Closing Checklist

With the excitement of closing on a new home, there is also much that needs to be done — often quickly. Here is a helpful checklist to keep in mind as you get close to owning your home and moving in.

ClosingChecklist

Plan Ahead:

  • Get estimates from several moving companies or truck rental companies – they vary. Arrange any special moving services, such as for a piano or a pool table. Purchase moving insurance. Your movers liability for lost of damaged items will likely not equal replacement cost of your possessions.
  • Transfer your bank accounts if leaving the area.
  • Obtain your children’s school records to make for an easier transfer.
  • Draw up a floor plan to show the movers where your furniture should be placed. This diagram will help avoid confusion for you and your movers.
  • Close-out local charge accounts.
  • Record expenses incurred during your house-hunting trips. Save your moving expense receipts for tax deductions (if your move is employment related).

Don’t Forget:

  • Cancel or transfer deliveries, newspaper, garbage collection, etc… Coordinate the transfer of gas, electric, water & sewer with the next occupant the home you’re leaving, as well as with the seller of your new home, so as to avoid lapses in service, and in some cases, reconnect fees.
  • Gather all valuables, jewelry, and important papers to take with you personally.
  • Have the car serviced for the trip.
  • Get deposit refunds from your present utility and phone companies and arrange for service in your new home.
  • Change of address notification – Post office, charge accounts, subscriptions (2 weeks in advance), relatives & friends, national and alumni organizations, church, mail order clubs (books, music, catalogues), firms with which you have time payments, past employer in order to receive your W-2 form.

Pat takes real estate very seriously, so if you want to find an agent who is as invested in the process as yourself, Pat is the agent for you.

- Satisfied Client, 2013