Sample pages
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Act
Care Planning, Support Needs & Placement Decisions
Deciding whether someone can stay home, needs help, or should move is one of the hardest calls a family makes. Eight tools to record observed needs, compare in-home care and facilities on the same questions, document the decision with the person’s wishes, and plan the move and first month.
8 working toolsPrintable PDFNational Edition · 2026
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This kit is Section 8 of the National Workbook. Kit 08: $24 · 8 tools. Complete Workbook: $59 · all 13 sections · 113 tools.
Choose one kit for a specific need. Choose the complete Workbook when you need tools across several areas. About the complete Workbook →
When this kit helps
- Daily tasks are becoming harder for the person to manage alone.
- You are comparing in-home care, assisted living or other settings.
- A move has been decided and needs to be planned.
- The first month after a move.
What it helps you do
The Handbook explains roles in care decisions. This kit organizes the facts and options for this person.
Who it’s for
Families weighing in-home help, assisted living or another care setting.
What’s inside
- Observed support needs
- In-home care and facility comparisons
- Placement decision record
- Move planning and the first 30 days
This kit is one section of the POA Caregiver™ Workbook — National Edition, not the complete Workbook.
Why this resource exists
Each tool is here because a real moment in the Power of Attorney role called for a clearer way to keep track, ask the right question or document what happened.
Lived experience shaped these tools. It does not replace advice from a qualified attorney, healthcare provider, financial professional or other adviser.
Format & license
A printable PDF, for personal use. It is not a fillable PDF. Print as many copies as you need for yourself or a person you are assisting.
This resource is licensed for the purchaser's personal use and may be printed or duplicated for use in organizing information for themselves or a person they are assisting. It may not be resold, redistributed, shared publicly, uploaded to shared resource libraries, reproduced for commercial use, or modified and represented as another person's or organization's work.
National scope
National educational and organizational resources. Laws, documents, institutional requirements and local resources vary by state. These kits help you prepare and organize; they do not replace advice from qualified professionals or create Power of Attorney authority.