
FREE TRANSITION CHECKLIST
Start With One
Organized Conversation
Use this free checklist to organize the information your family may need and choose your next three steps.
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