Table 1.

Living Arrangement Planning Checklist

Components	Potential Parties Involved	Specific Tasks
Medical	Primary care provider Geriatrician Geriatric care manager Social worker Older parent and parent-selected adult children	Assure an up-to-date health record with active conditions, current functional and cognitive status, medications, providers, and advance directive; obtain records related to key hospitalizations and diagnostic procedures. Estimate future environmental and functional needs, based on current functional and cognitive status and observed rates of recent decline. Identify whether new location has adequately qualified healthcare personnel to meet the older adult’s healthcare needs. Identify whether new living arrangement can accommodate functional and cognitive limitations. Assure presence of appropriate signatures for HIPAA-related disclosure.
Legal/Financial	Elderlaw attorney Accountant Geriatric care manager Older parent and parent-selected adult children	Clarify living arrangement preferences (type of long term care setting, preferred distance to specific family members, if applicable). Identify assets and liabilities associated with a particular living arrangement (see long term care savings calculator at http://www.longtermcare.gov/LTC/Main_Site/Planning_LTC/Considerations/).
Spiritual	Spiritual advisors Older parent and parent-selected adult children	Identify whether relevant religious services/communities are available in the new location being considered.
Social	Older parent and parent-selected adult children Social worker	Note important activities in which the older adult(s) currently engages and how these activities will be affected by a move.