Making the Move: Tips for a Smooth Transition to Assisted Living
Making the move to assisted living is a big life change—one that can bring more safety, connection, and ease into your loved one’s daily routine. But before they can settle in and enjoy this next chapter, there’s one hurdle to get through: the move itself.
Downsizing and relocating after decades in a family home can feel overwhelming, both emotionally and logistically. That’s why having a clear, step-by-step plan can make all the difference.
Here’s a moving checklist to help make the transition to assisted living smoother, calmer, and more manageable.
1. Start Early and Plan Ahead
The earlier you begin planning, the less stressful the move will be. Ideally, begin the process at least 4–6 weeks in advance.
- Choose a move-in date
- Tour the apartment or room to understand layout and dimensions
- Ask the community for a list of recommended items to bring
- Create a shared calendar to track tasks
2. Sort and Downsize Belongings
Assisted living apartments are often smaller than a house or condo, so downsizing is essential.
- Start with easy-to-decide areas like clothing or kitchenware
- Sort items into keep, donate, gift, or discard
- Involve your loved one in decisions to maintain a sense of control
- Take photos of sentimental items they can’t bring
Consider hiring a senior move manager or downsizing service if the process feels too overwhelming.
3. Organize Important Documents
Before the move, make sure key documents are safely stored and easily accessible:
- ID, insurance cards, and Medicare/Medicaid info
- Power of attorney, will, and health directives
- Medication list and doctor contact information
- Lease or contract for the new community
Scan and save copies digitally just in case.
4. Coordinate Healthcare and Medications
Set your loved one up for a smooth transition in care:
- Transfer prescriptions to a nearby pharmacy
- Notify their primary care provider and update records
- Arrange transportation to future appointments if needed
- Pack at least a week’s worth of medications for the move
5. Pack Essentials Thoughtfully
It’s tempting to focus only on practical items—but comfort and familiarity are just as important.
Must-haves include:
- Comfortable clothing, slippers, and toiletries
- Favorite books, photos, or decor
- Bedding and cozy throw blankets
- A TV, phone, or tablet if desired
- A list of emergency contacts and family phone numbers
Label everything clearly, especially for shared spaces.
6. Update Addresses and Services
Don’t forget the paperwork side of moving:
- Update address with USPS, Social Security, banks, and insurance providers
- Cancel or transfer subscriptions, utilities, and services
- Notify friends and family of the new address
7. Settle In With Care
The first days and weeks can be emotionally tender. Help your loved one adjust:
- Visit frequently during the first week
- Encourage participation in activities
- Decorate the space to feel like home
- Be patient—adjusting takes time
Final Thoughts
Moving into assisted living is more than a change of address—it’s the start of a new chapter. With thoughtful planning and a little extra support, the transition can be smooth, empowering, and even exciting.
Need help planning a move for a loved one?
We can connect you with moving specialists, local resources, and communities that fit your needs. Contact us today for a free consultation.