First, make a backup: Settings > backup > apps + settings > backup now
Reset your outgoing phone...
Settings > about > reset your phone > do NOT go through the setup process, that is for the next user
When you setup your new phone sign in with the same Microsoft Account. You may restore from backup or start fresh. I prefer to start fresh if it is a different model, YMMV.
By simply signing in with your same Microsoft Account you will get all your messages, App ownerships, etc. Connect to all the services you used with the same log ins.
Rock On.
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