Keys, locks, heat, water, electric, mail, lawn, leaks.
Printable worksheet
Inherited Home Worksheet
A concise worksheet for inherited-home costs, risks, belongings, records, and the first strategy.
Free
Use yourself
10 min
Rough start
Records
For review
Use this before you spend money
You do not need perfect numbers. Start by finding the categories that exist. The strategy can turn these notes into Estate Math, records, and a next step.
Who has authority?
Who has keys?
Is insurance active?
Who cuts grass?
Mortgage balance
Monthly utilities
Taxes due
Cash available
Vehicle value
Low offers
Belongings volume
Storage need
Documents found
Repair risks
Goal: sell, keep, rent, restore
Rooms, documents, belongings, systems, exterior, damage.
Mortgage, tax, insurance, utilities, storage, providers.
Protect, sort, value, call, or pause with records.
This worksheet is educational. Legacy Defenders is not a law firm, CPA firm, tax preparer, lender, appraiser, realtor, insurance agency, or licensed trade contractor.