Bentley Assisted Living at Paragon Village
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Checklist for Seniors Moving to Independent Living

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An older adult smiling at their adult child while packing a box of books together during a move to independent living.

Moving to independent living is a new and exciting opportunity. It’s a chance to enjoy a vibrant, worry-free lifestyle. With a wealth of activities, amenities, and social opportunities, independent living is a way to thrive. 

However, preparing for a move takes time, so you’ll need to make sure you’re setting yourself up for success. Fortunately, our team at Paragon Village Senior Living is here to help.

A little preparation eases the process and sets the stage for this new chapter in life. From finding your community and downsizing to moving day and personalizing your new space, we’ve got the steps covered.

Determine the Right Timing for Your Move

Before settling on a community, it’s important to compare your options. Independent living communities vary in terms of location, amenities, and services, so taking time to explore your options makes it easier to make an informed decision.

Compare Independent Living Communities

Finding the right senior community means thinking about your specific goals and visiting options to find a good fit.

Identify Key Features

Start by listing your top priorities. Consider factors such as:

  • Proximity to family, friends, social groups, & favorite activities
  • On-site amenities like dining options, fitness centers, & wellness programs
  • The types of living arrangements offered, including layouts & storage space

Visit & Evaluate Communities 

Touring a community lets you compare the life and energy each one offers. Observe the surroundings, the people you meet, and the services available. The process helps give you a realistic understanding of what life is like in the community.

Get Feedback from Residents

Speaking with current residents and their families can provide invaluable insights. They can offer honest opinions about:

  • The quality of services & amenities available
  • The level of engagement with staff & community
  • The daily life & available social activities

Together, these factors help you understand what to expect from the community.

Plan Your Finances for Independent Living

Planning for the financial aspect is a key part of the process. You’ll need to plan ahead and gather a list of expected costs so you can budget properly.

Understand Cost Components

Independent living prices can vary based on:

  • Monthly rent & fees for your new home
  • Dining plans & additional services like housekeeping
  • Any extra charges for community services or amenities

Review Financial Resources

Once you understand your costs, it’s time to consider your funding options. You have several options, so make sure you consider:

  • Personal savings & retirement income
  • Veterans’ benefits (if applicable)
  • Long-term care insurance
  • Proceeds from the sale of a home or other assets

If you’re unsure where to start, consider consulting a financial advisor. They can help you create a realistic budget, allowing you to plan for the move effectively.

Organize Legal & Medical Documents

Before moving, take time to confirm that all your legal and medical documents are in order. Proper documentation can save time and avoid future complications.

Update Legal Information

Make sure you have the following documents up to date:

  • Power of attorney for medical & financial decisions
  • Living will & healthcare directives
  • Estate planning documents, including a will & trust
  • Guardianship papers (if applicable)
  • Advanced care directives
  • Utilities & service documents

Gather Medical Records

It’s essential to collect medical records and relevant information for future health needs or emergencies, including:

  • Current prescriptions
  • Medical history & treatment records
  • Contact information for healthcare providers

Having this information readily available is key to managing your health effectively and avoiding future complications.

Downsize & Organize Your Belongings

Moving to independent living usually requires downsizing your personal belongings. Organizing your things ahead of time will help you make the most of your new space.

Sort & Decide

Go through your items and categorize them into 3 piles:

  • Keep daily essentials & cherished items
  • Donate items that are still in good condition but are no longer needed
  • Store seasonal items or sentimental things you don’t need right away

Plan Your New Space

Use floor plans of your new residence to plan the layout of your future home. Think about:

  • How to arrange furniture to maximize space & comfort
  • Using storage solutions to keep everything organized

Consider Professional Help

Hiring a senior-focused moving company can help with packing, transportation, and setup. They’re experienced with senior downsizing and can help reduce the stress of the move.

An older married couple packing up their kitchen during a move to independent living.

Prepare for Moving Day

Being prepared for moving day can make the transition much smoother and help you avoid unnecessary stress.

Create a Detailed Timeline

To stay organized, break down the moving process into manageable steps:

  • Packing your essentials first
  • Coordinating & setting a move-in date with the community
  • Organizing transportation & final steps for a seamless move

Pack Essentials Separately

Prepare a bag of necessities you’ll need immediately, including:

  • Medications, toiletries, & a change of clothes
  • Important documents, such as ID, insurance, & health records

These might seem like small steps, but they make a big difference on moving day.

Settle Into Your New Community

Settling into your new home and community is an exciting part of the transition. By taking small steps, you’ll quickly feel at ease and find purpose in your new environment.

Make Your Space Feel Like Home

Personalizing your new residence can help build a warm and welcoming atmosphere. Bring items that bring comfort, like framed photos and your favorite decorations. These create a comfortable home you can easily adjust to.

Meet Neighbors & Join Activities 

Making new connections with residents and staff can help you feel more at home. So, make sure to check out the community programs and events. These are great ways to build new friendships and explore your favorite hobbies.

Begin Your Independent Living Journey 

Moving to independent living offers a chance to enjoy a vibrant and worry-free lifestyle. With the right preparation, you can settle into your new home with confidence and excitement, ready to embrace this new chapter.

Here at Paragon Village Senior Living, we’re ready to guide you through the transition. Schedule a tour to see firsthand how we can make your move into independent living smooth and simple.

Written by Bentley Assisted Living at Paragon Village

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