Questions to ask aging parents: a conversation planner
Create a respectful conversation checklist with agreed boundaries, document locations and follow-up tasks. Free to edit, download and print as a PDF.
Start your copy →Questions to ask aging parents: a conversation planner
Ask your parent what help would be welcome. They can skip any question, keep details private or stop the conversation. Agree what may go on a shared copy before writing it down.
Use locations and contact roles rather than passwords, recovery keys, full account numbers or identity numbers.
See a fictional example
Fictional example: “Mum wants help making a location index, but does not want to share financial balances. We agreed that she will choose the records, and I will help format the list next Saturday.”
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Questions to ask aging parents: a conversation planner
Prepared / reviewed: ____________________
Agree what would be welcome
What would you like help organizing?
What would you like help organizing?: ________________________________________________
What should stay private or wait?
What should stay private or wait?: ________________________________________________
Find a starting point
Where could an authorized helper find important records?
Where could an authorized helper find important records?: ________________________________________________
Who should be contacted, and where are their details?
Who should be contacted, and where are their details?: ________________________________________________
Leave with an agreed next step
Task, agreed owner and next date
Task, agreed owner and next date: ________________________________________________
Who may receive this summary?
Who may receive this summary?: ________________________________________________
What should we check together next time?
What should we check together next time?: ________________________________________________
Share this summary only with your parent’s agreement. It is a conversation aid, not a medical assessment or legal authority. Direct legal, financial and care questions to the appropriate professional.
Prepared with WiseTomorrow · wisetomorrow.com/tools/aging-parent-conversation-planner
Keep a copy that works for you
Share this summary only with your parent’s agreement. It is a conversation aid, not a medical assessment or legal authority. Direct legal, financial and care questions to the appropriate professional.
Save an editable draft to return to the prompts later. Print or export a separate finished copy for the person you choose. Review what you share; an editable draft also includes any sections you hid.
Prepared by WiseTomorrow. Prompts and examples are editorial writing aids; no specialist review or legal effect is claimed. Read our editorial approach.
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