Ownership & Mortgage
Property Address
[Enter full property address here]
Ownership
| 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.