Home & Property

Type of Ownership	[e.g., Joint tenants, Tenants in common, etc.]
Owner Name(s)	[Names on the deed]
Date Purchased	[Purchase date]
Purchase Price	[Amount]
Deed Location	[Where the physical deed is stored]

Mortgage

Lender	[Lender name]
Loan Number	[Account/loan number]
Monthly Payment	[Amount]
Payment Due Date	[Day of month]
How Payment Is Made	[Auto-pay from which account, online portal, etc.]
Interest Rate	[Rate and type - fixed/variable]
Loan Maturity Date	[When it's paid off]
Remaining Balance	[Approximate as of last check]
Escrow Included?	[Yes/No - property tax and insurance in payment?]
Lender Contact	[Phone number and website]

What to Do

If something happens to me, the mortgage payment should continue via auto-pay. If auto-pay stops working, log into the lender's website (credentials in password manager) or call the number above. Notify the lender of the situation — they may offer forbearance or payment adjustments during the transition.

The House

Home Insurance

Policy Details

Insurance Company	[Company name]
Policy Number	[Policy number]
Agent Name	[Agent name]
Agent Phone	[Phone]
Annual Premium	[Amount]
Deductible	[Amount]
How It's Paid	[Through escrow / auto-pay / annual bill]
Renewal Date	[Date]
Coverage Amount	[Dwelling / personal property / liability amounts]

Flood / Additional Coverage

[Do you have separate flood insurance? Umbrella policy? Note details here.]

How to File a Claim

[Phone number, website, or app to use. Note any special procedures.]

Where to Find the Policy Document

[Physical location and/or digital location — e.g., Google Drive, email]

The House

Property Tax

Property Tax Details

County / Municipality	[County name]
Parcel / Tax ID Number	[Number]
Annual Tax Amount	[Approximate amount]
How It's Paid	[Through escrow / paid directly / online portal]
Due Dates	[e.g., June 1 and December 1]
Tax Assessor Website	[URL]

Exemptions

[Homestead exemption? Any other exemptions applied? Note here.]

What to Do

If paid through mortgage escrow, this is handled automatically. If paid directly, make sure payments are made by the due dates above. The county tax assessor website lets you look up the account and pay online.

Utilities & Bills

Utility Providers & Account Numbers

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

Utilities

Utility	Provider	Account Number	Phone	Avg Monthly Cost
Electric	[Provider]	[Account #]	[Phone]	[Amount]
Gas	[Provider]	[Account #]	[Phone]	[Amount]
Water / Sewer	[Provider]	[Account #]	[Phone]	[Amount]
Trash / Recycling	[Provider]	[Account #]	[Phone]	[Amount]
Internet	[Provider]	[Account #]	[Phone]	[Amount]
Cable / TV	[Provider or N/A]	[Account #]	[Phone]	[Amount]
Phone (landline)	[Provider or N/A]	[Account #]	[Phone]	[Amount]

Trash / Recycling Schedule

[e.g., Trash pickup: Tuesday. Recycling: every other Thursday. Bins go out the night before.]

Important Notes

[Any utility quirks — e.g., "Water bill is quarterly," "Electric has a budget billing plan," "Internet has a static IP that costs extra"]

Utilities & Bills

How Bills Are Paid

Payment Method Overview

Most bills are set to auto-pay. Here's how everything is paid:

Bill	Payment Method	Account Used
Mortgage	[Auto-pay / Manual]	[Bank account or card]
Electric	[Auto-pay / Manual]	[Bank account or card]
Gas	[Auto-pay / Manual]	[Bank account or card]
Water	[Auto-pay / Manual]	[Bank account or card]
Trash	[Auto-pay / Manual]	[Bank account or card]
Internet	[Auto-pay / Manual]	[Bank account or card]
Home Insurance	[Escrow / Auto-pay / Annual]	[Bank account or card]
Property Tax	[Escrow / Direct]	[Bank account or card]

Primary Bank Account for Auto-Pay

Bank: [Bank name]

Account Type: [Checking]

Last 4 Digits: [XXXX]

What to Do

As long as the primary bank account has funds, auto-pay bills will continue running. Check the bank account balance periodically. If you need to change the payment source, log into each provider's website (credentials in password manager) and update the payment method.

Maintenance & Systems

HVAC System

System Overview

Type	[Central air, heat pump, gas furnace, etc.]
Brand / Model	[Brand and model number]
Year Installed	[Year]
Location of Indoor Unit	[e.g., Garage, attic, utility closet]
Location of Outdoor Unit	[e.g., Side of house near driveway]
Thermostat Type	[e.g., Nest, Ecobee, Honeywell — smart or manual]

Filter

Filter Size	[e.g., 20x25x4]
Filter Type	[MERV rating, brand]
Change Frequency	[e.g., Every 3 months]
Where to Buy	[Store or online source]

Service Contract

HVAC Company	[Company name]
Phone	[Phone]
Service Plan?	[Yes/No — details]
Last Service Date	[Date]
Typical Service Schedule	[e.g., Spring and fall tune-ups]

Emergency Notes

[Where is the emergency shutoff? Any known issues? What to do if it stops working — e.g., "Call [company], they know the system."]

Maintenance & Systems

Plumbing & Water Heater

Water Heater

Type	[Tank / Tankless / Heat pump]
Brand / Model	[Brand and model]
Location	[e.g., Garage, utility room]
Fuel	[Gas / Electric]
Year Installed	[Year]
Temperature Setting	[e.g., 120°F]

Main Water Shutoff

Location: [e.g., Front of house near the sidewalk, in the garage, etc.]

How to shut off: [Turn valve clockwise, use a meter key, etc.]

Other Shutoff Valves

[Note locations of individual shutoffs for toilets, sinks, washing machine, etc., if relevant]

Plumber

Company	[Name]
Phone	[Phone]
Notes	[e.g., "Used them for years, they know the house"]

Known Issues

[Any known plumbing quirks — slow drains, water softener details, recirculation pump, etc.]

Maintenance & Systems

Electrical Panel

Main Electrical Panel

Location	[e.g., Garage wall, basement]
Panel Size	[e.g., 200 amp]
Breakers Labeled?	[Yes/No — are circuits labeled inside the panel door?]

Sub-Panels

[Are there any sub-panels? Location and what they serve.]

Generator / Backup Power

Generator?	[Yes/No]
Type	[Whole-house standby / Portable / Battery backup]
Brand / Model	[Brand]
Fuel	[Natural gas / Propane / Gasoline]
How to Start	[Automatic / Manual — instructions]
Service Provider	[Company and phone]

UPS / Battery Backups

[Any UPS units for computers/network equipment? Where are they? How long do they last?]

Electrician

Company	[Name]
Phone	[Phone]

Maintenance & Systems

Roof & Exterior

Roof

Roof Type	[Asphalt shingle, metal, tile, etc.]
Year Installed / Last Replaced	[Year]
Warranty?	[Details and where warranty docs are stored]
Roofing Company	[Company that installed/last serviced it]
Phone	[Phone]

Gutters

[Gutter type, cleaning schedule, gutter guard installed?]

Exterior Paint / Siding

[Type, color, when last painted, painter contact]

Driveway / Walkways

[Material, any maintenance needed, sealing schedule]

Fence

[Type, who installed it, any shared fence agreements with neighbors]

Maintenance & Systems

Major Appliances

Key appliances and their details. Warranty documents and manuals may be stored [physically or digitally — note where].

Appliance	Brand / Model	Year	Warranty?	Notes
Refrigerator	[Brand]	[Year]	[Y/N]
Dishwasher	[Brand]	[Year]	[Y/N]
Oven / Range	[Brand]	[Year]	[Y/N]
Microwave	[Brand]	[Year]	[Y/N]
Washer	[Brand]	[Year]	[Y/N]
Dryer	[Brand]	[Year]	[Y/N]
Water Softener	[Brand]	[Year]	[Y/N]	[Salt type and refill schedule]
Garage Door Opener	[Brand]	[Year]	[Y/N]

Appliance Repair Contact

Company	[Name]
Phone	[Phone]

Maintenance & Systems

Contractors & Service Providers

Trusted professionals who have worked on the house and know it well.

Trade / Service	Company	Contact Name	Phone	Notes
General Handyman	[Company]	[Name]	[Phone]
HVAC	[Company]	[Name]	[Phone]
Plumber	[Company]	[Name]	[Phone]
Electrician	[Company]	[Name]	[Phone]
Roofer	[Company]	[Name]	[Phone]
Painter	[Company]	[Name]	[Phone]
Pest Control	[Company]	[Name]	[Phone]	[Schedule?]
Lawn Care	[Company]	[Name]	[Phone]
Pool Service	[Company]	[Name]	[Phone]
Tree Service	[Company]	[Name]	[Phone]
Locksmith	[Company]	[Name]	[Phone]

Home Warranty

Do you have a home warranty? [Yes/No]

Company: [Company]

Policy Number: [Number]

Phone: [Phone]

What It Covers: [Brief summary]

Smart Home & Security

Network & WiFi Overview

This is a simplified overview for non-technical family members. For detailed technical documentation, see the "2 - Network Info" and "3 - Computers / Servers" books on the "Current Info" shelf.

WiFi Networks

Network Name (SSID)	Password	What It's For
[Main WiFi name]	[Password or "see password manager"]	Phones, laptops, tablets
[IoT / Smart Home WiFi]	[Password]	Smart devices, cameras
[Guest WiFi]	[Password]	Visitors

Internet Service

Provider	[ISP name]
Speed / Plan	[e.g., 1 Gbps fiber]
Modem Location	[Where the internet enters the house]
Router Location	[Where the main router/access point is]

If the Internet Goes Down

Check if other devices also lost connectivity (if just one device, restart that device)
Look at the router/modem — are the lights normal?
Unplug the modem, wait 30 seconds, plug it back in. Wait 2-3 minutes.
If still down, call the ISP: [ISP phone number]

Network Equipment Location

[e.g., "The server rack is in the office closet. The main switch and router are on the top shelf. The modem is on the second shelf." Include enough detail that someone could find and point to the equipment.]

Smart Home & Security

Smart Home Devices & Hubs

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

Smart Home Platform

Primary Platform	[e.g., Home Assistant, Google Home, Apple HomeKit, SmartThings]
Hub Location	[Where is the hub/server physically?]
How to Access	[e.g., App on phone, web interface at http://x.x.x.x]

Key Smart Devices

Device Type	Brand	Location(s)	How to Control
Smart Thermostat	[Brand]	[Location]	[App / voice / wall unit]
Smart Locks	[Brand]	[Which doors]	[App / keypad code]
Smart Lights	[Brand]	[Areas]	[App / switches still work normally]
Smart Speakers	[Brand]	[Rooms]	[Voice commands]
Smart Garage Door	[Brand]	[Location]	[App / wall button]
Robot Vacuum	[Brand]	[Area it cleans]	[App / schedule]

Day-to-Day Use

[Explain what's automated vs. what needs manual interaction. e.g., "Lights turn on/off on schedule. Thermostat adjusts automatically. Garage door can be opened from the app. The physical light switches still work — flipping them doesn't break anything."]

If Something Stops Working

Most smart home glitches fix themselves with a restart. If a device stops responding, unplug it for 10 seconds and plug it back in. If the entire smart home system seems down, check if the hub/server is running (see location above).

Smart Home & Security

Security System & Cameras

Alarm System

Company	[e.g., ADT, Ring, SimpliSafe, self-monitored]
Account Number	[Account #]
Monthly Cost	[Amount, or N/A if self-monitored]
Monitoring Phone	[Phone number]
Alarm Code	[Code or "see password manager"]
Panel Location	[Where the keypad/panel is]

How to Arm / Disarm

[Step-by-step instructions for arming and disarming — both at the panel and via app]

Cameras

Camera	Location	Brand / Type	How to View
[Camera 1]	[e.g., Front porch]	[Brand]	[App name or web URL]
[Camera 2]	[e.g., Backyard]	[Brand]	[App name or web URL]
[Camera 3]	[e.g., Garage]	[Brand]	[App name or web URL]

Camera Recording

[Where are recordings stored — cloud, NVR, NAS? How long are they kept? How to review footage.]

Smart Locks

[If not covered in Smart Home Devices, add door lock codes and how to change them here.]

Pool

Pool Equipment & Maintenance

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

Pool Type & Size

Pool Type	[In-ground / Above-ground, concrete / vinyl / fiberglass]
Approximate Size	[Gallons or dimensions]
Heated?	[Yes/No — type of heater]

Equipment

Equipment	Brand / Model	Location	Notes
Pump	[Brand]	[Location]	[Variable speed? Schedule?]
Filter	[Type — sand/cartridge/DE]	[Location]	[Cleaning schedule]
Heater	[Brand]	[Location]
Salt System / Chlorinator	[Brand]	[Location]	[Salt cell replacement schedule]
Automatic Cleaner	[Brand / type]

Routine Maintenance

[Describe the weekly/monthly maintenance routine — e.g., "Test water chemistry weekly, clean skimmer baskets, backwash filter monthly, add salt as needed." If a service handles this, say so.]

Chemical Storage

[Where pool chemicals are stored. Safety notes.]

Winterizing / Seasonal

[If the pool is closed seasonally, describe the process or who does it.]

Pool

Pool Service Provider

Current Service

Company	[Company name]
Contact	[Name]
Phone	[Phone]
Email	[Email]
Service Schedule	[e.g., Weekly on Thursdays]
Monthly Cost	[Amount]
What's Included	[Chemical balancing, skimming, filter cleaning, etc.]
How They're Paid	[Auto-pay, invoice, etc.]

If You Need to Switch Providers or Self-Maintain

[Tips for finding a new pool service, or the basics of self-maintenance if someone needs to take over temporarily.]

Vehicles

Vehicle Inventory

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

Vehicle 1

Year / Make / Model	[e.g., 2025 Toyota Grand Highlander]
Color	[Color]
VIN	[VIN number]
License Plate	[Plate number]
Owned / Financed / Leased	[Status]
Lender (if financed)	[Lender name, account number]
Monthly Payment	[Amount or "paid off"]
Title Location	[Where the title is stored, or "held by lender"]
Key / Fob Location	[Where spare keys are kept]

Vehicle 2

Year / Make / Model	[Vehicle details]
Color	[Color]
VIN	[VIN]
License Plate	[Plate]
Owned / Financed / Leased	[Status]
Lender (if financed)	[Lender]
Monthly Payment	[Amount or "paid off"]
Title Location	[Location]
Key / Fob Location	[Location]

[Add more vehicles as needed by copying the table above.]

Vehicles

Auto Insurance & Registration

Auto Insurance

Insurance Company	[Company]
Policy Number	[Policy #]
Agent Name	[Agent]
Agent Phone	[Phone]
Premium (6-month or annual)	[Amount and period]
How It's Paid	[Auto-pay, semi-annual bill, etc.]
Vehicles Covered	[List all vehicles on the policy]
Roadside Assistance?	[Included in policy? AAA membership?]

Registration

Vehicle	Registration Expiration	How to Renew
[Vehicle 1]	[Date]	[Online at DMV site / mail / in person]
[Vehicle 2]	[Date]	[Online / mail / in person]

Emissions / Inspection

[Is annual inspection or emissions testing required in your state? Where do you go? When is it due?]

Vehicles

Vehicle Maintenance

Regular Maintenance Schedule

[General guidance — e.g., "Oil changes every 5,000 miles at [shop name]. Tire rotation at the same time."]

Preferred Mechanic / Dealer

Service	Shop Name	Phone	Notes
Oil Change / General	[Shop]	[Phone]
Dealer Service	[Dealer]	[Phone]	[For warranty work]
Tires	[Shop]	[Phone]	[Tire size, brand preference]
Body / Collision	[Shop]	[Phone]

Current Tire Info

Vehicle	Tire Size	Brand	Last Replaced
[Vehicle 1]	[Size]	[Brand]	[Date]
[Vehicle 2]	[Size]	[Brand]	[Date]

Yard & Exterior

Lawn & Landscaping

Lawn Care

Lawn Type	[e.g., Bermuda, St. Augustine, Fescue]
Who Handles It	[Self / Service company]
Mowing Schedule	[e.g., Weekly during growing season]
Fertilizer Schedule	[e.g., 4x/year — spring, early summer, late summer, fall]
Weed Treatment	[Pre-emergent, post-emergent, who applies it]

Lawn Service (if applicable)

Company	[Name]
Phone	[Phone]
Schedule	[Frequency]
Cost	[Monthly or per visit]
What's Included	[Mowing, edging, blowing, trimming]

Landscaping

[Notable plantings, flower beds, trees that need seasonal care, mulching schedule]

Equipment

[Mower type/brand, trimmer, blower — stored where? Gas or electric? Maintenance notes.]

Yard & Exterior

Irrigation System

System Overview

Type	[In-ground sprinklers, drip irrigation, both]
Number of Zones	[Number]
Controller Brand / Model	[Brand — smart controller?]
Controller Location	[e.g., Garage wall, side of house]
Smart App?	[e.g., Rachio app, B-hyve, etc.]

Current Schedule

[Days and times each zone runs, or "managed by smart controller based on weather"]

Seasonal Adjustments

[Does the schedule change seasonally? Winterizing required? Who does it?]

Main Water Shutoff for Irrigation

[Location of the irrigation shutoff valve — separate from house main?]

Irrigation Service

Company	[Name]
Phone	[Phone]
Notes	[e.g., "They do spring startup and fall blowout"]

Yard & Exterior

Christmas Lights Setup

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

Quick Reference

Who Sets Them Up	[Self / Professional service]
Typical Install Date	[e.g., Weekend after Thanksgiving]
Typical Removal Date	[e.g., First weekend of January]
Storage Location	[Where lights and supplies are stored]

If Using a Service

Company	[Name]
Phone	[Phone]
Cost	[Approximate]
Notes	[e.g., "They supply lights, install, maintain, and remove"]

If Done Yourself

[Key info — what outlets are used, any timers/smart plugs, how many strands, any tricky areas. Refer to the Christmas Lights book for the full setup guide.]