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Checklist: When Is It Time for Assisted Living?

Checklist: When Is It Time for Assisted Living?

July 31, 2025

As our loved ones age, it can be difficult to know when additional support is needed. Use this quick checklist to help identify signs that may indicate it's time to consider assisted living.

Common Warning Signs:

Medication Issues

☐ Missed doses or unfilled prescriptions

☐ Mixing up pills or taking incorrect amounts

☐ Worsening health due to improper use

Nutrition & Groceries

☐ Frequently spoiled or expired food

☐ Empty cupboards or unusual food choices

Daily Tasks

☐ Unopened mail, unpaid bills

☐ Difficulty managing checkbooks or credit cards

Social Withdrawal

☐ Reduced social visits or outings

☐ Fear of driving or recent minor accidents

Hygiene & Home Care

☐ Poor personal hygiene or inappropriate clothing

☐ Cluttered or unclean living space

☐ Pets neglected

Unusual Behavior

☐ Ordering unnecessary items

☐ Frequent, panicked calls to family or 911

Planning Proactively

Although it’s never easy to admit a loved one may need extra help, delaying care can do more harm than good. Recognizing the signs early can lead to a smoother transition and better quality of life.

Need help planning ahead?

At WestPac Wealth Partners, we understand the financial and emotional complexity of elder care decisions. Reach out today for support in planning ahead for the health and well-being of those you love. Let’s have a conversation about your options.


Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4116642. | 8182255.1 Exp. 07/25