Assisted Living Tour Checklist

Use this worksheet to take notes while visiting assisted living communities and comparing options. This checklist is for general educational purposes only and is not medical, legal, or financial advice.

Community Name:

Date Visited:

Contact Person:

Questions to Ask

☐ What is included in the monthly rate?

☐ Are care-level charges billed separately?

☐ How are medication reminders or medication management handled?

☐ What help is available with bathing, dressing, meals, mobility, or daily routines?

☐ What staffing is available overnight and on weekends?

☐ What happens if care needs increase over time?

☐ What transportation, activities, dining, housekeeping, and laundry services are included?

☐ Are pets allowed? If so, are there restrictions or fees?

☐ Is there a move-in fee, community fee, deposit, or waitlist?

☐ Which services may cost extra?

Notes

Provided by Sherell Wolford, Realtor®
Seniors Real Estate Specialist®
Phone: 407-342-9561 | Email: Sherell@SJWolford.com