Residency Event Planner
Plan important residency milestones before major life events.
Major financial and life events can compress residency decisions. Build a timeline before the event so movement, evidence references, advisor review, and AuditIQ readiness milestones are visible early.
Plan Around
ResidencyIQ organizes records and highlights potential exposure factors. It does not provide legal or tax advice.
Interactive Planner
Generate a residency timeline.
Business Sale residency plan
California → Nevada
Save a planning snapshot so app cards can surface the next event.
Planning Timeline
Milestones that strengthen future review.
Use the planner to connect important dates with the records AuditIQ and advisors may need to review later.
Move date
Set the intended date when your primary life starts shifting to the target state.
Lease/home purchase
Record the target-state home reference, lease, deed, closing record, or advisor-held property file.
Utility activation
Track when utilities and services begin supporting regular occupancy.
Driver's license
Plan identity-record timing based on state requirements and advisor guidance.
Vehicle registration
Track vehicle, insurance, and garaging records where applicable.
Voter registration
Record civic intent where appropriate for the user’s facts.
Banking updates
Align banking, brokerage, credit card, payroll, and insurance addresses.
Primary physician
Plan the transition of routine healthcare and pharmacy relationships.
Community involvement
Document real local routines, memberships, schools, clubs, or community activity.
Audit Readiness milestones
Review movement, evidence references, retained ties, advisor access, and timeline gaps before the event.
Preparing for a high-stakes event?