Aging Parents Checklist: Prepare for the Next Stage of Care

Are you noticing these changes in your aging parents: Slower movements, more frequent doctor visits, memory lapses, or simply a greater need for help with daily activities? Are they worrying you enough to think about assisted living readiness?

While these transitions can be emotionally difficult, early planning and clear communication can ease the journey. Whether your aging parent is still fully independent or beginning to need support, having a solid plan in place is one of the most loving things you can do.

This aging parents checklist is designed to help you prepare for the next stage of care, practically, legally, and emotionally, so you can navigate the road ahead in Sheboygan, WI (located 55 miles north of Milwaukee) with confidence and compassion.

1. Assess Current Needs

Before making any decisions, evaluate your parents' current situation.

• Are they taking medications properly?
• Do they have any chronic conditions (e.g., diabetes, arthritis, dementia)?
• Are they attending regular medical checkups?
• Can they cook, clean, shop, and manage their hygiene independently?
• Are they able to drive or use transportation safely?
• Do they have any mobility issues?
• Are they isolated or socially engaged?
• Do they seem lonely, anxious, or depressed?
• Are they staying mentally stimulated?

A good starting point is to observe or talk with them over several visits. Use a daily living checklist (ADLs and IADLs) to measure independence levels.

2. Start the Conversation Early

Open and ongoing communication is key to making decisions that reflect your parents' values and wishes.

Tips for Successful Conversations:

• Choose a calm, non-threatening time when talking to aging parents.
• Use "I" statements, like "I'm concerned," rather than "You need help."
• Ask about their preferences and fears about aging.
• Be a listener before being a planner.

Starting this dialogue early helps prevent rushed decisions during a crisis and empowers your parent to stay in control.

3. Organize Important Documents

Having access to and organizing key legal, financial, and medical documents is essential if you need to step in during an emergency.

Caregiving Checklist of Documents to Gather:

• Health care directive/living will
• Durable power of attorney for health care
• Financial power of attorney
• Will and/or trust documents
• Health insurance and Medicare cards
• List of medications and doctors
• Bank and retirement account information
• Social Security and pension statements
• Property deeds and insurance policies

Make digital and physical copies and store them securely, sharing access with trusted family members.

4. Evaluate Living Arrangements

Is your parents' current living situation safe, comfortable, and suitable for the future?

• Can they live independently without family care support, or is a more structured environment needed?
• Is their home accessible (e.g., no stairs, walk-in shower, handrails)?
• Do they have nearby family, friends, or caregivers?

Options to Explore:

• Aging in place with in-home care
• Downsizing or moving to a one-level home
• Independent living communities
• Assisted living or memory care
• Moving in with family

Every option has pros and cons, and your parents' input should guide the decision. Use our eldercare planning guide to your advantage.

5. Review Finances and Plan for Care Costs

Caring for aging parents can come with significant financial responsibilities. Review their income, assets, and expenses so you can budget effectively and plan for care.

Key Areas to Examine:

• Monthly income (Social Security, pensions, investments)
• Monthly expenses and debts
• Long-term care insurance (if they have it)
• Medicare eligibility
• Costs for home care, assisted living, or nursing care

If necessary, consult a financial advisor or elder law attorney to help navigate budgeting and benefits.

6. Monitor Health and Medical Care

As your parents' health needs grow, tracking their medical history and coordinating care becomes increasingly important.

Create a Health Care Binder or File That Includes:

• Medication list with dosages
• Contact information for all doctors and specialists
• Appointment records
• Health insurance policy numbers
• Advance directives or DNR orders

You may also want to attend doctor appointments with your parent to stay informed and advocate for their care.

7. Ensure Home Safety

Falls are a leading cause of injury for older adults, and many accidents are preventable with a few simple adjustments.

Home Safety Checklist:

• Install grab bars in bathrooms
• Improve lighting in hallways and staircases
• Remove loose rugs and clutter
• Place frequently used items within reach
• Use non-slip mats in the shower or tub
• Check smoke and carbon monoxide detectors

Consider a professional home safety assessment if needed.

8. Build a Caregiving Team

Even if you're the primary caregiver, having a support network is vital for your health and your parents' care.

Team Members Might Include:

• Siblings or other relatives
• Friends or neighbors who check in regularly
• In-home aides or visiting nurses
• Meal delivery or transportation services
• Adult day care programs
• Geriatric care managers

Don't be afraid to ask for help. Caregiving is a team effort, not a solo act.

9. Stay Ahead of Future Changes

Your parents needs may evolve quickly, especially in cases of dementia or chronic illness. Revisit your plan every few months and adjust as needed.

Plan Ahead for:

• Transitions from home care to assisted living
• End-of-life wishes and hospice care
• Selling or renting the family home
• Taking over financial decision-making
• Grieving and emotional preparation for loss

Being proactive rather than reactive helps reduce stress and ensures you're always ready for the next step.

10. Take Care of Yourself, Too

Caregiver burnout is real. It's easy to get so caught up in taking care of your parent that your own health and relationships suffer.

Self-Care Ideas:

• Set boundaries and realistic expectations
• Take regular breaks
• Talk to a therapist or join a caregiver support group
• Maintain your own medical checkups
• Stay socially connected

Remember: You can't pour from an empty cup. Taking care of yourself enables you to care more effectively for your parent.

Aging Parents Checklist - Get Started Right Away

This aging parents checklist is just the beginning. If you are still searching for a retirement community for your aging parents, Lakehouse Sheboygan could be a good choice. We develop individual care plans for all our residents and have a variety of activities to keep them busy, engaged, and happy.

There's a lot to see in our community, so schedule a tour today.