The 41-Point Florida Move Checklist
The exact timeline successful Florida retirees follow — from scouting trips to the day the moving truck pulls into your new driveway.
Your 12-month countdown
Monthly action steps, organized in phases. Check items off as you go — your progress is saved on this device.
Months 12–10: Dream & Scout
Research, shortlist, and plan your scouting trips
Months 9–7: Money & Paperwork
Get your financial and legal house in order
Months 6–4: Sell & Buy
List your home and lock in the Florida property
Months 3–2: Plan the Move
Logistics, movers, and the downsizing push
Final Month: Close & Move
The countdown to the driveway moment
First 30 Days in Florida
Make it official and make it home
Scouting trip planner & home-hunt scorecard
Treat your scouting trip like a working trip. One area per day, one scorecard per home — the winner is usually obvious by day three.
The Florida closing playbook
Florida closings move fast. Follow this 30-day playbook once your offer is accepted.
Title search ordered, HOA estoppel requested, insurance binder quoted, closing date locked.
Clear any title issues, finalize loan docs or proof of funds, schedule walkthrough, confirm movers.
Review the Closing Disclosure line by line, verify wire instructions by phone, set utilities to start on closing day.
Final walkthrough, wire funds early, sign, get the keys — then change locks and test every system.
Medical, tax & address-change checklists
The paperwork nobody warns you about — handled in your first 30 days as a Florida resident.
Medical
- Choose primary care, dentist & specialists
- Transfer prescriptions to a local pharmacy
- Confirm Medicare/Medicare Advantage networks
- Request records from every current provider
Tax & Legal
- File homestead exemption
- Declaration of Domicile at county clerk
- Update will, trust & powers of attorney to FL law
- Notify CPA — Florida has no state income tax
Address Change
- USPS forwarding + driver's license & voter registration
- Banks, credit cards, investments & insurance
- Subscriptions, memberships & loyalty programs
- Social Security & Medicare address updates
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