ElderlyDaily original · Planning & paperwork
Assisted Living Decision Kit
From "Is it time?" to the first 30 days: tour questions for four places, the real monthly cost side by side, a contract checklist and a moving-day plan.
- 41 fillable pages across 9 sections
- Tour worksheets for up to four places
- A cost comparison workbook (Excel and Google Sheets)
- A contract review checklist and moving-day plan
One-time purchaseInstant download41-page fillable PDF + cost spreadsheet
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Helping a parent move into assisted living raises hard questions. Which level of care do they need? What should you ask on a tour? Why does the monthly bill end up so much higher than the starting price? The kit takes you through each step in order, one section at a time.
It explains paying for care in plain words (Medicare, Medicaid, VA Aid and Attendance and long-term care insurance), with payment and rights information checked against Medicare, the VA, the Eldercare Locator and federal nursing home rules. The bonus workbook works out the true monthly cost of up to four places.
What's inside
Every section, page by page
Deciding
- Is It Time?: warning signs, a daily-care needs check, and which of six levels of care fits
- How to start the conversation, and a family meeting plan to split the jobs
Paying for care
- A monthly budget
- Plain facts on Medicare, Medicaid, VA Aid and Attendance and long-term care insurance
Finding & touring
- Where to look, a search log and phone screening questions
- Tour worksheets for four places: staffing, care, medicines, safety, daily life, costs and the contract
- Memory care and nursing home extras, and a mealtime second-visit checklist
Comparing & signing
- A side-by-side comparison of quality and the real monthly cost
- Contract review checklist: fees, care levels, move-out rules, refunds and arbitration
- Your rights in a nursing home
Moving & settling in
- A downsizing plan, what-to-bring checklist and moving-day plan
- The first 30 days week by week, care plan meetings, a concerns log and key contacts
Bonus cost workbook
- Enter prices for up to four places to see the true monthly total, a 3-year projection and the lowest cost highlighted
- Budget tab: income, savings, the monthly gap and roughly how long savings would cover it
- Tour Scores tab: weigh what matters most and rank the places
Preview
A closer look
Images from the product listing.
Watch
See it explained
Who it’s for
- Adult children helping a parent choose assisted living, memory care or a nursing home
- Brothers and sisters sharing the research, tours and costs
- Anyone touring places for a loved one who wants to compare them fairly
How to use it
- 1Start with Is It Time? and the needs check to see which level of care fits.
- 2Use the phone screening questions before you book tours.
- 3Take a tour worksheet to each place, printed or on a tablet.
- 4Enter each place's prices in the cost workbook to compare the real monthly total.
- 5Go through the contract checklist before anyone signs.
Instant download
Assisted Living Decision Kit
Not ready yet? Get 9 free pages from the Assisted Living Decision Kit
9 print-only pages from the full version: signs it may be time, a care needs check, what your parent can afford, phone screening questions, a 3-page tour worksheet, a cost comparison and a contract review checklist. US Letter and A4. We’ll email them to you, plus a few tips after that. Unsubscribe anytime.
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Also in these bundles
Assisted Living Decision Kit is included in each of these.
Who makes these
Every ElderlyDaily printable is designed by SK Kutubuddin, who founded ElderlyDaily as a family caregiver. Where a page uses official guidance, such as the CDC’s fall-risk questions or the American Heart Association’s blood pressure categories, it names the source. About ElderlyDaily · Editorial policy
Questions
Good to know
Can I fill it in on a tablet during tours?
Yes. The PDF has more than 1,000 form fields, so you can type on a computer, tablet or phone, or print it and take it with you.
What is in the spreadsheet?
A cost comparison workbook for Excel and Google Sheets: enter prices for up to four places to see the true monthly total, a 3-year projection and the lowest cost highlighted, plus budget and tour-score tabs.
Does it work outside the US?
It is US-focused. The payment information covers Medicare, Medicaid and the VA, and assisted living rules vary by state.
Is this legal or financial advice?
No. It is a planning tool, not legal, financial or medical advice.
Can I get a refund?
Because it is an instant digital download, all sales are final. If a file will not open or download, email sk@elderlydaily.com and we will make it right.
Free on ElderlyDaily
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A planning tool, not legal, financial or medical advice. US-focused: assisted living rules vary by state. Instant digital download; nothing is shipped.
