Checklist as a Buyer ~ Seller


Thank you for your valued business! Just a friendly reminder of some of the items you will need to attend to before your move. Also remember at closing the funds must be cashier or certified check. We will advise you of the exact amount you must bring. It is very important that you bring photo ID’s to the closing as well.

The Title Company will be:
Closing will be at
Office #

  1. If you are currently renting, you will need to requisite notice under the Tenant Protection Act.
     

  2. If your condominium has a service/freight elevator then you will need to book the elevator well in advance for the move.
     

  3. Start collecting boxes for packing. A color-coded system may work well to assist you & your movers in placing your items. Design a layout of where you want the movers to place the boxes and furniture. Give a copy of it to the lead person on the moving crew.
     

  4. Prepare a list of friends, relatives, companies, etc. and prepare the change of address cards. Mail out a couple of weeks or so before the move. Don’t forget to notify: your church, club memberships, magazines/newspaper subscriptions, alumni associations, professional associations, bank and credit card companies, financial advisors, car insurance company, and charitable organizations.
     

  5. At the post office complete the change of address forms.
     

  6. Arrange to have gas, electric, cable TV and other utilities turned off and the bills forwarded.
     

  7. If you have a lawn service, fertilizing, pest control, notify these professional that you are discontinuing service.
     

  8. Arrange a Mover as soon as possible.
     

  9. Transfer bank accounts or close if necessary. If you are moving out of town request a letter of introduction from your bank manager.
     

  10. You may need to arrange for a transfer of medical, dental, school.
     

  11. When you arrive at your new home have your drivers license address changed.
     

  12. Do you have any items at the dry cleaners, shoe repair, or in storage that you may need to collect?
     

  13. Arrange for safety and care of pets during move.
     

  14. Arrange to deliver the keys of your home and any electronic gadgets or passwords necessary to the home on the day of closing.
     

  15. Arrange for dinner on the day of the move!
     

  16. Arrange for new household insurance well in advance.
     

  17. Call your mortgage company, as soon as possible, to ensure that you have a written copy of the mortgage commitment letter, which outlines your rate and terms. For your protection keep one in your files.

If you hear of any friends, family, colleges, or neighbors thinking about buying or selling beach property, I would be

 honored if you gave them my name and number so that I may be of service to them.

Thank you