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Assisted Living · Guide

Assisted living touring checklist

Questions to ask and what to look for when visiting a community.

Look beyond a community's appearance, amenities, or monthly cost. For example, the quality of care, the staff, and the contract terms matter just as much.

First, visit more than one community whenever possible. Then meet with staff, observe daily activities, and review the resident agreement carefully before you decide. Also, bring this list on each visit and take notes, so communities are easier to compare afterward.

Questions to ask

Care and staffing

Start with the basics: who provides care, and how the community decides what each resident needs.

Can the community provide the personal assistance the resident needs today?

How does the community assess care needs, and how often does it review them?

Who is on staff during the day and overnight?

Which nursing services does the community offer, and when are licensed nurses on site?

If a resident needs more help later, can they stay, or would they need to move?

Health changes

Next, ask how the community handles a hospital stay or a change in health.

What are the community's policies for hospitalization, rehabilitation, and returning to the community?

Daily life and family

In addition, consider what everyday life feels like for residents and their families.

Do the social activities and dining options fit the resident's interests?

How does the community involve families in care planning and communication?

Safety and records

Finally, confirm how the community protects residents and what the state's records show.

How does the community prepare for emergencies and hurricanes?

What do state licensing and inspection records show?

What to observe during a visit

During your visit, pay attention to everyday details as well as the formal tour.

✓  How staff speak with and respond to residents
✓  Cleanliness and upkeep of common areas and apartments
✓  Whether residents take part in activities or sit idle
✓  A meal in the dining room, if you can join one
✓  How quickly staff answer calls for assistance

What to review before signing

Before you sign anything, ask for copies of these documents and review them carefully at home.

✓  The resident agreement and fee schedule
✓  How and when fees can change
✓  Policies for a resident whose needs change
✓  Notice, discharge, and refund provisions

An important distinction

My role in your transition

My primary professional role is to help families navigate the real estate and home-sale side of a potential move: understanding the home's value, timing the sale, preparing the property, and coordinating the details along the way.

I don't assess medical needs or determine the appropriate level of care. The choice of a community belongs to the individual and their family, guided by healthcare professionals and the community's care assessment team.

Let's talk about your housing options

Meanwhile, as you visit communities, I can help you plan the timing and preparation of your current home.