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Thinking of packing up your life and moving abroad? It’s an exciting adventure, but before you make the big move and settle into your new home, there are a few essential steps you should take while still in the U.S. (some of these steps are valid for Canadians as well). These preparations can save you from future headaches and make your overseas transition as smooth as possible. Here are 9 things you should do before making the big move.

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1. Know your immigration status and rights

This article will not give you any insights as to “what” your rights and status might be.  However, some ways to move abroad include: having citizenship (or right of free movement) in the country you wish to move to; being the spouse of a citizen who has those rights; or applying for a visa for the country where you will be living. Do not make assumptions about your ability to move. Join Facebook Groups/Reddit conversations, etc. and consult the consulate for your desired country to understand the ease/difficulty of your planned move.

2. Get a Google Voice Number

For US residents, even if you think you won’t need it, get a Google Voice number while you’re still in the U.S. Google Voice allows you to have a U.S.-based phone number that can forward calls and texts to your international phone or email. Once you’re abroad, claiming a Google Voice number becomes tricky—even with a VPN. This simple step ensures you’ll have a U.S. number for everything from banking to staying in touch with clients. While you can port your existing US number to Google, we chose to keep our US phone plan with a dual SIM phone (primarily because of business needs – a topic for another time!), but we STILL have many good uses for Google Voice, so just get one!  Note, if you have a business email (Google Workspace), you can obtain a Google Voice number in Canada, but it is an additional cost.

3. Set Up a U.S./Canadian Address for Important Mail

You’ll still need a reliable way to receive important mail like tax documents, replacement debit/credit cards, etc. Consider using a trusted family member’s address or a professional service like US Global Mail. Services like these allow you to manage your mail remotely and forward it when needed.

4. Maintain a U.S./Canadian Bank Account

Keep at least one active U.S. or Canadian bank account. Some international transactions, online services, and U.S./Canadian-based businesses require payments through a local bank. Plus, you never know when you might need to deposit a check or handle unexpected financial tasks. It’s much easier to do this if you maintain an account in good standing. For the U.S., if you have access to a Credit Union, this is often the most cost effective bank to keep around after your move.

5. Obtain or Renew Your Passport and Driver’s License

Before leaving, make sure your passport and driver’s license are up to date and have at least a few years left before expiration. It’s easier (and often cheaper) to handle renewals in your home country. Some countries will allow you to exchange your U.S. or Canadian driver’s license for a local one, but only if it’s valid.

6. Reach A2/B1 Level in the Local Language

Learning the basics of the language in your new home country will make your transition much smoother. Aim to reach at least a A2/B1 level (high beginner/low intermediate) before your move. The more proficient the better! This will help you with daily tasks like grocery shopping, opening a bank account, and making friends. Apps like Duolingo, courses like Pimsleur (truly my favorite!), or language schools in your local area can help you get there.

7. Digitize Important Documents

Scan and digitize essential documents such as birth certificates, medical records, and tax filings. Store these on a secure cloud service (like Google Drive or Dropbox) so you can access them easily from anywhere. Having digital copies of these documents can save you a lot of hassle if you need them urgently while abroad. I personally prefer pCloud Drive.  It has great European privacy standards, and since it isn’t as widely used, there are fewer “scammers” trying to access the accounts!

8. Research Health Insurance Options

Healthcare systems vary widely across Europe and the rest of the world. Research your health insurance options before you go. Some countries require foreign nationals to have private health insurance, while others offer public healthcare if you meet certain conditions. Ensure you know what coverage you’ll need and set it up in advance if necessary.

9. Understand Tax Obligations

Especially as a U.S. citizen or resident, you still need to file taxes with the IRS, even if you’re living abroad. Familiarize yourself with your tax obligations and consider consulting a tax professional who specializes in expat taxes. They can help you navigate things like the Foreign Earned Income Exclusion (FEIE) and avoid potential penalties.

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A Hassle-Free Life Abroad Starts with Preparation

By taking these steps before you move, you’re setting yourself up for a smoother transition and fewer surprises. Trust me, a little planning now goes a long way toward creating a stress-free life abroad.

About Danita:
Danita Zanrè is an American living in Europe. She’s been self-employed for over 30 years and was fortunate enough to plan ahead before moving to Italy. A solid 1-to-2-year business plan in the U.S. or Canada before your move can make your life abroad hassle-free and enjoyable. Stay tuned for tips on how to build a business that you can take with you wherever you go!