Home & Property

Property Address [Enter full property address here] Ownership Type of Ownership [e.g., Joint tena...

Policy Details Insurance Company [Company name] Policy Number [Policy number] Agent Name [Agent n...

Property Tax Details County / Municipality [County name] Parcel / Tax ID Number [Number] Annual T...

All utility accounts for the house. Login credentials for each provider's website are in the pass...

Payment Method Overview Most bills are set to auto-pay. Here's how everything is paid: Bill Payme...

System Overview Type [Central air, heat pump, gas furnace, etc.] Brand / Model [Brand and model n...

Water Heater Type [Tank / Tankless / Heat pump] Brand / Model [Brand and model] Location [e.g., G...

Main Electrical Panel Location [e.g., Garage wall, basement] Panel Size [e.g., 200 amp] Breakers ...

Roof Roof Type [Asphalt shingle, metal, tile, etc.] Year Installed / Last Replaced [Year] Warrant...

Key appliances and their details. Warranty documents and manuals may be stored [physically or dig...

Trusted professionals who have worked on the house and know it well. Trade / Service Company Cont...

This is a simplified overview for non-technical family members. For detailed technical documentat...

For detailed device info, also see the "Smart Home" book on the Current Info shelf. Smart Home Pl...

Alarm System Company [e.g., ADT, Ring, SimpliSafe, self-monitored] Account Number [Account #] Mon...

For detailed pool info, also see the "Pool" book on the Current Info shelf. Pool Type & Size Pool...

Current Service Company [Company name] Contact [Name] Phone [Phone] Email [Email] Service Schedul...

For detailed vehicle info, also see the "Vehicles" book on the Current Info shelf. Vehicle 1 Year...

Auto Insurance Insurance Company [Company] Policy Number [Policy #] Agent Name [Agent] Agent Phon...

Regular Maintenance Schedule [General guidance — e.g., "Oil changes every 5,000 miles at [shop na...

Lawn Care Lawn Type [e.g., Bermuda, St. Augustine, Fescue] Who Handles It [Self / Service company...

System Overview Type [In-ground sprinklers, drip irrigation, both] Number of Zones [Number] Contr...

For detailed info, see the "Christmas Lights" book on the Current Info shelf. Quick Reference Who...