Housing Document Checklist for Caregivers
Organize all housing-related documents in one place. Use this checklist to ensure you have everything you need.
Having organized housing documents makes managing your loved one's home much easier. Here's what to gather.
Ownership Documents
- Property deed
- Title insurance policy
- Survey/plat documents
- HOA documents and contact info
Mortgage Documents
- Original mortgage note
- Current mortgage statements
- Escrow account statements
- Refinance documents
- HELOC documents (if applicable)
- Reverse mortgage paperwork (if applicable)
Rental Documents
- Current lease agreement
- Security deposit records
- Rent payment history
- Landlord contact information
Insurance
- Homeowner's or renter's insurance policy
- Flood insurance (if applicable)
- Umbrella policy
- Agent contact information
Property Taxes
- Recent property tax statements
- Exemption applications (senior, homestead)
- Payment receipts
Utilities
- Account numbers for all utilities
- Contact information
- Payment history/auto-pay setup
Maintenance Records
- Home warranty information
- Appliance warranties and manuals
- Service provider contacts (HVAC, plumber, etc.)
- Major repair receipts
Store copies in Brelti's Care Vault for secure, easy access.