Managing Your Home & Property Details

The Primary Residence Hub

Your primary residence is one of your most significant assets, and keeping clear records ensures it is properly maintained, valued, and transferred when needed. Whether for estate planning, financial organization, or simplifying future transitions, documenting homeownership details, mortgage information, and maintenance records can help protect your investment and provide clarity for your loved ones.

A traditional New England home.

Table of Contents

Key Things To Know

Maintaining detailed records of your home’s ownership and upkeep helps protect your property and simplify estate planning. Here’s what to keep in mind.

  • Property deeds and ownership documents should be accessible: Keep a copy of your deed, title, and any legal documents proving ownership.
  • Mortgage and loan details matter: Whether your home is paid off or has an outstanding mortgage, documenting loan details ensures smooth financial planning.
  • Home maintenance records add value: Keeping track of repairs, upgrades, and warranties helps maintain property value and simplifies future sales or transfers.
  • Property taxes and insurance should be reviewed regularly: Ensuring taxes and homeowners insurance are up to date prevents legal or financial complications.
  • Having an emergency plan for your home is essential: Documenting important contacts (contractors, utility providers, security services) and home access details helps in emergencies.

Checklists, Guides, & Resources

Buried in Work offers a variety of checklists, guides, and other resources. Below are some of the most popular ones related to this information hub.

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We've assembled a list of podcasts for you to help you age in place gracefully.

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Find A Service Provider Near You

Need professional assistance? Use our directories to find trusted service providers near you who specialize in estate planning, end-of-life organization, and related services.

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With dozens of service provider directories, you can connect with service professionals near you.

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Frequently Asked Questions

Have questions about organizing important details for your primary residence? Here are answers to common concerns about homeownership records and estate planning.

Record your property deed, mortgage details, tax records, insurance policy, maintenance history, and emergency home access information.

Clear records help ensure a smooth transition of ownership, prevent legal disputes, and simplify the estate settlement process for heirs.

Keep a digital or physical log of repairs, upgrades, warranties, and service providers to maintain your home’s value and history.

If ownership isn’t clearly documented or included in an estate plan, the property may go through probate, causing delays and potential complications. Setting up a will or trust can help avoid this.

Keep them in a secure location or an estate organization system like the CLEAR Kit to ensure they are accessible when needed.

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Disclaimer: The information provided on this website and by Buried in Work is for general informational purposes only and should not be considered legal advice. Please consult with a qualified attorney or subject matter expert for advice specific to your situation.