Worksheets
Assisted Living Planning Tools
Three plain worksheets to use alongside the guides: one to see whether the monthly numbers work, one to compare homes on the same questions, and one to track move-in paperwork. Fill them in on screen or print them.
Monthly budget worksheet
Enter what comes in each month and what a home has quoted you. The worksheet only adds and subtracts. It does not know any home's prices.
Enter amounts above to see the totals.
- Rates usually rise over time, and a change in care needs can raise the care fee. Ask each home for its rate increase history.
- This is arithmetic, not financial advice. Benefits and tax rules depend on your own situation.
Tour comparison sheet
Print this and take it on every tour, so each home answers the same questions. Write the answers in the three columns.
| Question | Home 1 | Home 2 | Home 3 |
|---|---|---|---|
| License and record | |||
| License number, and capacity on the license | |||
| Any Type A citations in the last two years, and what was done | |||
| Does the home hold a hospice waiver, and a fire clearance for residents who cannot walk unaided | |||
| Care | |||
| Who is awake at night, and how many residents are there | |||
| Who helps with medications, and how they were trained | |||
| What care needs would mean my parent could no longer stay | |||
| How often the care plan is reviewed, and who is invited | |||
| Daily life | |||
| A sample week of meals and activities | |||
| Shared or private room, and what can be brought from home | |||
| Visiting hours and how the home reaches the family | |||
| Money | |||
| Base rate, and what it includes | |||
| Care fee for my parent's needs today, and how it is set | |||
| Any pre-admission or community fee, and the refund terms | |||
| Rate increases over the last three years | |||
| Notice needed to move out | |||
Move-in paperwork checklist
The documents and steps most California homes need before move-in day. Tick them off as you go. Each home has its own list, so ask for it early.
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Tell her what is happening and what your parent needs. She will explain the options near you, and you decide what happens next. There is no obligation.