A practical place to begin
Clear information.
Better questions.
Use this guide to organize the details, identify the decisions ahead, and prepare for a productive conversation.
Ownership and authority records
- Deed or vesting information
- Trust documents when applicable
- Court documents or appointment papers where applicable
- Contact information for the attorney or court professional
- Names and contact information for authorized decision-makers
Financial and property records
- Mortgage statements
- Property tax information
- Homeowners insurance
- HOA documents and contact information
- Utility accounts
- Known liens or claims
- Solar, lease, rental, or service agreements
Access and occupancy
- House, mailbox, gate, and garage keys
- Alarm and access information
- Tenant or occupant information where applicable
- Property manager information
- Known service providers
- Emergency property contacts
