Share This Checklist

  • How have you been feeling physically and emotionally?
  • Are you managing your medications easily?
  • Do you have any upcoming doctor appointments or medical needs?
  • Is there anything you’ve noticed about your health that worries you?
  • Are you satisfied with your healthcare and any support you’re receiving?
  • Do you feel safe and comfortable in your home?
  • Are there any areas in the house that feel challenging or unsafe?
  • Would any modifications (e.g., grab bars, non-slip mats) help with mobility or safety?
  • Are there any household tasks you’re finding difficult?
  • Do you have easy access to everything you need (e.g., food, medication, emergency contacts)?
  • Do you feel like you’re staying connected with friends and family?
  • Are you able to participate in activities or hobbies that you enjoy?
  • Do you feel lonely or isolated? Would you like more social support?
  • Are there any new activities or groups you’d like to join?
  • How are you feeling about the holiday season this year?
  • Are you comfortable managing your finances? Would you like any assistance?
  • Do you have an updated will or other important documents?
  • Is there any financial paperwork that needs organizing or updating?
  • Do you have important documents in a place where family members can access them if needed?
  • Would you like to discuss any other financial or legal matters with us?
  • Do you feel you have the right support for daily activities (e.g., cooking, cleaning, shopping)?
  • Are you finding it easy to get around the house and the neighborhood?
  • Would you like help with transportation to appointments, errands, or social activities?
  • Do you have any difficulty with personal care tasks (e.g., bathing, dressing)?
  • Is there anything that would make your daily routine easier or more enjoyable?
  • Are you comfortable using your phone or computer to stay connected?
  • Would you like help setting up video calls, emails, or other communication tools?
  • Do you have any trouble accessing accounts or remembering passwords?
  • Are there any devices or services (e.g., emergency alert systems) you’d like assistance with?
  • Would you enjoy seeing family photos, videos, or digital memories more frequently?
  • Are there any family stories or traditions you’d like to share with us?
  • Are there any items in the home that have special meaning or memories?
  • Would you like to record or write down stories or family history?
  • Do you have any keepsakes or heirlooms you’d like to pass down?
  • Are there values, beliefs, or lessons you want future generations to remember?
  • Is there anything about the future that concerns you?
  • Are there any upcoming changes or plans you’d like to discuss?
  • Do you have preferences for how you’d like family to support you as you age?
  • Are there any conversations or topics you’d like to revisit regularly?
  • Is there anything we can do to support you better, now or in the future?

Leave Your Heirs The Gift Of Organization With a CLEAR Kit

Did you know?

The average estate takes 570 hours to administer.

Other Useful Checklists