Toolkit
Use What Helps. Leave the Rest.
You don't have to fill out every worksheet or keep a binder of information that no longer fits your life.
Use a worksheet when it helps you think something through, prepare for a conversation, or make a decision. Come back to it if you need to, or set it aside when things change.
A few things, like medication lists and emergency information, are worth keeping up to date so they're ready when needed.
Not Sure Where to Start?
Start with what would help today.
If nothing is urgent, start with My Medication List. It’s useful at appointments, during an unexpected medical situation, and anytime someone else may need to help.
Then choose the next printable based on what’s happening in your life right now.
Appointments & Medical Care
My Medication List
Keep medications and important medication information in one simple place.
If We Have to Go to the ER
Help the ER team understand what is usual—and what changed.
After the ER
When you come home, you’ll know what happened and what needs to be done if anything.
Before the Doctor Visit
Remember what’s changed, what matters today, and what you want to ask.
Before the Annual Checkup
Take a once-a-year look at what has changed and what may be worth asking about.
Important Information & Papers
Important Papers— Can Someone Find Them?
Know what you have—and make sure someone else could actually find it.
My Important Information
Keep the basic information someone may need if you can’t explain everything yourself.
Who Needs to Know What?
Think through who may need to help, what they need to know, and whether you’ve talked about it.
If Something Unexpected Happens
If I Can’t Be Here
Put down the basics someone else would need to step in and help.
If I Have to Leave Home Unexpectedly
Make it easier for someone to take care of your home, pets, and everyday details while you’re away.
Other Helpful Printables
Not every situation fits neatly into one category.
This section includes practical worksheets and checklists that may help with everyday decisions, planning, and figuring out what kind of support might be useful next.
Where Is Help Needed at Home?
Notice what is working well at home and where reminders, a little help, or more support might make life easier. This worksheet looks at everyday tasks, safety, getting around, connection, and activity so you can choose what would help most right now. You don’t have to fill it out all at once.
PDF · 2 pages
What Do We Want or Need If We Move?
Think through what matters before you start calling or touring places. This worksheet covers daily life, care and support, accessibility, costs, and what help is actually included, with room to consider moving together and changing needs. Choose your top priorities and write down the questions you want answered before deciding.
PDF · 3 pages