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Moving to Assisted Living: The Complete Checklist

Deciding to move a loved one into an assisted living community is a significant and personal decision. 

It’s about finding a place where they can thrive with the right balance of support, independence, and care. 

We prioritize creating a fulfilling and enriching environment at The Kensington White Plains. 

This article offers a comprehensive checklist to guide families and caregivers through this important transition.

Our promise is to love and care for your family as we do our own.

What makes assisted living the right choice?

The choice to transition into assisted living is a meaningful one. 

For some families, it arises from recognizing the need for additional support with everyday tasks or ensuring a safer living environment. 

For others, it’s motivated by the desire to embrace a community that offers enriching social opportunities and a more fulfilling lifestyle.

Key signs it may be time for assisted living

  • Daily challenges: Difficulty managing medications, preparing meals, or maintaining the home
  • Social isolation: A lack of opportunities for engagement and connection
  • Caregiver stress: Families feeling overwhelmed or stretched thin
  • Safety concerns: Increased falls or unsafe living conditions

Assisted living offers a balance of independence and support, ensuring that residents can enjoy life without the burdens of home maintenance or isolation.

Comprehensive assisted living checklist

Below is a step-by-step guide to help you through the journey of moving a loved one to assisted living.

Step 1: Prepare for the transition

Planning reduces stress and ensures a smoother move.

Organizing the move

Request a floor plan of the new apartment to plan furniture placement.

  • Work with the community to create a packing list of recommended items.
  • Declutter and decide what to keep, donate, or store.
  • Label all personal items, including clothing, for easy identification.
  • Consider hiring a senior move manager to assist with packing and organizing.
  • Choose a reputable moving company and confirm their insurance and licensing.

Key documents to gather

  • Legal documents like power of attorney and health care directives.
  • Health insurance cards, including Medicare and supplemental insurance.
  • Medical records and a list of current medications.
  • A completed change of address form for mail forwarding.

Step 2: Address health and care needs

Ensuring your loved one’s medical and wellness needs are met is critical.

Health preparation

  • Schedule a pre-move health assessment with the assisted living team.
  • Transfer medical records to the new community.
  • Notify the dining team about dietary needs or restrictions.
  • Arrange for prescription transfers to the community’s preferred pharmacy.

Emergency preparedness

  • Confirm emergency contact information is updated.
  • Familiarize yourself and your loved one with emergency pull cords and response systems.

Step 3: Manage finances and utilities

Organizing financial matters ahead of time ensures a smoother transition.

Bills and utilities

  • Cancel utilities, cable, and other services at the current residence.
  • Arrange for new services like phone, Wi-Fi, and cable in the assisted living community.
  • Set up recurring payments for community fees and any additional services.

Financial planning

  • Discuss any cost-related questions with the assisted living team.
  • Ensure all required payments or deposits are completed before move-in day.

Step 4: Personalize the space

Creating a comfortable, familiar environment helps ease the emotional transition.

Decorating and arranging

  • Pack sentimental items like family photos, artwork, and keepsakes.
  • Arrange furniture to replicate familiar layouts from home.
  • Use preferred bedding and decor to create a cozy atmosphere.

Technology and essentials

  • Set up the TV, Wi-Fi, and phone before the first night.
  • Walk your loved one through the layout and help them locate emergency cords or buttons.
  • Explore shared spaces like dining areas, lounges, and activity rooms.

How to make the most of community visits

Touring assisted living communities is an essential step in the decision-making process, and your loved one should be included in it. 

That’s why it’s important to begin the transition process while their health is manageable enough to participate in the discussion.

Use these questions to guide your visit:

  • Atmosphere: Does the environment feel warm and welcoming?
  • Engagement: Are residents participating in activities, and do they appear happy?
  • Living spaces: Are the apartments clean, spacious, and well-equipped?
  • Dining options: Does the menu offer a variety of nutritious and appealing meals?
  • Interaction: Do the team members seem engaged, friendly, and professional?
  • Safety features: Are emergency pull cords, handrails, and other safety measures in place?

Taking notes during visits can help you compare options and make a confident choice.

Supporting your loved one during the transition

Moving can be an emotional experience, especially for seniors. Your support and encouragement can make all the difference.

Tips for a smooth transition

  • Be present on move-in day: Help unpack and set up your loved one’s new space. Remind them that your presence in their life will continue. 
  • Encourage social connections: Introduce your loved one to neighbors and team members.
  • Promote participation: Highlight activities that align with their interests.
  • Stay connected: Visit frequently or call to provide reassurance and comfort.

Why choose The Kensington White Plains?

At The Kensington White Plains, we believe that assisted living should offer more than just support—it should provide a vibrant, joyful, and meaningful lifestyle that residents and their families can cherish. 

Our philosophy centers on creating a home where every resident feels valued, cared for, and empowered to thrive.

Beautiful living spaces

Our thoughtfully designed apartments are elegant and functional, offering options catering to individual needs and preferences. 

Each space is carefully crafted to combine comfort, accessibility, and the feeling of home, giving residents the perfect balance of independence and security.

Engaging activities

We offer various programs to nurture the mind, body, and spirit. 

From creative workshops and fitness classes to group outings and social gatherings, there’s always something to inspire and energize our residents. 

We offer life enrichment activities 7 days a week, these activities foster personal growth and build strong bonds within the community.

Exceptional dining experience

Dining at The Kensington White Plains is more than a meal—it’s an experience. 

Our chefs prepare delicious, wholesome dishes catering to various tastes and dietary needs. We even offer complimentary dining for guests and families.

Mealtime becomes a social event, encouraging connection and enjoyment in a welcoming, restaurant-style setting.

A welcoming and supportive environment

What truly sets us apart is the warmth of our community. 

Our compassionate team is dedicated to forming genuine connections with each resident, creating a true sense of family and belonging. 

We take the time to understand each individual’s unique story, preferences, and needs, ensuring personalized care and attention.

A place to thrive

Located in the heart of White Plains, our community is easily accessible for family visits and local outings, blending convenience with a tranquil, residential atmosphere. 

From the moment you walk through our doors, you’ll see why so many families entrust us with the care and happiness of their loved ones. 

Take the next step to assisted living with confidence

Transitioning a loved one to assisted living is a journey, but with a clear plan, compassionate support, and the right community, it can be a positive and empowering experience.

Discover how we can support your loved one in their new home while maintaining their dignity, quality of life, and independence. 

Contact The Kensington White Plains today and schedule a tour to see where your loved one can thrive in their golden years.