Making Your List and Checking it Twice – Your Relocation Checklist That Is!

Real Estate Agent with eXp Realty of California, Inc. CA DRE #01490977

Making Your List and Checking it Twice

Why YOU Need a Relocation Checklist!


Video #7 in my Relocation Tips Video Series is about having a checklist for your relocation and making sure you check it regularly. The title is in honor of the Christmas season!


Here are the prior articles (with videos) in this series in case you missed them:


Video #6 – Questions to Ask Your Movers


Video #5 - Buying vs. Renting When Relocating to Your New Home


Video #4 – Finding the Right REALTOR® to Help in Your Relocation


Video #3 – Moving with a Relocation Package


Video #2 – Getting Pre-Approved


Video #1 – Relocation Expenses


Introduction to Relocation Tips Video Series


Relocation is NOT for dunnies - ask the right questionsTrust me, there is a ton of stuff that has to happen in a relocation, especially when you are selling a home and buying a new one at long distance away. It gets more complicated when working with a relocation package and a relocation company. Add to that issues when moving kids and pets.


Moving? You had better be making your relocation list and checking it twice, to keep it all straight and make sure you don’t miss something important.


Whether you use Evernote, or some other app on your iPhone or Smartphone, to create and monitor a list, or prefer a handwritten checklist on the refrigerator door, there are lots of things to keep tabs on when you are relocating. I defy anyone to do this efficiently without some sort of checklist.


There are too many moving parts (pun intended), and tasks that depend on each other in lock-step fashion. And quite frankly having a list will help you feel prepared and not worried about forgetting something vital. Nothing worse than that “uh oh” feeling. And all those administrative hassles, like address changes, can take time.


Here are some key areas to focus on:


Packing to move

Selecting movers

Making arrangements for travel to your new location

Address changes

Moving pets and kids

Tracking moving expenses

Things to take with you when you move (not in the moving truck)

The “Unpack Me First Box


Relocation tipsOr make it easy on yourself and ask me for my Relocation Checklist – about 5 pages of things to keep in mind and plan for. Does it include absolutely everything? Nope. But it will give you the bulk of the issues to be aware of and plan for.


Of course I’ll share it with you if we start working together if you are moving to the Carlsbad area or elsewhere in North San Diego Countyy.


But you can give me a call (760-840-1360) so we can discuss your relocation needs and questions, or email me at to get your copy now.


Need more relocation tips? Let me know!! I am happy to help you from start to finish in your relocation here to SoCal, or with a move out of the area.


And if you are moving someplace other than my area in SoCal, I can still assist you. I know a great network of highly qualified agents around the country and can help refer you to the right person to help you find your new home plus sell your current one.


Posted by

Jeff Dowler, CRS
Certified Residential Specialist / Realtor®

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Comments (12)

Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

Jeff,You are The Relocation Dude.  When it comes to relocation moving ... you have it all covered!

Dec 21, 2013 12:00 PM
Tom Arstingstall, General Contractor, Dry Rot, Water Damage Sacramento, El Dorado County - (916) 765-5366
Dry Rot and Water Damage Mobile - 916-765-5366 - Placerville, CA
General Contractor, Dry Rot and Water Damage

Great series Jeff! We can all learn from what you have put together here!

Dec 21, 2013 01:30 PM
Janis Borgueta
Newburgh, NY
Retired RE Salesperson

This relocation series is a great one Jeff. Good information for all your clients.

Dec 21, 2013 02:12 PM
David Saks
Memphis, TN
Broker / Industry Analyst

Great information. Thanks for sharing. Have a fine week ahead.

Dec 21, 2013 04:17 PM
Ginny Gorman
RI Real Estate Services ~ 401-529-7849~ RI Waterfront Real Estate - North Kingstown, RI
Homes for Sale in Southern RI and beyond

Jeff, having a checklist and checking it three times is the way to go no matter what you use but it is a must in a relocation...may this wonderful series bring you many clients!

Dec 21, 2013 09:25 PM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Thanks, Kathleen. About 50% (or more some years) are relocations, mostly in-bound. And combine with my own personal experience it's a niche I know well. I am a big list maker, and I KNOW from past bad experiences this is a lifesave,m especially then things are moving quickly.

Tom - hope it IS helpful in some way


Dec 21, 2013 11:19 PM
Jane Peters
Home Jane Realty - Los Angeles, CA
Los Angeles real estate concierge services

What a great resource for those looking to relocate, whether to Carlsbad or anywhere else in the country. It is a huge deal and having a plan ready is going to relieve a lot of the stress.  Happy Holidays, Jeff.

Dec 22, 2013 03:09 AM
Connie Harvey
Pilkerton Realtors - Brentwood, TN
Realtor - Nashville TN Real Estate

Hi Jeff! I just stopped by to wish you and your family a Merry Christmas!

Dec 22, 2013 08:08 AM
Andre R. Aragon
Greater Tampa Real Estate Photographer - Tampa, FL
Real Estate Photographer

Hi Jeff - I just relocated from NY to Florida! Love the video series great job!

Dec 22, 2013 08:44 PM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Jane- thanks so much. Many who are making a major move for the first time do not realize how much work it can be, and how much has to be coordinated.

Connie - thanks a bunch. To you as well

Andre - thanks for the compliment. So I bet you are missing the cold snowy weather, right?


Dec 22, 2013 11:02 PM
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

Jeff, Just stopping by to wish you a Very Merry Christmas!

Merr Christmas!

Dec 24, 2013 04:36 AM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude


Merry Christmas to you as well, and a Happy New Year! Thanks for stopping by


Dec 25, 2013 12:14 AM