| Task Description | Month to complete | Done |
|---|
|
| If you are moving for work purposes, study company relocation policy to see what expenses are covered and which vendors are approved |
One | |
| Check which moving expenses will be tax deductible |
One | |
| Contact Jim Gorman and the HomeSmart Team to market your home |
One | |
| Estimate moving van costs |
One | |
| Contact Jim Gorman to assist you in securing a REALTOR® in your new city |
One | |
| Contact moving van lines for estimates |
One | |
| Estimate the amount you can spend on a house |
Two | |
| Consider having your home inspected for new owners. |
Two | |
| Have a lender prequalify you for a mortgage before you shop for a home |
Two | |
| Check into self-storage facilities |
Two | |
| Research options for temporary furnished housing |
Two | |
| Choose the van line for your move |
Two | |
| Update your address book of friends and relatives |
Two | |
| Make a list of people you need to notify |
Two | |
| Obtain a change of address kit from the post office |
Two | |
| Begin filling out change of address notifications |
Two | |
| Begin sorting out those items you do not plan to move |
Two | |
| Plan a date for a garage sale |
Two | |
| Choose a new house |
Two | |
| Arrange house financing and set tentative closing dates |
Two | |
| Obtain information from area religious institutions |
Two | |
| Check how to obtain new driver's licenses, license plates |
Two | |
| Contact an agent for new home, auto insurance |
Two | |
| Select a new bank, establish accounts and safe deposit box |
Two | |
| Plan how you will arrange furniture in your new residence, and make a list of things you will need to buy |
Two | |
| If you have not yet found a new residence, obtain a post office box for forwarding |
Two | |
| Obtain names, phone numbers, and requirements (such as deposits) for utility companies |
Two | |
| Schedule pickup and delivery dates with your mover and arrange storage, if needed |
Two | |
| Sort belongings into those you will dispose of, take with you, and ship with mover |
Two | |
| For high value items you will be shipping, obtain an appraisal and gather receipts |
Two | |
| Make your travel arrangements |
Two | |
| Hold your garage sale, give items to charity |
Three | |
| Verify your schedules with real estate agents, landlords, and arrange interim housing if needed |
Three | |
| Reconfirm with your mover dates for packing, pick-up and delivery |
Three | |
| Send out change of address cards to post office, friends, relatives, magazines |
Three | |
| Gather personal records from doctors, dentists, lawyers, accountants, schools, religious institutions |
Three | |
| Notify current utilities--gas, phone, electric, water, cable TV--of disconnect dates and forwarding address |
Three | |
| Contact new utilities to tell them when to commence service |
Three | |
| Notify you credit card companies of change of address |
Three | |
| Apply for new bank cards and local store charge accounts |
Three | |
| Plan where to spend your last night in current city |
Three | |
| Transfer bank accounts and safe deposit box |
Three | |
| Notify your stock broker or investment counselor |
Three | |
| Settle any outstanding bills |
Three | |
| If you are moving from a high-rise, reserve the elevator for moving day |
Three | |
| Drain oil and gas from your power equipment |
Three | |
| Cancel deliveries and services, such as newspapers, diaper service, and trash collection as of moving day |
Three | |
| Find the perfect art and frames for your new home, visit http://www.artuframe.com. |
Three | |
| Order newspaper subscription for your new address |
Three | |
| Defrost freezer. Get rid of perishable food you won't eat before moving |
Three | |
| Give your plants a loving home |
Three | |
| If you are driving, have your car serviced |
Three | |
| Pack your luggage and anything you are taking with you |
Four | |
| Use only those household items you absolutely need--everything else should be ready to go |
Four | |
| Obtain traveler's checks for trip expenses and payment to movers |
Four | |
| Return telephones to the phone company if they are leased |
Four | |
| Before the movers leave, check through the house, including the attic, to make sure nothing was missed |
Four | |
| Stay overnight in a hotel, or with friends or family. Leave next morning fresh for your new home |
Four | |