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A comprehensive new homeowner checklist: essential steps after transfer

Published on 11 Apr 2024

Congratulations on becoming a homeowner! Purchasing a new home is a significant milestone and a dream come true for most people, but the journey doesn't end once you've signed on the dotted line.

In fact, there are several important tasks you'll need to tackle to ensure a smooth transition into your new abode and a seamless start to your new life and the best way to ensure that everything gets done and that you don’t drop the ball on something important, is to make a checklist.

A checklist not only helps you to stay organised, but by breaking down tasks into manageable steps, it allows you to prioritise what needs to be done first, helping you tackle one task at a time.

And, of course, following a checklist gives you peace of mind, knowing that you've taken all the necessary steps to settle into your new home smoothly and efficiently.

Buyer checklist

The New Homeowner Checklist

1. Change the Locks: For security reasons, it's essential to change all exterior door locks as soon as possible after moving in. You never know who might have copies of the keys to your new home, so this should be a top priority.

2. Connect Utilities: Before moving in, make sure to contact the utility companies to set up the necessary services such as water, electricity and internet. You may also need to set up trash and recycling services.

3. Review Homeowner's Insurance: Review your homeowner's insurance policy to understand your coverage and ensure it meets your needs. Consider adding additional coverage options if necessary, such as flood insurance, depending on your location.

4. Notify Your Insurance Company of Your Move: If you are securing homeowners insurance through a different company, you need to let your existing insurance company know that you – and your insured possessions – will be moving to a new address.

5. Update Address and Contact Information: Notify relevant parties of your change of address, including the post office, banks, credit card companies, insurance providers, and any other institutions or services you receive mail from regularly.

6. Notify Work and Schools: As soon as the deal is done (if not sooner) you should notify your children’s current school if you’re planning to move to a new area and you must enrol them at their new school. Make sure all the paperwork is in order if your kids will be attending a new school. Also book sufficient time off work on both sides of moving day.

7. Perform Basic Maintenance: Conduct a thorough inspection of your new home, checking for any maintenance issues that need to be addressed, such as leaky taps, loose hinges, or cracked caulking. Address these issues promptly to prevent them from becoming larger problems down the road.

Buyer checklist

8. Familiarise Yourself with Home Systems: Locate and familiarize yourself with important home systems, such as the circuit breaker panel and water shut-off valve. Knowing how to operate these systems will be valuable in case of emergencies.

9. Plan for Pest Control: Schedule a professional pest control inspection and treatment, if necessary, to prevent and address any pest infestations in your new home.

10. Landscaping and Outdoor Maintenance: Take care of landscaping tasks such as mowing the lawn, trimming bushes, and cleaning up debris. Consider hiring a professional landscaper for larger projects or ongoing maintenance.

12. Establish a Home Maintenance Schedule: Create a home maintenance schedule to ensure that regular tasks, such as changing air filters, cleaning gutters, and inspecting roofing, are performed on a consistent basis.

13. Connect with Neighbours: Introduce yourself to your new neighbours and start building relationships with the community. Neighbours can provide valuable information about the area, local resources, and community events and, form a security point of view, neighbours who know each other watch out for each other.

14. Keep Important Documents Safe: You should consider keeping documents safe as your move approaches. This includes: birth certificates, contracts and passports. The last thing you want is for critical paperwork to get lost or mistakenly thrown away in the move. It's worth considering a safe box to keep all your important documents safe.

A new homeowner checklist is an essential tool for navigating the transition into your new home with ease and confidence. By following the steps outlined in this checklist, you can ensure that you've taken all the necessary steps to settle into your new home smoothly and efficiently.

Finally, take some time to enjoy the fact that you are now a homeowner and look forward to being part of a new community and making new friends, exploring your new neighbourhood and creating new memories.

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