New Homeowner Checklist

New Homeowner Checklist
As a new homeowner, it is important to be organized to complete various tasks.

Congratulations! You’ve officially closed on your dream home. Now comes the exciting (and sometimes overwhelming) task of settling in. As always, it is important to be prepared and have a structured plan to ensure success. To help navigate this transition smoothly, we’ve compiled a comprehensive checklist to ensure you don’t miss a beat.

New homeowner checklist: Pre-move essentials

  • Utilities: Schedule transfers or new service for electricity, water, gas, internet, and trash collection.
  • Change Your Address: Update your mailing address with the USPS, banks, credit cards, and other important entities.
  • Pack Smart: Pack a “moving day essentials” bag with toiletries, medications, change of clothes, and important documents for easy access.
  • Deep Clean: If possible, arrange for a deep clean before moving in to ensure a fresh start.

New homeowner checklist: Moving day and beyond

  • Unpack Strategically: Prioritize necessities like toiletries, kitchenware, and bedding.
  • Safety First: Change the locks, test smoke detectors and carbon monoxide detectors, and install child-proofing measures if needed.
  • Gather Warrant, Manuals, & Other Information: Collect appliance manuals, warranty information, and homeowners association (HOA) details (if applicable).
  • Local Services: Find reliable plumbers, electricians, and handymen for future needs.
  • Trash & Recycling: Research trash and recycling schedules and collection points.
  • Security System: Consider installing a security system for added peace of mind.
  • Schedule Maintenance: Schedule professional cleanings for HVAC systems, chimneys, and gutters.
  • Get to Know Your Neighbors: Introduce yourself and start building relationships within your community.

New homeowner checklist: Settling in

  • Update Registration: Update your driver’s license and car registration with your new address.
  • Explore Your Surroundings: Familiarize yourself with the neighborhood, grocery stores, and local amenities.
  • Unpack and Decorate: Gradually unpack boxes and personalize your space to make it feel like home.
  • Budget and Finances: Review your homeowner’s insurance coverage and set up a budget for ongoing maintenance and potential repairs.
  • Create a Homeowner’s Binder: It is important to create a binder to store all your important documents such as: mortgage and insurance paperwork, appliance warranties and receipts for home-improvement expenses. In addition, you will also want to keep track of your home improvement expenses for potential tax benefits and resale purposes.


In closing, being a new homeowner is an exciting time and an important step towards building both great memories and financial wealth. While it may seem overwhelming at times, adhering to some of the steps above and developing an organized approach will make the process go much smoother.

As always, your real estate agent is not only a great resource during the house hunting and buying experience, but also post closing as well. In addition to being able to answer basic questions about home ownership, he/she should also be able to provide referrals for various contractors that you may need for your new home.

Are you looking to buy or sell a home in the South Florida area? We can help! Contact Natasha at Live South Florida Realty, Inc. today! Also, be sure to download our free Florida Home Search app for your smartphone or tablet!

By natasha moore

REALTOR® with Live South Florida Realty, Inc.