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You do not need every document before calling Lisa.
But if you're trying to organize the property, here is what may be useful to locate.
Ownership / Estate Information
Look for documents involving:
- Trust.
- Will.
- Deed.
- Estate representative information.
- Attorney contact.
- Court documents if applicable.
Do not interpret legal documents yourself if you're unsure what they mean.
Mortgage Information
Find:
- Recent mortgage statement.
- HELOC information.
- Reverse mortgage documentation.
- Loan servicer contact.
Property Tax
Locate current property-tax information where available.
HOA
Find:
- Association name.
- Management company.
- Statements.
- Notices.
- Community documents.
Insurance
Locate:
- Carrier.
- Policy.
- Agent.
- Claim information.
Notify the appropriate insurance professional of the owner's death and occupancy situation as necessary.
Home Information
Useful records may include:
- Roof replacement.
- HVAC invoices.
- Pool equipment.
- Solar agreement.
- Permits.
- Renovation invoices.
- Warranties.
- Pest service.
Don't Have Anything?
Still call Lisa.
Property DNA and public records can help establish a starting point.
Title/escrow and legal professionals can assist with other information as the transaction develops.
Important
Need a printable checklist? You can request the property document checklist by contacting Lisa, but you should also be able to get the information without surrendering your contact details. Help first.
