Congratulations on your new home! To help you settle in smoothly and confidently, here’s a step-by-step guide of essential tasks to complete after closing. Keep this checklist handy to ensure nothing slips through the cracks.
Right After Closing (Week 1)
Secure Your Home:
- Collect all keys, garage openers, gate codes, and remotes
- Replace or rekey all exterior locks
- Change security system codes and smart lock credentials
Organize Your Important Documents:
- Closing Disclosure (Settlement Statement)
- Warranty Deed or Security Deed
- Homeowners Insurance Policy
- Title Insurance Policy
- Mortgage Note and Loan Terms
- HOA Covenants and Bylaws (if applicable)
Transfer Utilities:
- Electricity – Georgia Power or local EMC
- Water/Sewer – County or City Services
- Natural Gas – Choose provider (via Atlanta Gas Light)
- Internet, Cable, Trash & Recycling
Apply for Homestead Exemption:
- File between Jan 1 – April 1 through your county tax office
- Qualifies you for a reduction in property taxes on your primary residence
- We will send you a reminder via email around the end of January
- If we haven’t heard from you that you are all set, we will text you mid-March as a final reminder
First 30 Days in Your New Home
Update Your Address:
- USPS (forward your mail)
- Driver’s license, voter registration, car registration
- Banks, insurance, subscriptions, and memberships
Plan Repairs or Upgrades:
- Review inspection report
- Schedule contractors for needed fixes
- Begin any desired renovations or landscaping projects
Register Warranties & Appliances:
- Submit warranty cards or register online
- Store receipts and manuals for future reference
Engage with Your Community:
- Join HOA meetings or community groups
- Introduce yourself to neighbors
- Explore nearby shops, parks, and restaurants
Within 60–90 Days
Verify Property Records & Taxes:
- Confirm deed has recorded in your name
- Check escrow account is funding property taxes correctly
Create a Home Inventory:
Photograph belongings for insurance purposes
Save records in a safe or digital storage
Set Up Maintenance Routines:
- Schedule seasonal HVAC service
- Replace air filters, check smoke/CO detectors
- Plan regular pest control and gutter cleaning
Annual Reminders
- Review your homeowner’s insurance policy
- Reassess your property’s tax valuation
- Maintain updated emergency contacts and home inventory