New Caregiver Starter Workbook

Nobody hands you a job description. One week you are a daughter, and the next you are managing medications, insurance, transportation and a person who does not want any of this to be happening.

This new caregiver guide and workbook covers the first ninety days, in the order the problems actually arrive.

What you get

• Week one triage: the six things to handle before anything else
• Care needs assessment you can complete in an afternoon
• The family meeting script, including what to say to the sibling who lives far away and has opinions
• Cost worksheet: what care actually runs, and where the money can come from
• Benefits map: Medicare, Medicaid, VA Aid and Attendance, county programs, and who to call first
• Task-sharing grid to divide work among siblings without another argument
• Boundary-setting worksheet for the requests you cannot take on
• Burnout check-in to run monthly

The honest part

This will not make caregiving easy. It will make the first three months less chaotic and stop you from missing benefits your family qualifies for.

Delivery

Instant PDF download.

Common questions

I am a few months in already. Is this still useful?
Yes. The benefits map, cost worksheet and task-sharing grid are useful at any stage, and many caregivers find benefits they missed.

Does it cover my state?
The Medicare, VA and federal tax information applies nationwide. For Medicaid and county programs, it shows you exactly whom to call in your state.

Can I fill it in on my computer?
It is designed to be printed and filled in by hand. You can print it at home or at any copy shop on US Letter paper.

Is this medical or legal advice?
No. It is educational material that helps you organize information and ask better questions. Always follow the advice of your loved one’s doctors, attorney and insurance plan.

Wondering what Medicare will pay for at home? Read what Medicare actually covers at home.

Made by Tend & Keep. Medicare, tax and benefit figures reviewed October 2026 and updated every January.