Caregiver Planning and Stress Management
Plain-language slides on key documents, financial tracking and long-term care planning, with templates to fill in.
Hospital forms, bank questions and care decisions tend to arrive all at once. Gathering what you need in advance feels daunting, and explaining it to a group takes time to prepare. This deck sets out the topics in order, with checklists you can fill in or present.
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This is a ready-to-use, editable PowerPoint deck of 51 slides of financial and legal preparation checklists for caregivers. It explains key documents, offers a financial tracker, documents inventory, monthly review routine and care cost estimator, plus stress tools. It is a general guide for caregivers and trainers, not legal or financial advice.
Chapter 1 sets the scene with the cost of inaction and a series of crisis scenarios: a clerk asking for healthcare paperwork you do not have, or other moments when the right document is missing. Chapter 2 builds the legal foundation, explaining power of attorney (durable and springing), health care power of attorney, living will or advance directive, and will or trust, with a vignette about an unprepared daughter.
Chapter 3 covers financial caregiving: understanding the whole landscape of accounts, debts and income, tracking expenses, and flagging unusual transactions. A Financial Information Tracker template and a vignette about an organised son show how a simple binder helps. Chapter 4 supplies a Legal and Financial Prep Checklist, an Essential Documents Inventory, a Monthly Financial Review routine and a Caregiver Stress Tracker.
Later chapters address stress, including burnout signs and a Me Time routine, then advanced planning: guardianship compared with power of attorney, long-term care options, public benefits and a Long-Term Care Cost Estimator. A final chapter gives wellness creators a social post template and content tracker. The deck is US-oriented in its terms, so check local rules.
Tap a slide to enlarge it.
Present chapters 2 and 3, then give each person the documents inventory to complete at home.
Use the crisis scenarios to open the discussion, then agree who gathers which documents.
Work through the checklist one item at a time and book your first Monthly Financial Review on slide 26.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides and edit the templates. Slide 23 is the checklist to begin with.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
Educational content, not medical advice.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of Caregiver Planning and Stress Management, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Caregiver Stress Mapping; Daily Care Coordination Boards; Dementia Communication Strategies; Emergency Information Organizers; Family Communication Plans; Medication and Appointment Tracking; Respite Planning Basics; Self-Care for Caregivers; Weekly Care Review System.
Both. The chapters work as a talk or workshop, and the checklists and templates also work as a self-study guide.
No. It is a general educational overview and checklist. Laws, documents and benefits differ by country and state, and the deck draws mainly on US terms, so speak to a qualified lawyer or adviser before signing anything.
Some will not. Terms such as Medicare and Medicaid are US programmes. The checklists and trackers still work as structure, and you can replace the names with those of your own country when you edit the slides.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, starting with one document to secure and a date for your first monthly review.
Bodhih Training delivers live corporate programmes on caregiver wellbeing, stress management and supporting employees who care for family.
A complete workshop on the topic.
A complete workshop on the topic.
