A TruePath family resource · October 2026

Planning a senior transition: where to start.

A move can bring care, money, housing, and family questions together at once. Start by separating the decisions and identifying who can help with each one.

1. Start with the person and the timing.

Write down their preferences, daily routine, location priorities, and what has prompted the conversation. Is the family planning ahead or working toward a discharge? Ask the existing care team what assessments and support are needed.

2. Establish the care requirements.

Work with qualified professionals to understand the support required. Ask prospective providers how they assess applicants and confirm whether they can meet those needs. TruePath can help connect families with independent evaluators when appropriate.

3. Organize the financial questions.

Identify the available monthly budget and questions for your financial advisor, elder law attorney, or benefits specialist. Ask each provider for a written breakdown of recurring charges, additional care fees, deposits, and change-of-care terms.

4. Compare a manageable set of options.

Use assessed needs, location, budget, and preferences to narrow the search. Bring the same tour checklist to each visit, and compare written information alongside what you observe.

5. Make a separate plan for the home.

A move does not automatically mean selling. Identify ownership, expenses, maintenance, timing, and the person's wishes. If a sale is being considered, Zack can help review the property and market through Keller Williams under a separate agreement. Families choose their own agent and other professionals; TruePath does not purchase or wholesale client homes. Explore what happens to the house.

6. Agree on practical responsibilities.

Decide who will coordinate movers, belongings, records requested by the provider, utilities, and move-in arrangements. Confirm the admission requirements and date with the receiving provider before committing to moving logistics.

7. Plan a check-in after the move.

Ask who the family should contact with questions, how updates will be shared with permission, and when to revisit any unresolved concerns.

This guide organizes planning questions and does not provide medical, legal, financial, or benefits advice. Consult the appropriate professionals for individual decisions.