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Do You Have Your Pre-departure Checklist for a Stress-Free Snowbird Escape?

Updated: Dec 11

A comprehensive snowbird pre-departure checklist can help ensure a smooth departure from your home and a seamless transition to your snowbird getaway. Below, we've outlined suggested starter tasks to begin to lock up your life at home and hit the road (or the skies) with the necessary confidence to ensure you have a relaxing time away from home.


Snowy Canadian neighborhood ready for winter
A Thorough Pre-departure Checklist is Invaluable to Reduce Stress, Save Money & Enjoy Snowbirding

1. Cell Phone Roaming Charges, How to Avoid Paying Hundreds, Even Thousands of Dollars in Roaming Charges While Staying in the USA


When you get to the USA visit a local cell phone retail store and purchase a local SIM card or a better, newer option is to opt for a digital SIM card (eSIM) for your phone, which can be an excellent choice as you won't have to remove your current SIM card when you use the eSIM digital card thus retaining all of your access to your data. You'll need to setup a phone plan with a local phone carrier service in the US to use the phone after you install your eSIM or a new temporary SIM card.


IMPORTANT: If using a regular SIM card (not an eSIM card) to temporarily replace your current SIM card (you'll need to retain your SIM card to re-install it when you get back to Canada so you'll have access to your data), you won't have access to your phone's data including possibly your Contacts if you use the regular SIM card option (depending on your phone) BUT you can have your Contacts and perhaps any other crucial data put on your new temporary SIM Card in the USA - request this service at cell phone retail stores in the US.


2. Home Security Preparations


Home security is crucial while you’re away. Start by checking your outdoor lighting. Good outdoor lighting can deter potential burglars by making them feel exposed. If you don’t have them, consider adding motion-activated lights, which can reduce crime rates by as much as 30% according to some published studies. Check all windows to ensure that any latches are secure.


3. Readying Your Property


Arrange for someone you know whom you trust or hire a professional service provider to check on your home regularly. Whether it’s a trusted family member or a professional service, their visits can help identify issues like leaks or other maintenance problems. Your home insurance coverage likely requires that someone is regularly checking your property inside and out while you're away, check your policy to determine your coverage. If you live in an apartment, ask your building manager to also email you important notices, especially regarding maintenance or emergencies or moving your car if you're in a parkade or designated parking spot.


4. Snow Management


Don’t forget to line up someone to handle snow removal while you're away - unless you're in a an apartment of course. If snow accumulates in your driveway or on your sidewalks/walkways, it can not only be a hassle upon your return, but can also lead to serious safety hazards, possible insurance claims plus an unshovelled walkway can give the impression that no one is home, which is a potential security issue.


5. Perform Any Required Maintenance Checks


Schedule an inspection of your furnace and hot water tank before you leave if it's time to. A well-maintained furnace can last up to 20 years, while a neglected system is more likely to fail and may lead to potential damages from freezing and bursting pipes etc. This simple step can help you avoid potentially significant repair bills.


6. Internet and Cable Services


Notify your internet and cable providers about your departure plans. Many companies offer a vacation hold or seasonal pause feature. Utilizing this service can help you save money, with potential savings of up to 50% on your monthly bill while you are away.


7. Cleaning Out the Fridge


Don’t forget about your fridge. Dispose of perishable items to sidestep unpleasant odors upon your return. For example, clearing out expired items and compostables can significantly reduce the risk of attracting pests.


8. Pet Preparedness


If you're traveling with a pet, make sure they are up-to-date with vaccinations and medications. You’ll need to have their vet records handy for traveling. Plan ahead; ensure you have completed the required forms to bring a pet into the US. If your pet is staying behind, choose a reliable pet sitter or kennel by asking for referrals or scanning through online reviews to ensure their well-being.


9. Health Check-Up


Before you leave, schedule a visit with your doctor. Ensure you have any necessary vaccinations, especially if you'll be in regions where diseases like Zika or dengue fever are present. Discuss any prescriptions you might need and consider getting an extra refill. Having medications on hand is essential, particularly for chronic conditions.


10. Snowbird Travel and Health Insurance Considerations


Confirm your travel and health insurance coverage to ensure you’re adequately protected in case of any potential medical issues requiring treatment, hospital stays or emergency evacuations. Look for policies that cover things like outpatient care or emergency return to Canada flight and luggage coverage. Being proactive can prevent significant expenses during unexpected situations. Your insurance coverage likely requires that you have a designated person(s) to regularly check on the interior and exterior (if you're in a house etc) of your home


11. Vehicle Insurance and License Renewal


If you are leaving a vehicle(s) behind in Canada, talk to your insurance provider to see if you can reduce your policy's fees by perhaps, if available, activating a suitable snowbird insurance coverage plan whilst you are away. Many companies allow you to suspend coverage, which can save you money during your winter getaway, while keeping coverage for theft, fire and vandalism in place.


If you're driving to your US snowbird escape, then double check with your insurance broker or your customer service representative to ensure you have the required coverage. Renew your driver's license if you're driving to the US - some states may require you to obtain an international driver's permit depending on where you are heading and how long you'll be in a particular state. Florida does not require an IDP, so you only need to carry your valid provincial driver's license (at the time of this published post Dec 11, 2024).


12. Final Checks


As you near departure, do a last-minute check of your home. Turn off appliances, unplug electronics, and securely lock all windows and doors. This final sweep can offer peace of mind as you set off on your journey, chasing the sun.


Preparing to Soak Up the Sun


With this starter Pre-departure Checklist for Canadian snowbirds, you can add to this list and then depart with greater confidence for a relaxing winter escape instead of worrying what's happening back in Canada. By securing your home, managing your services, and prioritizing your health and safety, you're ready to enjoy your time in the sun. So take a breath, check those items off your list, add any of your own crucial checklist items and look forward to your upcoming adventure. Remember, a little preparation can lead to a much more enjoyable snowbird experience. Safe travels!

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