- Event
- Doctor's appointment
- Frequency
- Monthly
- Assignee
- Empty
- Next date
- Empty
- Check
- Unchecked
TemplatesFamily & home · Caring for parents
Care plan for our parents
When siblings share their parents' medical visits, daily needs and costs, and keep the duty rota and expense split in one document
What's inside · Table 3 · Checklist 3 · Expense split 1
Preview · a new document starts like this
Care plan for our parents
- Start date
- Not set
- Coordinator
- Not set
- Number of siblings
- Not set
- Monthly cost
- Not set
Enter the next date and owner in the regular schedule table, then add this month's tasks to the duty rota.
Regular schedule
These come around on a cycle. Write down the next date so nothing gets missed.
| Event | FrequencyLabels | AssigneeAssignee | Next dateDate | CheckCheckbox |
|---|---|---|---|---|
| Doctor's appointment | Monthly | Empty | Empty | Unchecked |
| Pick up medication | Monthly | Empty | Empty | Unchecked |
| House cleaning and groceries | Weekly | Empty | Empty | Unchecked |
| Check-in visit | Weekly | Empty | Empty | Unchecked |
- Event
- Pick up medication
- Frequency
- Monthly
- Assignee
- Empty
- Next date
- Empty
- Check
- Unchecked
- Event
- House cleaning and groceries
- Frequency
- Weekly
- Assignee
- Empty
- Next date
- Empty
- Check
- Unchecked
- Event
- Check-in visit
- Frequency
- Weekly
- Assignee
- Empty
- Next date
- Empty
- Check
- Unchecked
Duty rota
Write a date and owner for each task. If you swap, set the status to ‘Swapped’ and explain in Notes.
Duty rota
| To do | Date | Assignee | Category | Status | Notes |
|---|---|---|---|---|---|
| Settle up medicine costs | Not set | Not set | Cost | Not set | Not set |
| Weekend grocery run | Not set | Not set | Daily life | Not set | Not set |
| Take them to the doctor | Not set | Not set | Getting around, Hospital | Not set | Not set |
- Date
- Not set
- Assignee
- Not set
- Category
- Cost
- Status
- Not set
- Notes
- Not set
- Date
- Not set
- Assignee
- Not set
- Category
- Daily life
- Status
- Not set
- Notes
- Not set
- Date
- Not set
- Assignee
- Not set
- Category
- Getting around, Hospital
- Status
- Not set
- Notes
- Not set
Splitting costs
Decide how to split each item, and record what you actually spend in the Expense split below.
| Item | Monthly amountNumber | How to splitLabels | CheckCheckbox |
|---|---|---|---|
| Doctor visits and medicine | Empty | Split evenly | Unchecked |
| Help with living costs | Empty | By ratio | Unchecked |
| Care services | Empty | Split evenly | Unchecked |
| Transport | Empty | One person pays | Unchecked |
- Item
- Doctor visits and medicine
- Monthly amount
- Empty
- How to split
- Split evenly
- Check
- Unchecked
- Item
- Help with living costs
- Monthly amount
- Empty
- How to split
- By ratio
- Check
- Unchecked
- Item
- Care services
- Monthly amount
- Empty
- How to split
- Split evenly
- Check
- Unchecked
- Item
- Transport
- Monthly amount
- Empty
- How to split
- One person pays
- Check
- Unchecked
Ask your parents what they want first, and check the sharing settings so only family can see health information.
☐
Assigned an owner to every regular task.
☐
Filled in this month's duty rota.
☐
Decided how to split the costs.
For each expense, enter the amount and the group that paid. If someone didn’t take part, pick them under ‘Excluded from split’ for that expense and it’s divided among everyone else. You can change group names and members in Column settings.
Expenses
| Expense | Date | Amount | Paid by | Excluded from split |
|---|---|---|---|---|
| Lodging deposit | Not set | Not set | Not set | No labels |
| Groceries | Not set | Not set | Not set | No labels |
- Date
- Not set
- Amount
- Not set
- Paid by
- Not set
- Excluded from split
- No labels
- Date
- Not set
- Amount
- Not set
- Paid by
- Not set
- Excluded from split
- No labels