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Ten Important Steps Before Relocating

Getting ready to relocate and move is both exciting and challenging. With all the details, being well-prepared is crucial for success. Discover the ten important steps before relocating to ensure a smoother transition.

  1. Do the Research

Are you moving out of town or to another state? Either way, research to get a feel for the location. Request local brochures and maps from the chamber of commerce to learn more about the various neighborhoods. Researching helps you prepare for a new lifestyle in another area.

Search online and local townships to familiarize yourself with demographics, schools, crime, and real estate. Also, find out the proximity to places such as shopping, medical facilities, and recreation. House hunters need to learn this information firsthand as real estate agents cannot discuss these factors.

  1. Establish a Moving Budget

How much will it cost to move? Moving is typically more expensive the further you go. First, consider the cost of travel, packing and moving essential items, garbage removal, storage, and other moving expenses. Then, decide how much you can spend on the move to make decisions such as hiring a moving company versus doing it yourself in a rental truck. 

Plus, consider other costs after moving. For example, will expenses such as auto insurance cost more? Figure these expenses into your new household budget. Also, will you need to pay taxes in two places? Some questions may require assistance from a financial professional. Finally, always try to put away extra money for unexpected expenses.

  1. Map Out the Relocation Site

Do you know the place you’re moving to? If possible, visit the relocation site to map out the area. Then, visit local venues to feel the neighborhood and decide where you would be comfortable. Also, many home buyers want to live near places of employment to minimize their commute.

Consider whether you want to be near shopping and schools or natural features, such as parks and lakes. Google Maps can help you figure out the layout, especially if you can’t take a trip to the place. In addition, understanding the layout of the land enables you to search for properties in preferred areas.

  1. Get Organized

Do you have everything you need together? Getting organized is critical during the hectic days when you relocate and move. Establish a moving file that stays with you through the journey. Include necessary paperwork, such as deeds and recent tax returns. Consider storing personal documents in a safe deposit box, such as birth certificates and marriage licenses. Remember to take them with you when moving.

Then clean out your home and storage unit to streamline the moving process. Most people have more unnecessary items around than they think. If this is the case, get a dumpster to quickly and efficiently dispose of junk. Plus, your house shows better when it is tidy and uncluttered. 

  1. Assemble Your Professional Team

Are you ready for some help relocating? A successful move requires assistance from a professional team. First, find your preferred mortgage broker, real estate agent, accountant, lawyer, moving company, and handyman. Verify their credentials and discuss the terms to ensure everything goes smoothly. Also, choose professionals who communicate effectively and make you feel at ease.

Then ask the critical questions about relocating so you are well-prepared. For example, a mortgage pre-approval helps you know how much you can spend on a new house. A dedicated team provides valuable information to help you make the best decisions.

  1. Find a New Home

Are you prepared to relocate and move? Once everything is in order, it’s time to find your new home! Enlist the assistance of your professional team to find the right house. Also, your real estate agent can offer resources to help you search online to find potential properties. Finally, remember to include house hunting time in your busy schedule.

If your employer is paying for relocation, get the financials in order. Are you unable to travel to see the homes? Fortunately, video tours and 3D visuals help house hunters shop remotely. Ask your agent about live tours on social media so that you can ask questions along the way. Once you find the right house, work with your team to prepare the paperwork and review the terms to ensure everything goes smoothly. 

  1. Plan Out Packing

What do you need to be comfortable in your new house? Many people relocating decide to buy new furniture and essentials. If so, make sure to have accurate measurements for everything to fit correctly in the rooms. However, you will still need to move clothing, photos, and other personal items.

Start by packing a suitcase of necessities for each household member if the move is delayed or items are lost. Everyone will be more comfortable with a change of clothes and underwear, pajamas, and toiletries. Are you hiring a mover or doing it yourself? Either way, get the essential supplies and mark everything so unpacking is easier.

  1. Monitor Memberships and Licenses

Are you a professional, drive a car, or have pets? Relocating out of state usually means getting new licenses. Find out the requirements to get to work, drive, and have the dogs when you move. Plus, keep in mind items such as a library card that you’ll need in a new neighborhood.

Other considerations are club memberships and utilities. If you belong to a community organization, you may need to join another chapter or club when you move. Additionally, you may need utilities in two locations to move smoothly. Simplify the process using a free moving concierge service, such as

  1. Pick the Moving Date

Are the contracts signed and a closing date set? Now it’s time to choose the moving date! 

Keep in mind factors such as work and school schedules, weather, and availability of movers to pick a date. Also, moving during the holidays or weekends often means paying higher service rates. 

Ideally, start packing about a month before the moving date. Give yourself plenty of time sorting, organizing, ordering moving supplies, and packing. Take advantage of services such as the Salvation Army and Goodwill that pick up donations for free, such as furniture or bedding in good condition.

  1. Be Ready for Your New Neighborhood

Are you ready for your new neighborhood? From joining a new gym to establishing a primary care physician, start preparing for the move. Cancel old memberships and create new ones. Also, ask for essential records to register for school and new medical providers. For example, many schools request evidence of immunization.

Also, are you driving to the new house? If not, you may need to schedule a car transfer service. Remember to forward your mail, register to vote, and let everyone know you are relocating. Finally, consider hiring a cleaning service and handyman so you can move in with peace of mind. And make sure you have keys to your new house – and you leave keys for the new owners of your old one!

Are you concerned about deciding to relocate and move? That’s okay because everyone feels that way. However, following these ten important steps before relocating helps ensure a smooth move!