Learn / Digital Estate Planning Checklist for Homeowners
Digital Estate Planning Checklist for Homeowners
Owning a home means managing a complex web of accounts, service providers, and access codes. If something happens to you, your family needs to keep the lights on, the mortgage paid, and the home secure — without knowing where to start.
Mortgage & Property
- Document your mortgage lender, account number, and online login
- Record your property tax account and payment schedule
- Note your HOA contact and account if applicable
Utilities
- Document electricity, gas, water, and internet accounts
- Record how each utility is paid and the billing cycle
- Note any auto-pay arrangements
Home Access
- Document alarm codes and how to reach the alarm company
- Record smart lock codes or key locations
- Note any gate codes or building access
Insurance
- Document homeowners insurance policy and how to file a claim
- Record flood, earthquake, or other supplemental policies
- Note your insurance agent contact
Service Providers
- List your regular contractors and service providers
- Record pest control, landscaping, and other ongoing services
- Document any home warranty and how to file claims
Put this into practice
A vault keeps all of your home-related accounts in one place — so your family can keep the home running without scrambling for information during a crisis.
Create your free vault →