A Checklist for Preparing to Transition to Assisted Living

Assisted living is a wonderful way to help a loved one in need. However, the decision to make this move can be deeply emotional. It’s a time filled with mixed emotions, logistical details, and thorough research. But with a careful step-by-step approach, you can help your parent or family member make this transition with greater ease and comfort. And fortunately, our team at The Athenaeum is here to help.

1. Start early by exploring options
2. Downsize and organize belongings
3. Gather medical and legal documents
4. Support their emotional well-being
5. Create a moving day strategy
6. Stay connected after the move
7. Choose a community that feels like home

1. Start Early By Exploring Options 

The first step in smoothly transitioning to assisted living is researching well in advance. You should start by sitting and having an open conversation with your loved one. Talk about what they’d like, what they’d need, and what they’d rather avoid in their future home.

It helps to discuss:

• The type of assistance they might require daily.
• The location and proximity to family members or familiar places.
• The amenities and activities they value most in a community.
• Their budget and financial considerations for assisted living.
• Any specific medical or mobility needs that should be addressed.

Starting early gives your loved one time to process this change. It also allows you to make a decision without feeling hurried.

2. Downsize & Organize Belongings 

Moving to a smaller space often requires downsizing. This process can be emotionally taxing, but breaking it down into smaller tasks helps make it manageable.

Try to:

• Start with one room or area at a time to avoid feeling overburdened.
• Sort items into categories such as “keep,” “donate,” “sell,” or “discard.”
• Focus on sentimental items last, as they can be the most difficult to decide on.
• Consider hiring a professional organizer if the process feels too overwhelming.
• Use this opportunity to pass down family heirlooms or memorabilia to loved ones.

Tackle it room by room to avoid feeling overwhelmed. This process is a practical way to make a large project more manageable for everyone involved.

3. Gather Medical & Legal Documents 

Imagine arriving at your loved one’s new home only to realize a key bill has been missed, or that their insurance hasn’t been updated with the new address. This could be a significant stressor on an already-difficult day.

During this process, set aside a box, a briefcase, or even a filing cabinet. Then, make sure to:

• Collect all medical records, prescriptions, doctor’s contact information, and any health care directives.
• Gather legal documents such as wills, power of attorney forms, and identification like passports or social security cards.
• Ensure all insurance policies are updated with the new address and readily accessible.
• Keep any necessary financial documents, such as bank information and billing statements, organized in this central location.

This step is often overlooked. However, it’s key to the logistics side of the move. Having all necessary documents organized, set aside, and easily accessible can bring peace of mind.

4. Support Their Emotional Well-Being 

Throughout the process, you’ll want to keep checking in on your loved one. Changes like this may bring feelings of loss, uncertainty, or anxiety for your loved one.

You should:

• Listen to their concerns and validate their feelings.
• Encourage them to talk about their emotions and lived experiences.
• Offer reassurance and remind them of the positive aspects of the move.
• Spend quality time together to provide comfort and support.
• Help them stay connected with friends and community to maintain a sense of belonging.

These simple steps can help your parent feel confident in this new chapter of life.

5. Create a Moving Day Strategy 

Moving day doesn’t have to be overwhelming. Preparing ahead means you’re getting ready for a complicated day, and it can help reduce significant amounts of stress.

It helps to:

• Create a detailed timeline for the day, including specific tasks and their order.
• Pack an essentials box with key items your parent will need immediately.
• Label boxes clearly to make unpacking easier and more efficient.
• Arrange transportation for your parent and their belongings.
• Keep important documents in a secure, easily accessible location.
• Confirm all moving arrangements with hired professionals or helpers in advance.
• Take breaks and stay hydrated to maintain energy and focus throughout the day.

Once you’re done, help your loved one set up their new space with familiar items. Though it’s a little extra work, it makes a big difference. 

6. Stay Connected After the Move 

After moving day, your role doesn’t end. Staying involved and engaged is just as important as the move itself. You’ll want your loved one to feel cared for and supported with this adjustment period, so make sure you’re regularly checking in.

To help a loved one adjust to their new home, try to:

• Visit them frequently to provide comfort and familiarity.
• Encourage them to participate in community activities to build new relationships.
• Help them personalize their living space to make the area more comfortable.
• Be patient and listen to their concerns or feelings about the transition.
• Coordinate with staff or caregivers to address any specific needs or issues.

Your presence makes a bigger difference than you think. It helps your loved one stay connected to the people they love the most—and build bonds with their new home.

7. Choose a Community That Feels Like Home 

Selecting the right assisted living community isn’t just about services. It’s about finding an environment that matches your loved one’s needs. They deserve a place that values, supports, and respects them at all times—a place like The Athenaeum by Peregrine Senior Living.

Every step you take to prepare and support them helps your loved one find comfort, connection, and joy in their new community. And we’re ready to welcome your loved one to their future home. Contact our team today, and schedule a visit to see their new home for yourself!