Care checklists for families

At a glance

Choose the checklist for the decision in front of you. Each tool helps you prepare questions and record what is agreed. You can read it online, copy the prompts into your own notes or use the available download. These tools do not determine eligibility or replace a professional assessment.

Plan your next steps

Getting started at home

Assessment checklist — prepare examples, records and questions for an aged-care assessment.
Care conversation guide — ask about priorities and agree a manageable next step.
Care planning template — record tasks, contacts, responsibilities and a backup arrangement.
Home-care quote checklist — compare the same schedule and all charges.

Choosing and moving into care

Questions to ask a care home — take the same questions to each visit.
Moving into care checklist — organise documents, medicines handover, belongings and follow-up.
Financial checklist for families — prepare for a cost discussion without sharing sensitive records unnecessarily.

Questions and useful links

How to use a checklist well

Add the date and the person’s own priorities.
Mark each item as completed, not relevant or needing follow-up.
Name a person responsible and a date for unresolved tasks.
Review the notes when care needs or arrangements change.

Can I use these in either country?

The practical planning prompts can be adapted. Assessment and funding rules differ, so use the relevant Australia or United States guide alongside them.

Australia guidance · United States guidance · All resources

Sources and review

Original planning tools from How to Access Aged Care. See each linked guide for its sources and scope.

About this guide
Australia and United States • Prepared September 2026. Editorial lead: Louise Simon. Independent specialist review has not yet been completed. General information; confirm advice for your circumstances.