Identify the lock type
Confirm that the existing hardware is the same deadbolt type supported by the new lock. Mortise locks, interconnected handles, rim locks, and multipoint systems are not interchangeable with a standard US single-cylinder deadbolt.
Measure before removal
Record door thickness, backset, bore diameter, edge bore, deadbolt throw, trim clearance, and the distance to a storm door. Check that the bolt moves freely without pushing or pulling the door.
Draw the ecosystem path
List the lock radio, vendor hub, Matter controller, Thread border router, phone requirements, and voice ecosystem. Mark which features are local and which need internet or cloud service.
Plan batteries and emergency entry
Choose where spare batteries, charging cables, and physical keys will live. Enroll multiple local entry methods and test them with the door open before relying on the lock.