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Free Assisted Living Checklist

Finding the right Assisted Living Residence for yourself or an aging Loved One is a big step. Using this checklist will guide you to ask vital questions and cover all the bases to find the home that is best for your needs.

An assisted living residence is often sought for adults who are unable to live independently and require custodial care versus round-the-clock care. Assisted living provides a home-type environment and residents can receive a variety of services.

As you embark on this journey it’s important to:

  • Be realistic.  
  • Define the current and future needs of your loved one(s).
  • Develop a budget and approximate timeframe for the services your loved one will need


The LEO team wishes you success in your journey! 

How to Use the Checklist:

• Download a hard copy
• Save it in your computer documents
• Bookmark it in your search bar

Download Guide

Starting With LEO

This checklist is also a great starting point for LEO - our easy-to-use digital planning tool. LEO is a safe and secure “digital lockbox” used to organize and store all of these documents and details; everything from your Last Will & Testament to financial records, life insurance, passwords, and more - stored in one place, simple to access and update at any time. 

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