📦 Seller Action Playbook
After Closing: Tax Files & Moving Checklist
Closing is not the finish line — the week after is. Answer 4 questions for a 5-category post-closing checklist: tax files, title & insurance handover, moving, address changes, and referrals. One page per category.
Many sellers think the signing is the end, but there is a string of loose ends: cancel the insurance, stop the utilities, forward the mail, archive the tax files. Do it when tax season comes or the first misdelivered bill arrives and it's already too late. This checklist splits the post-closing work into 5 categories, one page each — finish the critical parts within a week.
- Tax files: closing statement, 1099-S, improvement records — archive once
- Title & insurance: cancel policies, stop utilities, verify escrow numbers
- Moving & address change: USPS forwarding plus every account
- Referrals: turn this sale into the next one (or a friend's)