How to Prepare for a Move to a Retirement Home: A Checklist

Transitioning to a retirement home can be both an exciting and challenging time. It’s a significant life change that requires careful planning and preparation. In this article, we aim to make the process as stress-free as possible.

We will provide you with a comprehensive checklist to ensure you have all the information needed to make your move successful and comfortable. Whether you’re planning your own transition or helping a loved one, this guide will help you navigate through this important phase of life.

Summary:

1. Determine Your Needs and Preferences
2. Plan Your Budget
3. Declutter and Downsize
4. Create a Moving Plan
5. Notify Important Parties
6. Prepare Your New Home
7. Pack Essential Items Separately
8. Take Care of Yourself

1. Determine Your Needs and Preferences

Before starting your search for a retirement home, assess your needs and preferences.  Consider the type of lifestyle you want, the level of care you might need, and the amenities that are important to you. Choosing the right retirement home is a big decision, so start by asking questions like:

• Are you looking for a community with an active social calendar?
• Do you need assistance with daily tasks such as bathing or medication management?
• Would you prefer a facility with a gym, library, or art classes?

Understanding your needs and preferences will help you narrow down your options and choose a retirement home that aligns with your lifestyle and health requirements.

2. Plan Your Budget

Retirement homes can vary significantly in cost, depending on the location and level of care needed. Take into account all expenses. These can vary greatly depending on factors like location, size, types of amenities offered, and level of care provided. Factor in potential additional costs such as meals, utilities, and personal care services.

Don’t forget to consider the costs of moving, including hiring movers or renting a truck, packing supplies, and potential storage fees. You should also consider the financial implications of selling, renting out, or maintaining your current home.

Once you have a clear picture of the costs, compare this with your income, savings, pensions, and any other financial resources. This will help you determine what you can afford and identify any gaps that need to be addressed

3. Declutter and Downsize

The process of decluttering and minimizing possessions is a big step in preparing for the transition to a retirement home. Begin by going through all your items, and identifying what you would like to bring to your environment. Focus on essential items and cherished keepsakes that will help you feel like home in your new space.

As you sift through your possessions, begin early and don’t rush. This process can be emotional and time-intensive. Don’t forget to factor in the dimensions and design of your new home, ensuring that the furniture you bring will fit comfortably.

4. Create a Moving Plan

Moving is a big task, and it’s crucial to have a plan in place to make the process as smooth as possible. Start by finalizing your choice of retirement community and sending in any necessary deposits. Secure a copy of the new room’s layout and the community’s floor plan to help you plan where your belongings will go.

Then, select a moving date, taking into account any restrictions the community might have on move-in days or times. It’s also advisable to inquire about pre-move paperwork that needs to be completed.

5. Notify Important Parties

Before your move, it’s essential to notify important parties of your change in residence. This includes immediate family members, friends, healthcare providers, financial institutions, insurance companies, and any subscriptions or services you receive at your current address. If applicable, arrange for the transfer of prescriptions to a pharmacy near your new residence.

6. Prepare Your New Home

Start by obtaining a floor plan of your new residence, this will allow you to plan where your furniture and possessions will go. Make your new space feel like home by incorporating personal touches, such as hanging family photos and sentimental artwork.

Ensure that essential services are set up, including phone, internet, and cable, if desired. If possible, have someone assigned to meet the movers at your new residence to ensure a smooth transition.

7. Pack Essential Items Separately

Packing essential items separately ensures they are easily accessible during the transition period. Typically, these essentials include medications, important documents, a few changes of clothes, toiletries, and any other items you’ll need immediately upon arrival.

It’s also a good idea to pack a comfort box containing items that make you feel at home, such as favorite books, family photos, or cozy blankets. Ensuring that these key items are readily available can help make your first few days in the retirement home more comfortable and less stressful.

8. Take Care of Yourself

Finally, remember to prioritize your well-being during this transition. The process of moving can be both physically and emotionally demanding, so don’t hesitate to pause and rely on your network of support for assistance.

If you or a loved one are thinking about moving to a retirement home in Wauwatosa, Wisconsin, look no further than Harwood Place. Our community offers a vibrant and active lifestyle, top-notch care services, and a variety of luxury amenities to ensure our residents’ comfort and well-being. Contact us for more information on how our Wauwatosa senior living at Harwood Place can help make the move to retirement living stress-free and enjoyable.