Community Visit Checklist

A checklist of questions and criteria for selecting the right retirement community.

• Location/Proximity
  • Is it convenient to shopping, medical offices, and local amenities?
  • Is it close enough for visits with friends and family?
  • Are there civic and religious opportunities nearby?
• Services, Health Options, Amenities
  • Does the community offer the services, amenities and activities you want?
  • What health care services does the community offer?
  • What will happen if health care needs change?
  • What does the monthly service fee include?
  • Are you allowed to have pets?
• Is It a Good Fit?
  • What is your first impression when you arrived?
  • Does the staff greet you warmly, listen attentively and answer all your questions?
  • Do you get a good feeling about the community?
  • Are the apartment choices appealing?
  • What are the three most appealing aspects of the community?
• Financial/Move-In Information
  • Is the community’s financial structure explained to your satisfaction?
  • Will you pay real estate taxes or need to carry homeowner’s insurance?
  • Is there an entrance fee? What does it cover?
  • Is all or any portion of the entrance fee refundable?
  • Is any portion of the monthly fee tax-deductible?
  • Who decides when a higher level of care is warranted?
  • Is there a wait list? If so, how does it work?