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Checklist for Moving a Parent to Assisted Living

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an adult son helping his senior dad to move to assisted living

Helping a parent transition to assisted living is a momentous decision. It’s filled with mixed emotions and a long to-do list. Moving at any stage in life is a significant change, and being prepared is key—it’s how you help your loved one settle into their new community.

It helps to:

  • Plan and prepare for the transition
  • Simplify downsizing & packing
  • Sort legal and medical records
  • Support the emotional adjustment
  • Organize the moving day logistics
  • Stay connected after the move

Plan & Prepare for the Transition 

The groundwork for a successful move starts with thorough planning. Helping your parent understand what to expect helps them feel involved and secure throughout the process. 

Begin by researching different assisted living communities. Explore what types of amenities and experiences each community offers. Every person has unique needs, so it’s vital to find a community that aligns with your loved one’s preferences and requirements.

Then, discuss financing options with your parent, such as long-term care insurance or personal finances. Make sure to balance affordability with quality care. Unwanted financial surprises can quickly lead to significant strain, so make sure the community is transparent.

Simplify Downsizing & Packing 

Downsizing can feel overwhelming, but it’s an essential part of moving into senior living. Breaking down the task into smaller, manageable steps can lighten the weight for everyone involved. 

Start by focusing on one space at a time. Whether it’s a single room, closet, or drawer, working in stages prevents the process from becoming too exhausting. Then, split everything in the area into these 4 piles:

  • A “keep” pile for must-hold items. 
  • A “donate” pile for items that can serve others. 
  • A “discard” pile for anything broken or unneeded. 
  • A “sell” pile for valuables that could help fund the move. 

Sentimental items are often what make spaces special. Prioritize selecting meaningful yet functional things they’ll enjoy in their new home. Seeing familiar items can make their new space feel welcoming and more personal. 

Sort Legal & Medical Records 

No move is complete without updating important documentation. A smooth transition means no surprises, so make sure every document is updated and easily accessible!

Start by updating your parent’s address on all essential forms, such as:

  • Driver’s license and identification cards 
  • Insurance policies (health, home, auto) 
  • Medical records and prescriptions 
  • Banking information and statements 
  • Social Security and pension documents 
  • Utility accounts and subscriptions 
  • Wills, trusts, and estate planning documents 

Finally, make sure all prescriptions are transferred to our trusted pharmacy partner, who offers convenient access and support near your new location. Accessibility is important, and this often goes overlooked in the chaos of a move.

A married older couple unpacking their belongings from moving boxes in their new home in assisted living.

Support the Emotional Adjustment 

The idea of leaving a familiar home can feel daunting. During this process, it’s not all about physical support. Instead, make sure you’re also listening to your loved one’s emotional concerns—and actively helping them work through any challenges.

Start conversations about the transition early. This gives your parent all the time they need to process. Change often brings discomfort, and having time to prepare gives them greater control over the experience. 

Listen closely to their concerns and feelings. They might feel reluctant, anxious, or even resist the move altogether. Validate these emotions without trying to downplay them. Patience and understanding go a long way in helping build trust. If needed, rely on the support of others, since friends and other family members can help you all through this.

Organize the Moving Day Logistics 

When moving day finally arrives, a well-organized plan can make the transition much more comfortable for your parent. 

There are a lot of steps to consider here. Make sure you:

  • Hire a reliable moving company or enlist the help of family and friends well in advance. 
  • Pack essential items separately and ensure they are easily accessible during the move. 
  • Label boxes clearly to make unpacking easier and prioritize unpacking items that will help your parent feel at home. 
  • Arrange for transportation that accommodates any mobility needs your parent may have. 
  • Keep important documents, medications, and personal belongings close at hand to avoid unnecessary stress. 
  • Set up the new living space as quickly as possible to create a familiar and welcoming environment. 

Before their arrival, remember to set up utilities and basic services in their unit. Then, after moving in, spend some time creating a cozy, familiar environment. Personal touches and decorations your parent loves can ease the first moments in their new space. 

Stay Connected After the Move 

The transition into assisted living doesn’t end on moving day. Staying connected and involved is vital for their emotional well-being—and your peace of mind. 

Make sure you visit frequently and stay connected after the move. Whether you go in person, call them, or use video chatting services, you can reinforce your connection with one another. It’s a great way to show them how much you support them.

It also helps to encourage them to explore what their community has to offer. From clubs to scheduled activities, becoming involved can provide structure and social engagement. Settling into life in assisted living takes time, but your encouragement makes a difference.

Helping Your Parent Find Their Future 

Helping your parent move to assisted living can be a big change. However, with your help—and a proper plan—you can make this transition significantly easier for your family.

Here at Allouez Senior Living, we’re here to help your family with this important decision every step of the way. We’re committed to creating a supportive, vibrant, and active community where your loved one can thrive. Schedule a tour with us today!

Connection. Compassion. Care.

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We are located on Libal Street in Green Bay, offering easy access to nearby parks, local shops, dining options, and reputable health care providers, all within a welcoming community.

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  • Green Bay, WI 54301

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