The Moving to Assisted Living Checklist

What to Bring for a Seamless Transition

Moving to an assisted living facility is not the same as moving to a new home. From our years serving in senior assisted living, we’ve found that it is still the beginning of a new life chapter, but one that can be surrounded by a sense of calm and contentment. At Poet’s walk, we provide the support and comfort that families can depend upon during this time of transition, creating an environment where everyone involved can appreciate the small wonders of this new stage of life.

To help make relocation to a local assisted living community much easier for your loved one, follow this all-inclusive checklist. It will help you to remember everything that needs to be packed and taken care of as moving day approaches and will ensure a smooth transition, free of the stress and chaos that is often associated with moving.

Two Months Prior to Moving

  • During assisted living facility tours, jot down your thoughts about the different room layouts, arrangements, and the unique features of the facility. Create a list of any furniture pieces that should be brought or purchased, any special items that your loved one may enjoy in their suite, or any dietary requirements that you can take the opportunity to discuss with our  dining team.
  • Call local moving companies or truck rental companies to get estimates for your move. Compare prices and the advantages of each and make a decision about the one you want to work with.
  • Designate a folder to file all the applicable paperwork for the move. This will make things easier if you need to access any receipts, invoices, or other items during the moving process.

One Month Prior

  • Contact your chosen moving or truck rental company to make arrangements.
  • If you are planning on storing items for your loved one, now is the time to make arrangements will your local storage facility.
  • Contact the post office to take care of all address changes and arrange for mail to be sent to the assisted living community that your loved one will be moving to.
  • Take care of medical records and referrals if your family member will have to switch to a new doctor due to the new location. Speak with your loved one’s physician about continuing all memory care requirements and anything that should be addressed to make the transition less confusing for them. Become acquainted with what the facility offers in terms of medical support and memory care.
  • Make arrangements will all utility providers to set up a disconnection of services at the former residence and connection services at assisted living, if required.
  • Purchase any packing materials to help with the move. These may include boxes, bubble wrap, and packing tape.
  • Begin the packing process by cleaning the closets and emptying drawers. Decide which items can be gotten rid of for downsizing and pack away those items that don’t need to be accessed right away, such as books and seasonal clothing.
  • Hold a moving sale to help downsize.
  • Find a safe place to store all important financial and health documents for your loved one, as well as any other important items that they may want to have safely stored with a trusted family member.

Two Weeks Prior

  • Cancel any subscription services such as newspapers and magazines that your loved one is no longer using and let all creditors know of the move.
  • Set up a nearby pharmacy for your loved one and make arrangements for any subscriptions.
  • Finalize all packing by boxing the remaining clothing, cookware, home care, and other items, only leaving out necessary items for daily use.
  • Ensure that all bills are up to date and return any library books.
  • Confirm arrangements with movers.

Moving Day Assisted Living Checklist

  • Now is the time to put together all last-minute items, such as like plants and toiletries.
  • If your loved one’s furry friend is joining them through our unique PAW Program, don’t forget to pack their food, toys, and supplies!
  • Ensure that someone will be home when the moving company arrives if you are using one to make sure that all items are packed properly.
  • Record and add all final utility meter readings and moving-day paperwork to your file folder that you created earlier.
  • Confirm the arrival and move-in time.

Relocating your loved one to their new home can be a comfortable, stress-free experience for everyone involved. Use this moving to assisted living checklist and create a smooth transition for you, your loved one, and the rest of your family.

Do you have any questions about what needs to be done during this relocation process? Contact us for further guidance.