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Templates for Caregivers.

A curated set of 17 spreadsheets — and the guides that go with them — for the work of looking after someone. Log vitals and blood pressure between appointments, keep medical costs in one place at tax time, and build a home inventory before you ever have to file a claim.

Everything that matters, in one place, before you need it

Caregiving runs on details other people never see — the reading from Tuesday, the receipt for the specialist, the model number on the appliance the insurer will ask about. These templates are built to hold those details so they're ready when a doctor, an accountant or an adjuster asks. They organize and record; they don't diagnose, and they're not a substitute for professional medical or legal advice.

And when the hard part is the choice itself — in-home care, assisted living, memory care, or a nursing facility — the Elder-Care Decision Helper scores the care, not the lobby, in a workbook you own outright rather than a sales-driven referral service. Try the free elder-care web scorer first.

And when staying put stops being the answer, the move itself becomes the job. The Senior Downsizing & Move-Management Binder does the arithmetic a downsizing move actually turns on — every item sized in cubic feet, checked room by room against the capacity of the new home, and the move priced off the volume you keep — plus the timeline and the thirty-eight organizations that need the new address. Start with what senior downsizing involves, the step-by-step guide to managing a parent's downsizing move, or the free room-by-room sort list.

Caregiving isn't only for aging parents. If you're raising a child with an IEP or a 504 plan, the Special-Needs / IEP Records & Care Binder organizes the accommodations, evaluations, therapy schedule, providers, and meeting notes in a file you own — the records your family keeps and carries to every meeting. Learn what an IEP is, or prep with the free IEP Meeting Prep Sheet.

Caregiving eventually raises the questions nobody wants to ask first. The Funeral / Final-Arrangements Planning Binder records what a person wants done — and, unusually, prices it: an itemized estimate set against every fund already set aside, with the gap and the money reachable in the first few days worked out, because a prepaid contract pays at once and an insurance claim takes weeks. Read what a final-arrangements plan is, or start with the free Final Wishes One-Pager — eleven lines, no signup.

Pair them with the field guides below — preparing for an aging parent's check-in, why a home inventory matters, and the real cost of a year of doctor visits.

Recommended templates

17 templates

An estate & life-admin binder to organize where everything lives, vital-signs and blood-pressure logs, a medical-expense tracker, a home inventory, and a weighted helper for the elder-care decision itself — in Excel and Google Sheets.

Where we fit

Most tools force a choice between a blank spreadsheet you build from scratch and a monthly app that's overkill. Ardent Workshop is the rung in between — structure you own.

  1. Blank spreadsheet

    Free, but you build and maintain every formula, tab and layout yourself.

    • Free
    • Infinite setup
    • No structure
  2. You are here

    Ardent Workshop

    Owned, structured, connected workbooks — a one-time price, yours to keep.

    • One-time price
    • Structured & connected
    • Yours to own
  3. Generic SaaS app

    Powerful, but overkill, rented and locked-in — built for someone bigger than you.

    • Monthly rent
    • Overkill
    • Lock-in

Reading list

Health check-ins, home inventories, and what a year of care actually costs.