For fiduciaries & conservators
A considered residence decision.
Bring the person’s wishes, real alternatives, costs and evidence into one review. Leave with the reasons for a next step and a plan to check how it works.
Start with what the person wants to preserve.
Enter priorities once. They become the same comparison questions for each residence, and carry into the decision brief.
The person’s perspective
Keep this non-identifying: the routines, choices, relationships or surroundings that matter.
Priorities to compare
Up to five, in your own wordsKeep a meaningful alternative to moving.
What could make staying work, or why might another setting need consideration?
Add the licensed homes you want to compare.
Paste a list instead
Selected homes are not contacted. Public records and your working notes stay separate.
Public records are imported once. You will record the quotes, observations and unresolved questions alongside them.
Prompts informed by the California Professional Fiduciaries Bureau’s decision and residential-placement standards. Your authority and professional judgment determine the decision.