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Moving to Assisted Living Checklist

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An older adult stands in their packed-up kitchen with their spouse and holds up a key to their new home in assisted living

Key Takeaways

  • Start the moving process 2–3 months in advance to reduce stress and stay organized
  • Choose a moving company experienced in senior relocations for better support
  • Coordinate medical record transfers and provider referrals before the move
  • Pack only essential furniture, comfortable clothing, and personal items
  • Use a room-by-room approach and clear sorting piles when downsizing

What to Consider When Moving to Senior Living

Moving into assisted living represents an exciting new chapter in your loved one’s life. This time should be full of opportunities for connection, comfort, and joy. However, the transition itself takes time, just like any other move. With the right preparation, you can reduce the stress of the move to senior living and set your loved one up for success.

The move to assisted living starts with creating a proper plan. You’ll want to account for packing, administrative tasks, logistics, and the move itself. With the right preparation, you can focus on what matters most—giving your loved one the life they deserve.

Planning Your Move to Assisted Living

Starting early helps take the pressure off. With time to organize, ask questions, and plan ahead, the transition becomes more manageable.

Creating Your Timeline

Give yourself at least 2–3 months before the move. That’s usually enough time to:

  • Coordinate logistics
  • Sort through belongings
  • Notify providers and update paperwork

Add key dates to a shared calendar to keep everyone on track. This is particularly helpful if your family members are involved.

Choosing the Right Moving Company

Look for moving companies that specialize in helping older adults. These teams often provide extra services like packing assistance, furniture setup, and the move itself. It helps to ask about their experience in moving people to senior living, as their expertise can be invaluable.

Handling Medical and Healthcare Transitions

Contact your current doctors to discuss your move and request copies of your medical records. This step becomes particularly important when transitioning to a community that provides senior care services. If possible, ask your healthcare providers for referrals to doctors near your loved one’s new community. 

What to Bring and What to Leave Behind

Your loved one’s new apartment should feel personal and comfortable, but not cluttered. Prioritize items that offer comfort, serve a clear purpose, or carry emotional meaning.

Furniture and Layout Considerations

Measure your new living space carefully and create a simple floor plan before deciding which furniture to bring. Most assisted living apartments are smaller than traditional homes, so prioritize pieces that serve multiple purposes.

Personal Items and Clothing

Aim for clothing that’s easy to care for and appropriate for all seasons. A two-week rotation is often enough, as most communities provide laundry services. Meanwhile, familiar items help make a new space feel more like home, so bring along things like family photos and your loved one’s favorite decorative pieces.

Items You Shouldn’t Pack

Leave behind large appliances, as most assisted living communities provide these in common areas or as part of your apartment setup. Heavy furniture that doesn’t fit your new space should also stay behind. Avoid bringing excessive amounts of anything, because too many clothes, books, or decorative items can make your new space feel cluttered rather than comfortable. 

Two older adults share a tender moment and touch their faces together mid-way through packing up their living room

Downsizing and Packing Strategies

Letting go of items is often the hardest part. But it’s also an opportunity to reflect, re-prioritize, and focus on what matters most in your loved one’s life.

Room-by-Room Approach

Start with one room at a time to avoid feeling overwhelmed by the entire house at once. Begin with spaces that hold fewer emotional attachments, like storage rooms or bathrooms, to build momentum. Then, work through each room completely before moving on. This helps you see real progress and prevents you from bouncing between different areas without finishing anything.

Sorting Into Keep, Donate, and Discard Piles

Create three distinct areas for sorting your loved one’s belongings: 

  • Items to keep
  • Items to donate
  • Items to discard

Having these physical spaces makes decision-making easier and more concrete. Have your loved one ask themselves whether each item brings joy, serves a practical purpose, or holds irreplaceable memories. If an item doesn’t meet at least one of these criteria, consider letting it go to someone who can use it.

Timing Your Packing Schedule

Begin 4–6 weeks ahead with non-essentials. One box per day is plenty—it helps avoid burnout and allows time for thoughtful decisions. Pack one box per day rather than trying to complete everything in marathon sessions. This steady approach reduces physical strain and gives you time to make thoughtful decisions about each item.

Starting the Transition to Assisted Living

Moving to senior living isn’t just about care. It’s about community. The right community should give your loved one the chance to reset with comfort, care, and community at the center. And remember—let your loved one settle in at their own pace. With a little time, a new rhythm will emerge, and the unfamiliar will begin to feel like home.

Here at Cedar Hills Senior Living, we’re here to make the transition easier. Our compassionate team, warm environment, and personalized support services are designed to help every resident thrive. Book a tour today and discover how we can help your loved one feel at home. Their future home is waiting for them!

Written by Sherry Coss

Sherry has more than 20 years of experience with passion in the senior living industry. Her specialties include public relations, marketing, relationship building, communications, and social media. She thrives in an environment that requires creativity, planning, and leadership. Her dedication to caring for seniors goes beyond her professional expertise—she is deeply committed to enhancing the quality of life for older adults. Her compassionate approach, combined with her strategic skills, allows her to make a lasting impact in the lives of seniors and their families.

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