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Care Needs Conversation Checklist
Use this checklist to guide a conversation with your parent, a sibling, or other family members. These questions are meant to help you gather information, not to pressure anyone into a decision.
Daily tasks and safety
- What daily tasks are getting harder — meals, bathing, dressing, medications?
- Has there been a recent fall, near-fall, or injury?
- Are medications being taken correctly and on time?
- Is the home environment safe — grab bars, lighting, clear walkways?
- Is your parent driving? Is it still safe?
- Are meals being prepared and eaten regularly?
- Are utility bills being paid on time?
Social and emotional wellbeing
- Is your parent spending time with friends, family, or community?
- Has mood, motivation, or personality changed recently?
- Is your parent expressing loneliness or feeling isolated?
- Are there hobbies or activities your parent still enjoys?
Medical and health
- What are the current diagnoses and medical conditions?
- Who are the current doctors and specialists?
- Are there upcoming procedures, hospitalizations, or treatments?
- Is there a healthcare proxy or medical power of attorney in place?
- Are there any memory or cognitive concerns?
Financial and legal
- What is the approximate monthly budget for care?
- Is there long-term care insurance? What does it cover?
- Is there a will, trust, or financial power of attorney in place?
- Who manages finances if needed?
Preferences and values
- Where would your parent prefer to receive care — home, community, or other?
- What matters most — independence, familiar surroundings, medical support?
- Are there cultural, religious, or dietary needs providers should know?
- What would make your parent feel respected during this transition?
This checklist is an educational planning tool. It is not a substitute for medical, legal, or financial advice. Consult qualified professionals for decisions about care, safety, medications, or finances.
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