Active Adult Community Checklist
Questions about HOA and CDD fees, amenities, clubs, homeownership, community rules, and 55+ lifestyle options.
View ChecklistIndependent Living Tour Checklist
Questions about monthly costs, lease terms, meals, housekeeping, transportation, activities, supportive services, and future care needs.
View ChecklistAffordable Senior Housing Checklist
Questions about income requirements, waitlists, application documents, utilities, accessibility, transportation, and community rules.
View ChecklistLife Plan / CCRC Checklist
Questions about entrance fees, contract options, care transitions, monthly fees, amenities, and long-term planning.
View ChecklistAssisted Living Tour Checklist
Questions about monthly costs, care levels, medication support, meals, transportation, staffing, and daily living assistance.
View ChecklistMemory Care Tour Checklist
Questions about dementia training, safety, wandering prevention, staffing, care-plan updates, activities, and communication.
View ChecklistPlanning Tip: These checklists are designed to help you ask informed questions and compare communities more confidently. They complement—but do not replace—professional advice. Community features, pricing, eligibility, fees, care levels, insurance coverage, and availability can change, so always verify details directly with each community and your trusted advisors.
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.