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Published on:

19th Sep 2025

261. 'Wait, You're Not There When We Move In?' Roles and Responsibilities of Senior Placement Agencies

Navigating the world of senior living can be quite a maze, especially when you're trying to figure out where the responsibilities of a senior placement service end and the duties of a senior community begin. Some families I've worked with have found themselves unsure about this transition, leading to confusion on move-in day and beyond. It's a common concern: knowing who to turn to for answers when it comes to important details like parking the moving truck or discussing care needs. These are things most people don't think about until they're knee-deep in the process, so let's start clearing up where my role as a senior placement advisor ends and where the community's responsibilities begin.

Chapters:

  • 00:00 Introduction and Moving Day Questions
  • 00:26 Welcome to Aging and Style with Lori Williams
  • 00:55 Clarifying the Role of Senior Placement Services
  • 01:31 How Senior Placement Services Help You
  • 04:33 Transitioning to Community Care
  • 06:06 Common Questions During the Move
  • 09:24 Ongoing Support and Communication
  • 11:40 Conclusion and Podcast Subscription Reminder

In my years of experience, I've seen many families, like the sweet family I worked with recently, find themselves unsure about which questions to direct to whom. It often boils down to ensuring everyone is on the same page, which can make all the difference in transitioning smoothly into a senior community. Let's dive into why this understanding is so crucial and how it can make your journey to finding the right care environment more seamless.

As a senior placement service, my team and I are here to help you sift through the dizzying array of senior housing options. Whether it's an independent living facility, assisted living, memory care, or a residential care home, we are your guides through the process. We listen to your stories, your needs, and even preferences, such as garden-loving mothers or casino-going dads. Our goal is to match you with two to three communities that we believe fit best based on our knowledge and relationships with these communities.

But once you've chosen that perfect community, our role begins to change. While we stay in touch and provide guidance throughout the transition, the community is now in the spotlight. Their team, including executive directors, marketing and sales directors, nurses, and caregivers will be the ones you turn to for questions involving the community and care needs.

It's important to emphasize that, though it may seem like one cohesive journey, it's a handover. Similar to a realtor helping you find a new home, once you're ready to call it your own, it's the community itself that becomes your new point of contact. They oversee everything from health care management to everyday logistics, like parking on that all-important move-in day. Of course, I’m just a message away if questions arise or circumstances change significantly.

A common mix-up occurs when families ask me to join them on moving day. I appreciate being part of your journey, but carrying the couch isn't part of my job description! Instead, I connect you with trusted packers and movers, individuals who excel at this facet of the move and ensure it all goes smoothly.

And let's not forget about those critical questions concerning medication management and care needs. These are also domains where the community really takes the lead, thanks to their accredited staff who are dedicated to maintaining the necessary health standards and protocols.

I often remind families that they need to establish strong rapport and communication channels with their community's team once they have moved in. Issues will arise, questions will pop up, and knowing who to direct them to makes all the difference in ensuring your loved one remains happy and safe.

In instances where care needs change—say if your loved one develops dementia or if the community undergoes significant changes like a sale or staff turnover—this is when you circle back to me. I am always available to answer questions, assist with transitioning to another level of care or to another community altogether.

Ultimately, my goal as a senior placement advisor is to ensure you or your loved one thrives in a community where they're comfortable and safe. Remember, our relationship is much like partners at different points in this journey. Understanding each other’s roles is not only essential for a smoother transition but also for maintaining peace of mind throughout.


Resources mentioned in this episode:

Get my new book, 'Surrounded by Love: One's Family Journey Through Stroke Recovery': https://loriwilliams-seniorservices.com/book

To suggest a topic, be a guest or support the podcast, please email Lori@Loriwilliams-seniorservices.com

For more senior resources and to sign up for the newsletter, please visit:

https://www.facebook.com/LoriWilliamsSeniorServices/

https://www.instagram.com/theloriwilliams/

https://www.linkedin.com/in/theloriwilliams/

https://loriwilliams-seniorservices.com/aging-in-style-podcast/

Paperwork you need before moving to senior housing:

https://www.loriwilliams-seniorservices.com/aging-in-style-podcast/episode/24c2f6eb/256-paperwork-you-need-before-moving-to-assisted-living-and-memory-care

12 items you should NOT take to assisted living:

https://www.loriwilliams-seniorservices.com/aging-in-style-podcast/episode/3c7a064e/250-12-items-you-should-not-take-to-assisted-living

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About the Podcast

Aging in Style with Lori Williams
Aging in Style with Lori Williams is about finding the silver lining no matter what life throws at you. Whether you're a caregiver or an older adult, you can count on author and multi-award-winning senior living expert Lori Williams to provide you with education and resources on all aspects of aging. The podcast will introduce you to aging experts and inspirational seniors.
Lori pulls from her experience as the caregiver for her husband Mark who is a stroke survivor, and shares how to pay for care, navigate senior housing options, advocate for your loved one's care, and most importantly, learn to thrive not just survive as you age.
loriwilliams-seniorservices.com

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Lori Williams