Independent Living Tour Checklist

Use this worksheet to compare independent living communities and record observations during tours. This checklist is for general educational purposes only and is not legal, financial, or healthcare advice.

Community Name:

Date Visited:

Contact Person:

Questions to Ask

☐ What is included in the monthly rent, and which services or amenities cost extra?

☐ Are there entrance, community, security deposit, or other one-time fees?

☐ What lease terms are available, and how are rent increases handled?

☐ Which apartment sizes and floor plans are available, and what accessibility features are offered?

☐ How many meals are included each day, and can I review a current menu or try a meal?

☐ What housekeeping, linen, maintenance, and utility services are included?

☐ What transportation is provided, where does it go, and how far in advance must rides be scheduled?

☐ What activities, fitness programs, outings, and social opportunities are regularly offered?

☐ What emergency response and security measures are available to residents?

☐ Are pets allowed? If so, what size, breed, deposit, or monthly fee requirements apply?

☐ If I need help later, may I bring in my own home care or other outside service providers?

☐ What supportive services are available on-site, and are they provided by the community or by third parties?

☐ What happens if my health or mobility needs change and independent living is no longer appropriate?

☐ How are maintenance requests handled, including urgent problems after normal business hours?

☐ What guest, parking, overnight visitor, and community policies should I know about before signing a lease?

Independent Living Tour Checklist

Questions to Ask

Notes