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Caring for someone: the checklist

Written for the person who did not choose this and has no handover notes. The legal group is urgent in a way it does not feel: it gets harder the longer it waits.

41 items

Makes your own editable copy. No account needed.

The items

  1. Understand the situation
  2. What the diagnosis is, and what to expect
  3. Which professionals are involved, and their numbers
  4. What help is already in place
  5. What they can still do, and want to keep doing
  6. What they want — asked directly, and written downAsk now, while they can answer. It settles a hundred later arguments.
  7. Legal and financial
  8. Power of attorney, financial and health
  9. Written consent for professionals to speak to you
  10. Access to bank accounts, properly and legally arranged
  11. Benefits and allowances they are entitled to
  12. Carer's allowance or equivalent for you
  13. Will and any advance decision
  14. Insurance and pension providers informed
  15. Medical
  16. One written medication list, kept current
  17. Repeat prescriptions and who collects them
  18. A calendar of every appointment
  19. Who drives them, and how
  20. Allergies and conditions written on one card
  21. Ask about a medicines review if the list is long
  22. Day to day
  23. A shared calendar the whole family can see
  24. Food, and whether they are actually eating
  25. Home safety: trip hazards, stairs, the bathroom
  26. Heating, and whether they can afford it
  27. Keys, and who else has a set
  28. A way to call for help that they will actually use
  29. Someone who visits when you cannot
  30. Share the load
  31. Write down who does what, by name
  32. Ask for the carer's assessment you are entitled to
  33. Find out what respite exists locally
  34. Tell your employer and ask what flexibility exists
  35. Find a carers' group, online or local
  36. Look after yourself
  37. Keep your own appointments
  38. One evening a week that is not this
  39. Tell someone how it is actually going
  40. Accept help in the specific form it is offered
  41. Note what would need to change for this to be unsustainable

Makes your own editable copy. No account needed.

Questions people ask

What should I sort out first?
Power of attorney and access to information. Both become far harder once capacity is in doubt, and everything else — banks, benefits, care — depends on them.
What do carers most often neglect?
Their own appointments, their own income, and asking for the carer's assessment and respite they are entitled to. Ask early, before you are exhausted.