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Checklist for Moving to Assisted Living

If you are like me, remembering everything I need to take when I travel is a challenge.  Moving to assisted living, also called community care or seniors’ housing, requires much more planning.  This is a permanent move, but requires a lot of downsizing from a lifetime of collecting “stuff.”  Based on experience with family and friends, and from reviewing other such checklists that I did not find thorough and/or user friendly, I have developed my own.  I hope you find it helpful.  It is printable as a PDF file.

Moving Checklist for Assisted Living



Blair Corkum, CPA, CA, R.F.P., CFP, CFDS, CLU, CHS holds his Chartered Professional Accountant, Chartered Accountant, Registered Financial Planner, Chartered Financial Divorce Specialist as well as several other financial planning related designations. Blair offers hourly based fee-only personal financial planning, holds no investment or insurance licenses, and receives no commissions or referral fees. This publication should not be construed as legal or investment advice. It is neither a definitive analysis of the law nor a substitute for professional advice which you should obtain before acting on information in this article. Information may change as a result of legislation or regulations issued after this article was written.©Blair Corkum