FAMILY CARE PLANNING CHECKLIST · 01 / 03

Start with the person.

What matters most to your parent or loved one? Make space for their preferences before comparing services.

What would a good day look like?

Routines, people, places, privacy, interests, and independence.

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What support is already in place?

Family, neighbors, professionals, transportation, and household help.

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What needs a conversation with a professional?

Questions for the doctor, care team, attorney, or benefits office.

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Pay for Senior Care NY · A Cardinal Care Advisors resource
Written with AI, not by a doctor. This site provides general information only and is not medical, legal, or financial advice. AI-generated content can contain mistakes. Confirm important information with original sources and an appropriately qualified professional. Keep this worksheet private. Do not upload personal health or financial details to our forms.

FAMILY CARE PLANNING CHECKLIST · 02 / 03

Compare the whole picture.

Ask each provider the same questions. Request written details so you can compare the answers.

What is included in the price?

Ask about the base rate, additional support, one-time charges, rate changes, and cancellation terms.

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What can the service provide?

Ask about scope, hours, staffing, availability, and what happens when needs change.

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Who pays, and what must be confirmed?

Ask the provider, insurer, or official benefits office. Do not assume a program covers the service.

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Pay for Senior Care NY · A Cardinal Care Advisors resource
Written with AI, not by a doctor. This site provides general information only and is not medical, legal, or financial advice. AI-generated content can contain mistakes. Confirm important information with original sources and an appropriately qualified professional. Keep this worksheet private. Do not upload personal health or financial details to our forms.

FAMILY CARE PLANNING CHECKLIST · 03 / 03

Choose the next conversation.

You do not need to solve every question today. Choose one useful action and give it an owner.

Our next question

The one thing we need to understand next.

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Who will we contact?

An appropriate care professional, official program office, provider, or advisor.

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Who will follow up, and when?

Name, next step, date, and where we will keep the answer.

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Pay for Senior Care NY · A Cardinal Care Advisors resource
Written with AI, not by a doctor. This site provides general information only and is not medical, legal, or financial advice. AI-generated content can contain mistakes. Confirm important information with original sources and an appropriately qualified professional. Keep this worksheet private. Do not upload personal health or financial details to our forms.