Assisted Living Checklist and Move Planner for Aging Parents | Printable Tour Questions (Letter + A4)

Bring this to every assisted-living tour.

Print one set of Tour Questions per place and write down the answers in the staff's own words.

Fill in the side-by-side sheet in the car, while it's fresh.

Then the agreement questions, move timeline, and move-day checklist: 31 pages, instant PDF in US Letter and A4.

Choosing assisted living usually means a few tours, a stack of brochures, and a contract to read, often while your family is under time pressure. This planner starts with what matters to your parent, gives you the same questions for every visit, and carries you through the move and the first three months after it.

What's inside (31 pages, US Letter and A4)

• Start: How to Use This Planner in 5 Minutes and Contents

• Before you tour: What Matters Most (filled in with your parent, in their words), Family Roles & Tasks, and Shortlist & Call Log

• On the tour: Tour Questions (3 pages, one copy per facility) and Tour Notes

• Comparing and deciding: Side-by-Side Comparison (2 pages; money lines are left blank for figures from each facility's written fee list) and Agreement Questions for the contract or residency agreement

• Planning the move: Move Timeline, Room Layout & Measurements, Downsizing Plan, Keepsakes & Pass-Along Log, Sales & Donations Tracker, Moving Inventory, and Box & Packing Log

• Paperwork and logistics: Movers & Moving Costs (blank, for your own quotes and expenses), Address & Account Changes, Medication List for the Move, and Important Documents

• Move day and settling in: Move-Day Checklist, About Our Parent (a copy for staff), Daily Routine & Preferences, First 30 Days, Care Team Meeting Notes, and 90-Day Check-In

• Contacts and Sources: the people involved in the move, and the published guidance every item cites

How it works

Fill in What Matters Most with your parent before you tour, and split the jobs on Family Roles & Tasks. Print one set of Tour Questions for each place you visit, and fill in Tour Notes and the comparison sheet right after, while it's fresh. Before signing, take the agreement home and work through the Agreement Questions page. Then use the timeline and move pages to plan the move, give staff the About Our Parent page at move-in, and check in at 30 and 90 days.

Who it's for

Adult children helping a parent move into assisted living, whether you're still touring or already have a move date.

FAQ

• Does it tell us which place to choose? No. It gives you the same questions for every place and one sheet to compare your own answers.

• Does it include costs? No. Money columns are blank. Copy figures only from each facility's written fee list, and record your own movers' quotes and expenses.

• Does it cover my state's rules? No. Rules for assisted living differ by state, and this planner doesn't cover any one state's rules.

• Can I print more than one copy? Yes. Print one set of Tour Questions and Tour Notes per facility, as many as you need.

• What format is it? An instant PDF download in US Letter and A4. Page numbers match in both sizes. Nothing is shipped.

Good to know:

• It pairs with The Caregiver Binder for the long-term care record.

Disclaimer and sources

An organizing tool only, not medical, legal, or financial advice. For contracts, fees, or residents' rights, get answers in writing and consider talking with your long-term care ombudsman or a lawyer. An "Organizing tool, not legal, tax, or medical advice" footer is printed on every page. Every item cites published guidance from the National Institute on Aging, the National Center for Assisted Living, Consumer Voice, the Long Term Care Community Coalition, AARP, the Family Caregiver Alliance, the National Long-Term Care Ombudsman Resource Center, and the Eldercare Locator, listed on the Sources page. This planner isn't affiliated with or endorsed by any of them.