Printable planning worksheet · reviewed July 20, 2026

Family aging-in-place checklist

Educational planning aid only. It does not certify a home as safe or replace medical, occupational therapy, emergency, or building advice.

Goals and people

• Ask what the older adult wants to keep doing independently
• List family, neighbor, clinical, and contractor contacts
• Choose who records decisions and follow-up dates

Room review

• Entry and everyday walking routes
• Stairs, rails, lighting, and level changes
• Bedroom-to-bathroom nighttime route
• Bathroom transfers and professionally assessed support
• Kitchen storage, controls, and hot surfaces

Communication and routines

• Emergency contacts and responder access instructions
• Alert-system coverage, charging, and test schedule
• Medication questions for the pharmacist or clinician
• Next professional assessment and review date