Life Plan / CCRC Tour Checklist

Use this worksheet to compare Life Plan Communities (also called Continuing Care Retirement Communities or CCRCs) and record observations during tours. 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 levels of care are offered on campus?

☐ Does the community include independent living, assisted living, memory care, and skilled nursing?

☐ What entrance fee options are available?

☐ Is any portion of the entrance fee refundable?

☐ What is included in the monthly fee?

☐ How are future fee increases determined?

☐ What happens financially if care needs increase over time?

☐ Are healthcare services available on-site?

☐ Are there guaranteed access provisions for higher levels of care?

☐ What dining options, transportation, housekeeping, and maintenance services are included?

☐ What social, educational, fitness, or wellness programs are offered?

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

☐ What are the average wait times for different residence types?

☐ Are residents able to customize or renovate their residences?

☐ How involved are residents in community decisions and activities?

Life Plan / CCRC Tour Checklist

Questions to Ask

Notes