Senior Living Guidance from an Occupational Therapist | Charlotte NC · Free for most families

    Things to Take When You Move In

    A comprehensive checklist to help ensure you have everything you need for a smooth transition to your new senior living community.

    Essential Documents

    • Birth certificate and Social Security card
    • Driver's license or state ID
    • Insurance cards (health, long-term care, auto)
    • Medicare and Medicaid information
    • Medical records and current medication list
    • Financial documents (bank statements, investment accounts)
    • Legal documents (will, power of attorney, advance directives)
    • Contact information for doctors, family, and friends

    Personal Items

    • Comfortable clothing for all seasons
    • Personal hygiene items and toiletries
    • Favorite photos in frames
    • Cherished books, music, or hobby materials
    • Comfortable bedding and pillows
    • Small furniture pieces that fit the space
    • Door decoration or nameplate to make your entrance easily identifiable
    • Address book or contact list, list of physicians

    Technology and Communication

    • Cell phone and charger
    • Tablet or laptop if you use one
    • Emergency contact numbers programmed in phone
    • Simple instruction cards for technology use
    • Radio for music and news
    • Large-button phone if needed

    Before Moving Day

    • Schedule utility disconnections at old home
    • Forward mail to new address
    • Notify banks and credit card companies of address change
    • Update voter registration
    • Inform doctors and specialists of new address
    • Arrange transportation for moving day
    • Pack a 'first day' bag with essentials

    💡 Pro Tip

    Consider creating a "first week" box with immediate essentials like medications, a change of clothes, important phone numbers, and comfort items. This will help you feel more at ease while you're still unpacking and settling in.

    Need Help with Your Move?

    I can help you plan your move, coordinate with the facility, and ensure you have everything you need for a successful transition.