Family care organizing checklist

Spreading Seeds · A blank worksheet for private family use. No information on this worksheet is submitted or saved by this page.

Start with one family contact, one practical task and a date to review. Keep completed copies and private records in a secure place.

1. □ Contacts and family roles. Who is the first contact, backup and nearby support person?
2. □ Health decision documents. Where are existing documents kept, and who can access them?
3. □ Legal and financial authority documents. What needs review by a qualified professional?
4. □ Current health-information location. Where is the current medication/allergy information maintained privately?
5. □ Provider, insurance and pharmacy directory. Who keeps the private directory up to date?
6. □ Home routines and practical instructions. Who maintains these securely?
7. □ Personal care preferences. What matters to the family member, and who records their wishes?
8. □ Secure access. Can the appropriate authorized person find the information when needed?

One next action

Action: ______________________________________________

Person responsible: ___________________________________

Review date: __________________________________________

This organizing resource does not create legal documents, establish decision-making authority, assess safety, or replace professional advice.