Stages

The five stages

Families often go through these stages in a different order, and many are in more than one at once. Start with the most urgent.

  1. Stage 1

    Safety at home

    A plain-language guide to helping a parent stay safely at home: fall prevention, room-by-room fixes, alarms, emergency plans, and when to bring in an occupational therapist.

    Home Safety Checklist (free tool)

  2. Stage 2

    Downsizing

    How to plan a parent's transition to a smaller or simpler home: deciding where, sorting belongings, timing a sale, and tax basics from IRS Publication 523.

    Downsizing Planner (free tool)

  3. Stage 3

    Care options

    Plain-language explanations of in-home care, independent living, assisted living, memory care, and nursing homes, with questions to ask and how to use Medicare Care Compare.

    Care Options Comparison (free tool)

  4. Stage 4

    The family home

    How families think through keeping, renting, or selling a parent's home during a care transition or after a loss, with the questions to bring to licensed professionals.

    Keep, Rent, or Sell report (free tool)

  5. Stage 5

    After a loss

    A calm, step-by-step guide to the tasks after a parent dies: death certificates, notifying Social Security, accounts to close, and when to call a probate attorney.

    Estate Task Tracker (free tool)

Something changed suddenly? See what to do in the next 72 hours.