Bob & Anita's Relocation Planner

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📋 Master Moving Checklist & Timeline ​

Use this document to track all actionable tasks leading up to and following Bob and Anita's move from Milton to Cedar Crest in Janesville.

🔄 Ongoing Weekly Support Rhythm (Christian's Weekend Check-ins) ​

Starting immediately, continuing through the move, and extending until they are fully settled at Cedar Crest, Christian will check in every weekend (or close to it) to maintain momentum and address core issues:

  • Progress Tracking: Review this checklist to mark off completed tasks and adjust target timelines.
  • Technology Support: Check phones, tablets, Apple Watch reminders (especially Mom's pill alerts), TV setups, and internet.
  • Medical & Health: Assist with MyChart reviews, prescriptions, and hearing aid maintenance.
  • Food & Groceries: Verify food stock, assist with groceries, and discuss community dining integration.
  • Paperwork & Home Support: Help organize mail, bills, legal forms, real estate papers, and handle light tasks around the home.

⚡ Immediate Actions (Next 2-3 Weeks) ​

  • [ ] Lease & Layout Confirmation (Overture Floor Plan)
    • [ ] Review candidate details in Apartment Candidate.
    • [ ] Walkthrough Scheduled: Tuesday, June 9, 2026 @ 10:00 AM.
      • [ ] Measure doorways and key walls in the Great Room (23'x23') and Bedroom (12'x14') for furniture layout.
      • [ ] Evaluate bad-knee safety (shower entrance, grab bars, threshold transitions).
      • [ ] Walk proximity to elevators, dining areas, and trash disposals to assess physical strain.
    • [ ] Confirm deposit requirements and payment schedule with Ben (verify if it is 10% down to secure the apartment, as Mema recalls).
  • [ ] Financial Initial Steps
    • [ ] Draft the initial budget in Financial Tracker.
    • [ ] Schedule a walkthrough with our realtor, Julie Press, to evaluate Milton house readiness and value.
    • [ ] 2025 Tax Finalization: Retrieve the DFAS 1099-R (via myPay or IRS online transcript) and submit 2025 federal taxes.
  • [ ] Downsizing Launch
    • [ ] Gather packing supplies (boxes, markers, colored tape for room assignment, bubble wrap).
    • [ ] Set dates for sorting through high-priority storage areas (basement, garage, attic).
  • [ ] 💻 Tech & Hearing Aid Reviews
    • [ ] Perform a tech review for each parent (assess conditions of cell phones, tablets, TV setups, and chargers).
    • [ ] Troubleshoot and fix home printer(s) (ensure parents can print tax documents and checklists as needed).
    • [x] Microsoft Family Sharing: Added Stella to Mom's Microsoft Family Plan.
    • [ ] Schedule hearing aid checks for both parents (ensure devices are clean, functional, and chargers, spare batteries, and wax guards are accounted for).
  • [ ] 🩺 Medical & SSM MyChart Setup
    • [ ] Confirm Amy has proxy access established on SSM MyChart for both parents.
    • [ ] Christian: Call SSM Health to create an account and request proxy access to parents' records.
  • [ ] ♿ Accessibility & Safety Assessment
    • [ ] Walk through the Cedar Crest unit to evaluate bad-knee mobility needs (assess grab bar placement, shower stool space, raised toilet seats, check for thresholds/stairs).
    • [ ] Confirm with Cedar Crest management if their maintenance team can install grab bars/safety features prior to move-in.
  • [ ] ⚖️ POA & Legal Preparation
    • [ ] Verify that financial and healthcare Power of Attorney (POA) documents are signed, valid, and located.
    • [ ] Share copies with SSM Health (medical record system) and Cedar Crest administration.
  • [ ] 🚨 Emergency Alerts & Medication Plan
    • [ ] Request/confirm emergency call systems (pendant buttons) from Cedar Crest.
    • [ ] Verify/establish medication reminder systems:
      • [ ] Mom: Apple Health app + Apple Watch reminders (verify watch notifications are active and charger is ready to pack).
      • [ ] Dad: Set up a dispenser or check-in system suitable for his memory needs.

📅 One Month Before Move (Target: ~July 2026) ​

  • [ ] Booking & Logistics
    • [ ] Get at least 2-3 quotes from local moving companies (Janesville/Milton area).
    • [ ] Book the movers and confirm if they offer packing services.
    • [ ] Secure a parking permit or loading dock access at Cedar Crest for the moving truck on move day.
  • [ ] House Sorting & Estate Prep
    • [ ] Host a family gathering to claim heirlooms/keepsakes.
    • [ ] Coordinate a garage sale, estate sale, or donation pick-ups for non-essential items.
  • [ ] Address & Services
    • [ ] File change of address with the USPS (effective on move date).
    • [ ] Schedule utility disconnections/transfers in Contacts & Utility Checklist.
  • [ ] 🚗 Driving & Vehicle Transition
    • [ ] Conduct family/parent discussion regarding driving status and safety.
    • [ ] Research and evaluate modern vehicles with advanced driver-assist safety features (e.g., blind-spot monitoring, forward collision warning, backup cameras, and comfortable seat-entry height for bad knees).
    • [ ] Vehicle Transitions: Transfer the Ford Escape to Timothy and the 2018 Toyota Prius to Stella (including title transfers and updating insurance/DMV records).
    • [ ] Coordinate vehicle parking spot booking at Cedar Crest for the new modern vehicle.

📦 Two Weeks Before Move ​

  • [ ] Deep Packing Phase
    • [ ] Pack out-of-season clothes, books, decorative items, and guest rooms.
    • [ ] Label boxes clearly on top and at least two sides with: Room Destination and Brief Contents.
  • [ ] Administration
    • [ ] Notify banks, credit cards, insurance companies, and Medicare/health insurance of address change.
    • [ ] Verify prescription transfers to a Janesville pharmacy if needed.

⏳ One Week Before Move ​

  • [ ] Final Packing & Prep
    • [ ] Pack all remaining items except daily essentials.
    • [ ] Create the "Day-One Essentials Box" (medications, daily toiletries, phone chargers, kettle/cups, change of clothes, scissors, trash bags).
    • [ ] Defrost the refrigerator and clean out kitchen cabinets.
  • [ ] Move Logistics Confirmation
    • [ ] Call the moving company to confirm details (arrival time, crew size, address details).
    • [ ] Confirm Cedar Crest key pickup time and staff contact for move day.

🚚 Move Day ​

  • [ ] At Milton (965 Rainbow Dr)
    • [ ] Dad's Day Schedule: Arrange for Dad to spend the bulk of move day off-site with a family member (e.g., getting lunch, visiting friends) to keep the day relaxed and positive while his belongings are loaded.
    • [ ] Meet the movers, walk them through the house to highlight fragile items.
    • [ ] Do a final walkthrough of every room, closet, basement, and garage once the truck is loaded.
    • [ ] Lock all windows and doors, turn off HVAC/thermostats, and hand over keys (if required for sale).
  • [ ] At Cedar Crest
    • [ ] Comfort Seating Setup: Set up comfortable chairs immediately in a quiet corner of the new apartment so Mom and Dad can sit comfortably and relax while unloading takes place.
    • [ ] Arrive before the movers to inspect the apartment and lay down floor protectors if needed.
    • [ ] Place floorplan/furniture layout sheet on the wall so movers know where to put large furniture items.
    • [ ] Direct movers where to place boxes based on room labels.
    • [ ] Assemble and make the beds first so Mom and Dad can rest as soon as they need to.
    • [ ] Unpack the "Day-One Essentials Box" immediately.

🏡 Post-Move (First Week in Janesville) ​

  • [ ] Set up the kitchen and bathroom essentials for immediate comfort.
  • [ ] Hang familiar pictures and arrange cherished decorations to help the space feel like home.
  • [ ] 🧠 Cognitive Orientation Setup: Arrange Dad's favorite chair, familiar clocks, calendars, and family photos in high-visibility spots to anchor him. Keep layouts intuitive to prevent confusion.
  • [ ] 💬 Social Routine Integration: Connect with Cedar Crest's activities/lifestyle director to arrange low-stress socialization opportunities (e.g., dining programs, walking groups, or hobby sessions) to establish a grounding daily routine.
  • [ ] ♿ Bad-Knee Home Optimization: Ensure all area rugs are secured or removed (major trip hazards), pathways are completely clear, and daily items in the kitchen and bathroom are kept at waist-to-chest height to eliminate bending or high-reaching.
  • [ ] Introduce Mom and Dad to the Cedar Crest community coordinator or neighbors.
  • [ ] 📋 Cedar Crest Daily Logistics: Finalize meal plans, laundry preferences, pet details (if applicable), and key fob configurations with Cedar Crest.
  • [ ] Check mailbox for forwarded mail and test new keys/fobs.
  • [ ] Update registration for any vehicles and voter registration (if required).

📅 First 30 Days Transition & Family Support Schedule ​

To support Mom and Dad in adjusting to their new surroundings and establishing a comfortable routine, coordinate a family rotation schedule.

  • [ ] Week 1 (Unpacking & Orientation)
    • [ ] Set up a family rotation to provide daily on-site help with unpacking boxes and setting up tech.
    • [ ] Accompany parents to Cedar Crest dining hall for meals to introduce them to other residents.
  • [ ] Week 2 (Developing Routine)
    • [ ] Establish weekly grocery delivery or coordinate shopping trips.
    • [ ] Test the emergency alert systems (wearable pendants) and refine the daily medication schedule.
  • [ ] Weeks 3-4 (Social Integration)
    • [ ] Accompany Dad/Mom to their first organized community activities (e.g., coffee hour, card games, exercise class).
    • [ ] Schedule a family Sunday dinner to celebrate the completed move and check in on how they are settling.

Family relocation planner for Mom & Dad.

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