Share This Checklist

  • Preferred wake-up and bedtime.
  • Meal times and favorite snacks or beverages.
  • Medication schedule and any preferred methods of assistance.
  • Routine for physical activities (walks, exercises).
  • Daily quiet or relaxation time.
  • Preferred shower/bath times and frequency.
  • Favorite toiletries (shampoo, soap, lotion, etc.).
  • Grooming routine (hair, shaving, nail care).
  • Preferred clothing style (casual, formal, specific colors).
  • Specific grooming preferences (e.g., certain comb or brush).
  • Favorite meals, snacks, and beverages.
  • Any food allergies or dietary restrictions.
  • Preferences for meal preparation (low salt, low sugar).
  • Foods they avoid or dislike.
  • Preferences for dining environment (quiet, music, specific location).
  • Preferred room temperature and lighting.
  • Favorite chair or seating arrangement.
  • Bedding preferences (firmness, specific blankets or pillows).
  • Room setup or organization for easy access to personal items.
  • Fragrance preferences (scented candles, essential oils, or fragrance-free).
  • Preferred level of social interaction (frequency of visits or calls).
  • Hobbies and activities they enjoy (puzzles, reading, gardening).
  • Spiritual or religious practices (prayer times, meditation).
  • Favorite entertainment (TV shows, movies, music genres).
  • Social groups, clubs, or organizations they’d like to stay connected with.
  • Preferred mobility aids (cane, walker, wheelchair).
  • Comfortable footwear and clothing for ease of movement.
  • Support for specific physical needs (arthritis gloves, heating pads).
  • Positioning preferences for long periods (seating or lying down).
  • Assistance level they feel comfortable with for physical activities.
  • Preferred ways to communicate (face-to-face, phone, video calls).
  • Topics or memories they enjoy discussing.
  • Family and friends they wish to stay in regular contact with.
  • Comforting words, phrases, or activities during difficult moments.
  • Any particular traditions or values they’d like to maintain.
  • Special items or heirlooms they want to keep close.
  • Personal mementos with emotional significance.
  • Preferences for documenting family history or sharing stories.
  • Important traditions or customs they’d like to pass on.
  • Wishes regarding family photographs or memorabilia.
  • Preferences for comfort care during illness or end of life.
  • Spiritual or cultural practices they’d like honored.
  • Preferred music, readings, or activities for comfort.
  • Personal wishes about their care environment (home, hospice).
  • Any specific requests or instructions for family members.

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