Main reason for the meeting Care needs and daily support Home safety and aging in place Possible housing or care-setting change Money, documents, or decision authority Caregiver coverage and backup help
Older adult preferences Not discussed yet Partly known Clearly discussed or written down
Who will attend? Adult children or relatives Older adult will attend Family plus paid helper or care manager Small core decision group
Where are helpers located? Mostly nearby Some nearby, some remote Mostly remote
Expected conflict level Low Some tension High conflict or stalled decisions
Money or payment topic Not part of this meeting Needs discussion now Sensitive or likely to derail the meeting
Decision authority status Not sure No documents or unclear authority Documents exist Professional is already involved
Is a decision urgent? No Yes
Primary caregiver strain No major strain reported Some strain or uneven workload High strain or risk of burnout
Current care setting Living at home Assisted living, rehab, or nursing facility Considering a move or new care setting Not sure yet
Use this to prepare a calm meeting, not to decide for someone without them.
Do not enter names, account numbers, Medicare numbers, diagnoses, dates of birth, legal document images, or private family details. Use the result as a general agenda for a secure family conversation.
This planner is educational and organizational only. It is not legal, medical, financial, tax, benefits, insurance, or family-mediation advice. Confirm personal decisions with qualified professionals and official local resources.
Useful references:
Family Caregiver Alliance family meetings ,
NIA advance care planning for caregivers ,
NIA long-distance caregiving ,
USAGov caregiver resources ,
Eldercare Locator .
