Make sure all of the places you do business with, the services you use, and groups you’re a part of know how to contact you at your new address by sending them a change of address card. ❑ A letter addressing any personal issues (e.g., your preferences for any end-of-life desires such as burial or cremation, any personal comments to friends or family) Change of address checklist ❑ Trusts, wills, and any codicils or amendments, including durable power of attorney and advance directives ❑ Social Security and Medicare cards, passport, and birth certificate ❑ List and account numbers of checking accounts, savings accounts and credit cards ❑ Copies of federal and state income tax returns from the past five years ❑ Pictures or videos of your personal possessions - including approximate values of treasured possessions can be helpful in the event of an insurance claim ❑ Personal assets, including savings accounts, pension or retirement plan income CDs stocks bonds insurance policies titles to cars, boats, homes, etc. ❑ Names, contact information, and brief descriptions of your doctors, attorneys, accountants, bankers, brokers and insurance agents Third, tell your loved ones where they can find - and how they can access - all these vital documents. Second, scan vital documents and store them online. First, place important information in a safe deposit box or fireproof safe. This guide contains downsizing checklists for seniors and helpful suggestions to make your move as easy as possible. That way you can worry less about managing your move and focus more on the possibilities of your new lifestyle.ĭOWNLOADABLE PDF Downsizing and moving guideĬongratulations on your decision. We’ve compiled a checklist for seniors downsizing to help you sort through your important papers, update documents and coordinate the move. While it can be a lot of work, with the right help it can also be exciting. You’ve made the big decision and are now ready to move to your new home. Learn who benefits most from home care options, hospice care and respite care. ![]() Residential living that provides a range of personalized help with activities of daily living.Ĭommunities that provide progressive levels of care on a single campus, allowing adjustments when health needs change.Ĭommunities specially designed to support adults living with Alzheimer’s disease or another type of dementia.Ī licensed residential facility that offers on-site skilled care for those who need a higher level of care than an assisted living facility can provide. It’s ideal for seniors seeking a vibrant social environment. Residential living for older adults who don’t need assistance. ![]() ![]() Get a more in-depth overview of senior living options to choose from.Ĭommunities that offer relatively maintenance-free independent living residences to those ages 55 and over.
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