Sample pages
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Act
Hard Decisions
Some decisions are hard, and some are questioned later: a move, a home sale, a safety restriction, giving up driving or a change in care. Eight worksheets to complete at the time of a decision, recording what was known, who was consulted, what the person wanted and why a choice was made, so it can be understood and explained clearly later. The worksheets record reasoning; they do not authorize a decision or replace professional advice.
8 working toolsPrintable PDFNational Edition · 2026
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This kit is Section 10 of the National Workbook. Kit 10: $29 · 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
- A significant decision is being made that others may question.
- You want a clear record of what you knew when you decided.
- The person’s wishes and their safety point in different directions.
- A provider, a home or a living arrangement is being changed.
What it helps you do
The Handbook explains decision-making roles. These worksheets preserve your reasoning for a specific decision.
Who it’s for
Agents and health care agents facing significant decisions, families who want transparent and fair decision-making, and anyone who expects a decision to be questioned by others.
What’s inside
- Assisted living and home sale decisions
- Safety restriction, driving and restricted access decisions
- Medication, hospice or palliative care, and provider changes
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.