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Senior Living Timing Checklist

A comprehensive timeline to help you plan your transition to senior living

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Planning Your Senior Living Transition

Transitioning to senior living is a significant life change that requires careful planning and preparation. This timeline checklist will help you navigate the process step-by-step, ensuring nothing important is overlooked.

Remember, every situation is unique. Use this as a guide and adjust the timeline based on your specific circumstances, health needs, and family situation.

12+ Months Before
8 Tasks
Begin family discussions about future living arrangements
Research different types of senior living communities
Start financial planning and budgeting for senior living costs
Begin decluttering and organizing belongings
Create a list of preferred locations and communities
Start visiting communities for initial impressions
Consult with financial advisor about funding options
Review insurance coverage and benefits
6-12 Months Before
8 Tasks
Schedule formal tours of top 3-5 communities
Meet with admissions directors and ask detailed questions
Review contracts and fee structures carefully
Get on waiting lists for preferred communities
Begin medical evaluations if required
Start organizing important documents
Consider hiring a senior living advisor
Plan for pet care if applicable
3-6 Months Before
8 Tasks
Submit applications to chosen communities
Complete health assessments and medical forms
Secure financing and review payment options
Begin serious downsizing of belongings
Start planning the physical move
Notify current healthcare providers of potential move
Research new healthcare providers near chosen community
Begin emotional preparation and counseling if needed
1-3 Months Before
8 Tasks
Finalize community selection and sign contracts
Schedule move-in date
Hire professional movers or organize family help
Complete final downsizing and donate/sell items
Transfer medical records to new providers
Update address with banks, insurance, and government agencies
Plan farewell gatherings with friends and neighbors
Prepare emotionally for the transition
Moving Month
8 Tasks
Pack essential items and medications separately
Coordinate with moving company and community staff
Complete final walk-through of current home
Ensure utilities are set up in new residence
Pack a 'first week' survival kit
Arrange for family support during move-in
Take photos of current home for memories
Stay flexible and patient during the transition
After the Move
8 Tasks
Attend orientation sessions and community events
Establish relationships with staff and neighbors
Set up new healthcare appointments
Join activities and clubs that interest you
Maintain connections with old friends and family
Give yourself time to adjust (3-6 months is normal)
Provide feedback to family about the transition
Celebrate this new chapter in your life
Important Tips for Success

Start Early

The best communities often have waiting lists. Starting your search 12+ months in advance gives you more options.

Involve Family

Include family members in the decision-making process. Their support will be crucial during the transition.

Visit Multiple Times

Visit communities at different times of day and days of the week to get a complete picture.

Trust Your Instincts

Beyond amenities and costs, choose a place where you feel comfortable and welcomed.

Need More Help?

Explore our other senior living resources for detailed guidance on each aspect of your transition.

Downsizing GuideCommunity TypesMore Checklists