Browse Real Estate Professionals SECTION 7: Transaction Management

The Move & Utility Transfer Checklist

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The Move & Utility Transfer Checklist

Build a move and utility-transfer checklist for my client.

Client: [BUYER / SELLER]
Closing date: [DATE]
Property type: [DESCRIBE]
Known utilities and providers: [LIST OR "client to supply"]

Produce:
1. A utilities checklist — what to transfer, start, or stop,
   and when relative to closing
2. Address-change tasks — who to notify and by when
3. Pre-move and moving-day tasks
4. For a seller: what to leave, cancel, and hand over
5. For a buyer: what to set up before first night
6. A timeline keyed to the closing date
7. What to keep records of

Rules:
- Use only the dates and details I supply; mark gaps as
  [CLIENT TO SUPPLY]
- Do not name specific providers, rates, or account
  requirements I have not given
- Do not state any legal or contractual obligation about
  utility transfer — mark [REFER TO CONTRACT] where it
  arises
- Plain language, scannable, action-first

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