Blog Hero

Checklist: The Keys to Success When Moving to Assisted Living

Schedule a Visit
a young man helps his senior father carry a box

Living in an assisted living community can be a major life change, both for the individual moving and their loved ones. It’s important to approach this transition with careful planning and consideration for a successful move and adjustment period. 

Here is a checklist of key things to keep in mind when moving to assisted living:

  • Location
  • Level of care & services
  • Understanding cost
  • Downsizing & decluttering
  • Social activities & community life
  • Budgeting for ongoing expenses
  • Legal & financial planning
  • Maintaining independence & autonomy
  • Staying connected with family & friends
  • Understanding community policies
  • Considering additional care services
  • Transportation, meal plans & other support services


One of the first things to consider when moving to assisted living is the location. Is it close to family and friends? Are there nearby amenities such as shopping, restaurants, and medical services? Choosing a location that’s convenient for your loved one, family, and friends can help ease the transition.

Level of Care & Services

Each assisted living community offers different levels of care and services. It’s important to research and understand the specific care options provided, such as assistance with daily activities, medication management, and medical care.

Understanding Costs

The cost of assisted living can vary greatly depending on the location and level of care needed. It’s important to have a clear understanding of the financial commitments involved and to plan accordingly.

Downsizing & Decluttering

Moving to assisted living often means downsizing and decluttering from a larger home. It’s important to start this process early and involve your loved one in decision-making to help them feel in control during this transition.

A group of 4 older adults cheers-ing glasses of rosé over an outdoor meal.

Social Activities & Community Life

Assisted living communities often offer a variety of activities and events to keep residents engaged and connected. These can range from fitness classes, game nights, and outings to local attractions. Keep your loved one’s interests and preferences in mind when selecting a community.

Budgeting for Ongoing Expenses

Along with the initial costs of moving to assisted living, it’s important to budget for ongoing expenses such as rent, meals, and additional care services. It’s also worth considering any potential changes in income or expenses due to the move.

Legal & Financial Planning

Moving to assisted living may require making legal and financial arrangements. This could include assigning power of attorney or establishing a trust to manage finances. It’s important to involve legal and financial professionals in these decisions.

Maintaining Independence & Autonomy

Many individuals worry that moving to assisted living means giving up their independence and autonomy. However, most communities strive to support residents in maintaining as much independence as possible. It’s important to discuss this concern with the community staff and understand the level of assistance and support they offer.

Staying Connected with Family & Friends

Moving to assisted living doesn’t mean losing connections with family and friends. In fact, many communities encourage residents’ loved ones to visit and participate in activities. It’s important for family members to communicate their desires and expectations with the community staff to ensure a positive experience for everyone involved.

Understanding Community Policies

Every assisted living community has its own set of policies and processes that residents are expected to follow. It’s important for individuals and their families to thoroughly review and understand these guidelines before moving in. This can help prevent misunderstandings or conflicts down the road.

Considering Additional Care Services

While assisted living communities offer a range of services, there may come a time when your loved one needs additional care. It’s important to discuss with the community staff what options are available and if there is any flexibility in care plans. This can help ease the transition and ensure that an individual’s changing needs are met.

Transportation, Meal Plans & Other Support Services

Assisted living communities often offer transportation services, meal plans, and other support services to help residents with daily tasks. Individuals and their families need to discuss these options with the community staff in order to determine what best meets their needs. Additionally, it’s important to regularly review and reassess these services as your loved one’s needs may change over time.

Exceptional Care & Support at Inspired Living

Moving to assisted living can be a big decision, but it can also bring many benefits and opportunities for individuals to thrive in their later years. By thoroughly researching and considering all aspects of an assisted living community, you can make an informed decision that best suits your loved one’s needs and preferences. 

At Bella Mar Royal Palm Beach, we understand the importance of finding the right assisted living community and are dedicated to providing exceptional care and support for our residents. Contact us today to learn more about our communities and how we can help your loved one make a smooth transition into assisted living. The journey towards a fulfilling and comfortable life in retirement starts with making the right choice of community.

Written by Angela Clark

More Articles By Angela Clark
instagram facebook facebook2 pinterest twitter google-plus google linkedin2 yelp youtube phone location calendar share2 link star-full star star-half chevron-right chevron-left chevron-down chevron-up envelope fax