Planning for Future Needs

o Confirm the Realtor has experience assisting older adults and families through later-life transitions. o Select a real estate professional who is knowledgeable about your local housing market. Preparing for Your New Home o Contact your insurance provider to obtain renters or homeowners insurance for your new residence. o Submit a change-of-address request with the U.S. Postal Service. o Schedule utility disconnections and new service activation dates. o Update your address with: • Banks and financial institutions • Credit card companies • Insurance providers • Healthcare providers • Social Security and other government agencies, if applicable • Family and friends • Subscription services and other memberships o Safely dispose of hazardous materials, flammable products, expired medications, and other items that cannot be moved. o Schedule professional movers well in advance of your move date. o Arrange for a Senior Move Manager, if desired, to coordinate packing, unpacking, and home setup. o Cancel or transfer household services, including:

• Landscaping • Snow removal • Housekeeping • Waste collection • Telephone and internet service • Security monitoring

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