In plain English
Five practical checklists you can print and use: the first 30 days after diagnosis, legal and financial groundwork, pre-appointment preparation, hospital admission preparation, and a family meeting agenda. Free to download and adapt.
1. The first 30 days checklist
Week 1
- Read the assessment letter together. Highlight unfamiliar terms;
- Share the letter with your GP;
- Take any prescribed medication exactly as directed;
- Note side effects in a brief diary;
- Call the Alzheimer's Society Dementia Connect Support Line (0333 150 3456);
- Tell two trusted people.
Week 2
- Begin Lasting Power of Attorney for health and finance;
- Review or write a will;
- Check eligibility for Attendance Allowance, PIP, Council Tax reduction;
- Notify the DVLA and motor insurer.
Week 3
- Book a vascular risk MOT with GP (blood pressure, lipids, glucose);
- Begin a regular exercise programme;
- Make three Mediterranean-style diet swaps;
- Confirm hearing aids and glasses are working and in use.
Week 4
- Find a local Memory Cafe and Singing for the Brain group;
- Request a Carer's Assessment from your local council;
- Make simple home safety adjustments;
- Establish a weekly routine;
- Diary follow-up appointments.
2. Legal and financial groundwork checklist
- Lasting Power of Attorney, health and welfare;
- Lasting Power of Attorney, property and finance;
- Updated will;
- Advance Decision to Refuse Treatment (if relevant);
- Funeral wishes recorded (formal pre-paid plan optional);
- DVLA and motor insurer notified;
- Travel insurance reviewed;
- Life and critical illness insurance reviewed;
- Bank notified of LPA once registered;
- Pension provider notified of LPA once registered;
- Council notified for Council Tax exemption;
- Attendance Allowance or PIP claim submitted;
- Carer's Allowance claim submitted (where applicable);
- Employer informed (where applicable);
- Access to Work application (where applicable);
- Carer's Assessment requested from the council.
3. Pre-appointment checklist
Before any GP or memory clinic appointment:
- Three top concerns written down;
- Examples of any new symptoms (dates, what happened);
- Current medication list with doses;
- Recent letters from other specialists;
- Latest blood test results, if not in the GP record;
- Hearing aids and glasses;
- A family member or close friend, if possible;
- Pen and paper for notes;
- Questions about next steps to ask before leaving.
4. Hospital admission checklist
For any planned or emergency admission:
- Current medication list, with doses and timing;
- "This is Me" leaflet completed;
- Life Story Book or summary;
- List of allergies and intolerances;
- Hearing aids, glasses, dentures (with cases);
- Mobility aids;
- Comfortable clothing for several days;
- Toiletries;
- Familiar objects: photograph, small ornament, music device;
- Contact details for next of kin and attorneys (if any);
- LPA documents (copies);
- Advance Decision and ReSPECT form (copies if relevant);
- GP contact details.
5. Family meeting agenda
For a structured family conversation about dementia care:
- What has changed: a brief update on cognition, behaviour, function;
- Medical status: latest letter, medication, follow-up;
- Daily life: what is working, what is not;
- Caring arrangements: who does what, how is it sustainable;
- Practical priorities: legal, financial, home, transport;
- The carer: how is the main carer coping;
- Next steps: who will do what before the next meeting;
- Date of next meeting: 4 to 6 weeks ahead.
How to use the checklists
Print and tick off as you go. Adapt to your situation; not every item applies to everyone. Use the checklists alongside, not instead of, professional advice from your GP, memory clinic, solicitor and social worker.
Frequently asked questions
Can I print these?
Yes. The page is designed to print as a useful working document.
Will my situation be different?
Likely yes. Use these as starting points and adapt. Speak with your GP, memory clinic, solicitor and Citizens Advice for situation-specific guidance.
How often should I review the legal groundwork?
Every 12 to 24 months, or sooner if circumstances change (new diagnosis, change in care, family change).
Where do I get the 'This is Me' leaflet?
Free from the Alzheimer's Society website, or by calling 0333 150 3456.
Should I share these with other family?
Yes. Shared checklists keep everyone on the same page about what has been done and what is outstanding.
References
- NICE NG97.
- Alzheimer's Society. This is Me leaflet.
- Care Act 2014.
- Mental Capacity Act 2005.