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  • WhoWe Are
    • A Message From Mark Costley
    • Meet Our Team
    • Communities We Serve
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Trusts
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
    • Estate and Gift Tax Planning
    • Estate Planning
    • Probate & Trust Administration
    • Process
    • SECURE Act
    • Social Entrepreneurship & Business Law
  • WhyWe Do It
    • Peace Of Mind
  • Resources
    • Caregiving Resources
      • Caregiving Worksheets
      • Our Book
    • Definitions
    • Elder Law Reports
    • Estate Planning Resources
      • Estate Planning Articles
      • Estate Plan Checkup
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Elder Law
      • Estate Planning
      • Estate Planning for Parents
      • FAQs for Families Without an Estate Plan
      • Divorce and Your Estate Plan
      • Estate Planning for Women
      • Legacy Wealth Planning
      • LGBTQ Estate Planning
      • Nursing Home Planning
      • Philanthropy and Your Estate Plan
      • Planning for Dementia
      • Probate
      • Serving as Executor
      • Special Needs Planning
      • Tax Avoidance Planning
      • Trust Administration & Probate
      • Understanding the Social Security Retirement System
      • Will Contests
    • Pre Consultation Form
    • Probate Resources
      • Chapel Hill Probate
      • Raleigh Probate
    • Professional Resources
Home » Caregiver’s Toolkit

Caregiver’s Toolkit

Click on the links below to download each worksheet!

Caregiver Support

  • Caregiver’s Journal
  • Caregiver’s Document Organizer
  • Caregiving Decision Questionnaire
  • Caregiver’s Log
  • Sample Filing System
  • Checklist for Visiting Elderly Patients

General

  • Personal Details
  • Important Contact Information
  • Valuable Records
  • Rewards Program Information
  • Net Worth Calculation Worksheet
  • The Right Financial Planner

Home Safety

  • All Areas of the Home
  • Kitchen
  • Living Room / Family Room
  • Hallways
  • Bathroom
  • Medications
  • Bedrooms
  • Basement / Garage / Workshop / Storage Areas
  • Steps, Stairways and Walkways
  • Driving Assessment Checklist

Medical Care

  • Choosing the Right Doctor
  • Social Service Checklist
  • Allergies and Conditions Worksheet
  • Behaviors Associated with Alzheimer’s Disease or Other Dementias
  • Doctor Visit Worksheet
  • Asthma Emergency Plans
  • Emergency Checklist
  • Medication Tracker
  • HMO, PPO or Fee-For-Services?
  • Continuing Care Questionnaire
  • Needs Assessment Worksheet
  • Home Care Tasks Checklist
  • Keeping Track of Side Effects
  • Choosing a Rehabilitation Program
  • Weekly Rehab Calendar

Assisted Living

  • Assisted Living: Costs and Contracts
  • Assisted Living: Personal Care
  • Assisted Living: Quality of Life

Funeral

  • Funeral Planning Checklist
  • Funeral Planning Form
  • Funeral Planning: Personal Information

Download all Caregivers worksheets

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Clarity Legal Group
1414 Raleigh Road Suite 445
Chapel Hill, NC 27517
United States (US)
Phone: 919-484-0012

reply@claritylegalgroup.com

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PO Box 2207
Chapel Hill, NC 27515

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