Planning to move in the spring? Here’s how to get ready!

It’s the fall now.  Halloween is in a few days, and Christmas is right around the corner.  It’s tempting to not think about moving to senior housing until the blur of the holiday season dies down, but doing a few items of prep work today can give you a huge boost in the spring when you begin your search for senior housing.

Here are three things that you can do now to ease the moving process later:

  • “Fall” cleaning. Take stock of the things that you want to take to a retirement community and get rid of the rest.  If the kids are coming for the holidays, send them home with things that you want them to have.   If you’re feeling overwhelmed by all of things that have accumulated during your time in your home, you can hire a moving specialist who will help you organize your things, sell or donate what you don’t want to keep, pack the things that you do want, stage and sell your home, and organize your move to the community.  You literally don’t have to lift a finger if you don’t want to.
  • Document collection.  There’s all sorts of documentation that retirement communities require prior to moving in.  If you want to be prepared for your move, you’ll want to gather the following: your living will (living wills typically contain your advance directive, physician designation, power of attorney, and organ donation if applicable), proof of financial ability (tax return for the past 2-3 years, bank and financial statements), and emergency contact information
  • Financial planning visit.  If you haven’t already done so, go talk to your financial planner and ask about your options for senior housing.  Knowing how much you can afford will help you narrow your search and avoid wasting time on communities that are outside your price range.

Moving into senior housing can be intimidating.  Sometimes, even thinking about getting started is tough.  But, doing a little bit each day can help you accomplish your goals by spring!

This post was made possible by Churchill Estates, a luxury independent living community located in Dallas, Texas.

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