Active adult community
Step 1 · Active Adult

Active Adult Community Checklist

Questions about HOA and CDD fees, amenities, clubs, homeownership, community rules, and 55+ lifestyle options.

Independent living community
Step 2 · Independent Living

Independent Living Tour Checklist

Questions about monthly costs, lease terms, meals, housekeeping, transportation, activities, supportive services, and future care needs.

Senior housing community
Affordability & Eligibility

Affordable Senior Housing Checklist

Questions about income requirements, waitlists, application documents, utilities, accessibility, transportation, and community rules.

Assisted living community
Step 3 · Assisted Living

Assisted Living Tour Checklist

Questions about monthly costs, care levels, medication support, meals, transportation, staffing, and daily living assistance.

Memory care community
Step 4 · Memory Care

Memory Care Tour Checklist

Questions about dementia training, safety, wandering prevention, staffing, care-plan updates, activities, and communication.

Life Plan or continuing care retirement community
Full Continuum · Life Plan / CCRC

Life Plan / CCRC Checklist

Questions about entrance fees, contract options, care transitions, monthly fees, amenities, and long-term planning.

Continue Exploring Your Options

Your checklist is one part of the planning process. Explore the senior housing journey, learn about local communities, consider how different options may be funded, and see where real estate decisions may fit.

Illustration of people exploring senior living options

Senior Housing Journey

See how active adult living, independent living, assisted living, memory care, and Life Plan communities fit into the broader picture.

Explore the Journey
Explore senior living communities in Central Florida

Local Senior Living Profiles

Explore Central Florida communities by housing type, location, services, amenities, costs, and other details worth considering.

Explore Communities
Planning how to pay for senior living

Paying for Senior Living

Learn about common funding sources, home sale proceeds, long-term care insurance, veterans benefits, and planning questions.

Learn More
Seniors Real Estate Specialist resources

Work With an SRES®

See how a Seniors Real Estate Specialist® can help with downsizing, selling, buying, timing, and transition planning.

Learn More

These resources are meant to support thoughtful conversations — not replace advice from medical, legal, financial, or care professionals. Use them to organize your questions and understand where real estate decisions may fit into the larger plan.

How a Seniors Real Estate Specialist® Can Help

Choosing a senior living community is often only one part of a larger transition. While the community can answer questions about care, services, pricing, and availability, a Seniors Real Estate Specialist® can help with the real estate decisions that often surround the move.

  • Talk through whether selling, renting, or holding a current home makes sense
  • Help estimate timing, preparation steps, and likely net proceeds
  • Coordinate the real estate timeline around move-in dates and care needs
  • Support downsizing conversations with patience and respect
  • Help connect residents and their support network with trusted local resources

Thinking through your next chapter?


Whether you are planning ahead for yourself or helping a loved one make a move, I can help you explore the real estate side of your options with patience, clarity, and care.