Gather financial and legal documents for Medicaid or VA benefit review● High priority

If applying for Medicaid or VA benefits, documentation of assets, income, and transfers is critical. Consult an elder law attorney.

Review the assisted living contract and understand the costs● High priority

Understand what is included, what costs extra, and what the transition-out process looks like.

Consult an elder law attorney about asset protection● High priority

Medicaid look-back rules and asset transfers have significant legal implications. Consult an elder law attorney before making any financial decisions.

Contact a senior move manager to coordinate the transition

Senior move managers specialize in assisted living transitions and can coordinate everything from downsizing to move day.

Decide what to do with the family home● High priority

Options include: keep as rental, sell, or place in trust. Each has different financial and legal implications.

Identify items to bring to the assisted living room● High priority

Most assisted living rooms accommodate limited furniture. Focus on meaningful, functional items that fit the space.

Offer family members the opportunity to take meaningful items● High priority

Coordinate with family before any sale or donation so no one feels blindsided.

Schedule an estate sale for remaining household contents● High priority

After family takes what they want, an estate sale is the most efficient way to liquidate furniture, art, clothing, and household goods.

Consult a realtor about the right time to sell the home

Timing the home sale with Medicaid planning (if applicable) requires careful coordination. Involve your attorney and realtor together.

Schedule cleanout for after the estate sale

Cleanout companies remove all remaining items and prepare the home for showing.

Consider cash offers if speed is important

If Medicaid planning requires quick asset liquidation, a cash offer may provide the certainty needed.

Redirect mail and update address

File change of address and update Medicare, Social Security, bank accounts, and subscriptions.

Maintain homeowners insurance on the vacant property● High priority

Insurance requirements change when a home becomes vacant. Notify your insurer immediately.