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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 st...

If you are reading this, something has happened to Steve. Take a breath. This documentation is here to help you through it, one step at a time. Right Now (First 24 Hours) Contact family and close friends — see the Important Contacts page in this book. Do NOT r...

Key people to reach out to. Keep this page updated. Family Name Relationship Phone Email Notes [Name] [Spouse/Parent/Sibling] [Phone] [Email] [e.g., Has spare house key] [Name] [Relationship] [Phone] [Email] [Name] [Relationship] [Phone] [Email] Professional /...

Physical and digital locations of critical documents. Physical Documents Document Location Notes Will / Trust [e.g., Fireproof safe in office closet, also with attorney] Property Deed [Location] Vehicle Titles [Location] Birth Certificate [Location] Social Sec...

This documentation is written for multiple audiences. Here's a guide to who should read what. For My Spouse / Partner You'll need the most from this documentation since you'll be managing the household day-to-day. Start with: This entire "Read This First" book...

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 [D...

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] Ex...

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] ...

Payment Method Overview Most bills are set to auto-pay. Here's how everything is paid: Bill Payment Method Account Used Notes Mortgage [Auto-pay / Manual] [Bank account or card] Electric [Auto-pay / Manual] [Bank account or card] Gas [Auto-pay / Manual] [Bank ...

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 ...

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 side...

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 Gener...

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, gu...

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...

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] ...